Compare · 3 funds side by side · dividends reinvested

LEMB, JEPI and SGOV

LEMBiShares×JEPIJ.P. Morgan×SGOViShares×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$14,118JEPI · best of the three

02 / 04

LEMB, JEPI and SGOV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%8.09%+5.3%+8.2%+10.7%+7.1%−6.7%8.8%$46.8B1.8

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%$117B1.9

iShares J.P. Morgan EM Local Currency Bond ETFBonds & Cash · Other bonds0.30%2.41%+1.4%+4.5%+8.0%+1.9%−6.0%6.5%$782M2.4

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: LEMB 2011 · JEPI 2020 · SGOV 2020

Head to Head

Swap sides Versus in desk

Head to Head

iShares J.P. Morgan EM Local Currency Bond ETF · $782M$10,962

LEMB

JEPI

JPMorgan Equity Premium Income ETF · $46.8B$14,118

$10,000 five years ago, dividends reinvested

LEMBMeasureJEPI

+1.4%Year to dateJan 1 → Nov 6+5.3%

+4.5%1 yearTotal return+8.2%

+8.0%3 years · per year$10,000 became $12,608 · $13,562+10.7%

+1.9%5 years · per year$10,000 became $10,962 · $14,118+7.1%

0.30%Expense ratio$30 · $35 a year on $10k · lower is better0.35%

2.41%Trailing 12-mo yield$241 · $809 a year on $10k8.09%

−6.0%Worst dropSmaller is better−6.7%

6.5%VolatilityLower is calmer8.8%

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

3–5JEPI wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

LEMB vs JEPI: Top 5 Holdings

Today

LEMB

[…]in top 5

JEPI

in top 59.9%

LEMBStockJEPI

not top 5MA2.1%

not top 5MSFT2.0%

not top 5AAPL2.0%

not top 5MMM1.9%

not top 5NEE1.9%

Held in common[…]

End-of-day Nov 6, 2026 · share of each fund

LEMB vs JEPI Returns, Every Period

iSharesLEMB

+1.9%

5 years, per year

JEPIJ.P. Morgan

+7.1%

5 years, per year

LEMBJEPIFaded: behind in that period

0–4JEPI wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Bonds vs Income: LEMB vs JEPI

YTD

iSharesLEMB

+1.4%

JEPIJ.P. Morgan

+5.3%

+1.4%Year to date+5.3%

−6.0%Worst drop · 1Y−6.7%

6.5%Volatility · 1Y8.8%

2.4%Yield8.1%

$782MAssets$46.8B

2–2level

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: LEMB, JEPI, SGOV

Today

0.09%lowest, SGOV

FundExpense ratioFee$10k

SGOV0.09%$9

LEMB0.30%$30

JEPI0.35%$35

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: LEMB, JEPI, SGOV

8.09%highest, JEPI

FundTrailing yieldYield$10k

JEPI8.09%$809

SGOV3.63%$363

LEMB2.41%$241

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$774most kept, JEPI

JEPI$809 − $35 = $774

SGOV$363 − $9 = $354

LEMB$241 − $30 = $211

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: LEMB, JEPI, SGOV

Today

[…]holdings […]

LEMBJEPISGOV

LEMB—[…][…]

JEPI[…]—[…]

SGOV[…][…]—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+8.2%JEPI, at 8.8% volatility

SGOVWorst drop0.0%0.2% vol

LEMBWorst drop−6.0%6.5% vol

JEPIWorst drop−6.7%8.8% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

JEPISGOV

+5.3%Year to date+3.2%

8.1%Yield3.6%

+8.2%Past year+3.8%

0.35%Fee0.09%

3–1JEPI wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SGOV vs BIL

YTD

iSharesSGOV

+3.2%

BILSPDR

+3.1%

+3.2%Year to date+3.1%

3.6%Yield3.7%

$117BAssets$48.4B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026