Compare · 3 funds side by side · dividends reinvested

LIBD, JEPQ and SGOV

LIBDStone Ridge×JEPQJ.P. Morgan×SGOViShares×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$12,090SGOV · best of the three

02 / 04

LIBD, JEPQ and SGOV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

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%$117B1.6

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.79%+3.2%+4.5%+17.4%[…]−11.5%16.7%$40.7B1.9

Stone Ridge Trust - LifeX 2065 Inflation-Protected Longevity Income ETFBonds & Cash · Treasuries0.25%3.89%−2.8%−4.1%[…][…]−11.0%8.3%$4M2.3

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: LIBD 2025 · JEPQ 2022 · SGOV 2020

Head to Head

Swap sides Versus in desk

Head to Head

Stone Ridge Trust - LifeX 2065 Inflation-Protected Longevity Income ETF · $4M[…]

LIBD

JEPQ

JPMorgan Nasdaq Equity Premium Income ETF · $40.7B[…]

$10,000 five years ago, dividends reinvested

LIBDMeasureJEPQ

−2.8%Year to dateJan 1 → Nov 6+3.2%

−4.1%1 yearTotal return+4.5%

[…]3 years · per year$10,000 became […] · $16,202+17.4%

[…]5 years · per year[…]

0.25%Expense ratio$25 · $35 a year on $10k · lower is better0.35%

3.89%Trailing 12-mo yield$389 · $1,279 a year on $10k12.79%

−11.0%Worst dropSmaller is better−11.5%

8.3%VolatilityLower is calmer16.7%

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

3–3Level

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

More Ways to See the Pairs

LIBD vs JEPQ: Top 5 Holdings

Today

LIBD

[…]in top 5

JEPQ

in top 528.9%

LIBDStockJEPQ

not top 5AAPL7.4%

not top 5NVDA6.6%

not top 5MSFT6.1%

not top 5GOOG4.4%

not top 5AMZN4.4%

Held in common[…]

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

LIBD vs JEPQ Returns, Every Period

Stone RidgeLIBD

−4.1%

past year

JEPQJ.P. Morgan

+4.5%

past year

LIBDJEPQFaded: behind in that period

0–2JEPQ wins

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

Bonds vs Income: LIBD vs JEPQ

YTD

Stone RidgeLIBD

−2.8%

JEPQJ.P. Morgan

+3.2%

−2.8%Year to date+3.2%

−11.0%Worst drop · 1Y−11.5%

8.3%Volatility · 1Y16.7%

3.9%Yield12.8%

$4.1MAssets$40.7B

2–2level

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

Cost, Income and Risk

Fees: LIBD, JEPQ, SGOV

Today

0.09%lowest, SGOV

FundExpense ratioFee$10k

SGOV0.09%$9

LIBD0.25%$25

JEPQ0.35%$35

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

Yields: LIBD, JEPQ, SGOV

12.79%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.79%$1,279

LIBD3.89%$389

SGOV3.63%$363

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

Income After Fees on $10,000

$1,244most kept, JEPQ

JEPQ$1,279 − $35 = $1,244

LIBD$389 − $25 = $364

SGOV$363 − $9 = $354

KeptFee

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

Overlap: LIBD, JEPQ, SGOV

Today

[…]holdings […]

LIBDJEPQSGOV

LIBD—[…][…]

JEPQ[…]—[…]

SGOV[…][…]—

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

Return vs Bumpiness: 3 ETFs

+4.5%JEPQ, at 16.7% volatility

SGOVWorst drop0.0%0.2% vol

LIBDWorst drop−11.0%8.3% vol

JEPQWorst drop−11.5%16.7% vol

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

Paid More vs Made More

YTD

JEPQSGOV

+3.2%Year to date+3.2%

12.8%Yield3.6%

+4.5%Past year+3.8%

0.35%Fee0.09%

2–1JEPQ 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%

$40.7BAssets$45.2B

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$48.3B

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