Compare · 4 funds side by side · dividends reinvested

KBWD, IUSB, JEPI and SGOV

KBWDInvesco×IUSBiShares×JEPIJ.P. Morgan×SGOViShares×

02 / 04

Search ETFs and stocks

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$14,429JEPI · best of the four

Story of the four · IncomeMost incomeKBWD · 15.95% · $1,595 a year on $10k

Story of the four · RiskSmallest drop

KBWD, IUSB, JEPI and SGOV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.92%+7.6%+10.6%+10.9%+7.6%−6.7%9.0%$45.2B1.9

iShares 0-3 Month Treasury Bond ETFBonds & Cash · Cash & T-bills0.09%3.63%+3.2%+3.8%+4.5%+3.9%0.0%0.2%$116B2.1

iShares Core Universal USD Bond ETFBonds & Cash · Core aggregate0.06%4.36%−0.5%−0.2%+5.0%+0.1%−4.3%3.9%$50.5B2.4

Invesco KBW High Dividend Yield Financial ETFIncome · Dividend stocks5.39%15.95%−12.6%−10.1%+2.4%−1.9%−23.4%17.5%$331M3.6

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 10, 2026 · returns include dividends · since: KBWD 2010 · IUSB 2014 · JEPI 2020 · SGOV 2020

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Invesco KBW High Dividend Yield Financial ETF · $331M$9,104

KBWD

More Ways to See the Pairs

KBWD vs IUSB: Top 5 Holdings

Today

KBWD

20.0%in top 5

IUSB

in top 5[…]

KBWDStockIUSB

4.2%PMTnot top 5

4.1%IVRnot top 5

3.9%ARRnot top 5

3.9%ORCnot top 5

3.9%FSKnot top 5

Cost, Income and Risk

Fees: KBWD, IUSB, JEPI, SGOV

Today

0.06%lowest, IUSB

FundExpense ratioFee$10k

IUSB0.06%$6

SGOV0.09%$9

JEPI0.35%$35

KBWD5.39%$539

End-of-day Nov 10, 2026 · fee on $10,000 a year

Popular Pairs Near These Four

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

+6.0%Year to date+7.6%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 10, 2026

SGOV vs BIL

YTD

iSharesSGOV

+3.2%

BILSPDR

+3.1%

+3.2%Year to date

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

IUSB

iShares Core Universal USD Bond ETF · $50.5B$10,070

$10,000 five years ago, dividends reinvested

KBWDMeasureIUSB

−12.6%Year to dateJan 1 → Nov 10−0.5%

−10.1%1 yearTotal return−0.2%

+2.4%3 years · per year$10,000 became $10,745 · $11,560+5.0%

−1.9%5 years · per year$10,000 became $9,104 · $10,070+0.1%

5.39%Expense ratio$539 · $6 a year on $10k · lower is better0.06%

15.95%Trailing 12-mo yield$1,595 · $436 a year on $10k4.36%

−23.4%Worst dropSmaller is better−4.3%

17.5%VolatilityLower is calmer3.9%

KBWDIUSB Winner of the row, in its colourEach row: the bigger of the two fills its side

1–7IUSB wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

Held in common[…]

End-of-day Nov 10, 2026 · share of each fund

KBWD vs IUSB Returns, Every Period

5Y

InvescoKBWD

−1.9%

5 years, per year

IUSBiShares

+0.1%

5 years, per year

KBWDIUSBFaded: behind in that period

0–4IUSB wins

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

KBWD vs JEPI

YTD

InvescoKBWD

−12.6%

JEPIJ.P. Morgan

+7.6%

−12.6%Year to date+7.6%

−23.4%Worst drop · 1Y−6.7%

17.5%Volatility · 1Y9.0%

15.9%Yield7.9%

$331MAssets$45.2B

3–1JEPI wins

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

Yields: KBWD, IUSB, JEPI, SGOV

1Y

15.95%highest, KBWD

FundTrailing yieldYield$10k

KBWD15.95%$1,595

JEPI7.92%$792

IUSB4.36%$436

SGOV3.63%$363

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$1,056most kept, KBWD

KBWD$1,595 − $539 = $1,056

JEPI$792 − $35 = $757

IUSB$436 − $6 = $430

SGOV$363 − $9 = $354

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: KBWD, IUSB, JEPI, SGOV

Today

0.0%most shared, KBWD and JEPI

KBWDIUSBJEPISGOV

KBWD—[…]0.0%[…]

IUSB[…]—[…][…]

JEPI0.0%[…]—[…]

SGOV[…][…][…]—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

1Y

+10.6%JEPI, at 9.0% volatility

SGOVWorst drop0.0%0.2% vol

IUSBWorst drop−4.3%3.9% vol

JEPIWorst drop−6.7%9.0% vol

KBWDWorst drop−23.4%17.5% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

KBWDJEPI

−12.6%Year to date+7.6%

15.9%Yield7.9%

−10.1%Past year+10.6%

5.39%Fee0.35%

3–1JEPI wins

End-of-day Nov 10, 2026

+3.1%

3.6%Yield3.7%

$116BAssets$48.7B

1–1level

End-of-day Nov 10, 2026

+33.8%Year to date+15.1%

2.9%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

Loading…

KBWD, IUSB, JEPI and SGOV

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four