Compare · 3 funds side by side · dividends reinvested

MCVT, JEPI and SGOV

MCVTThe Miller×JEPIJ.P. Morgan×SGOViShares×

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

Story of the three · IncomeMost incomeJEPI · 7.92% · $792 a year on $10k

Story of the three · RiskSmallest drop

MCVT, 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%$46.6B1.4

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

Miller Convertible Total Return ETFBonds & Cash · Core aggregate0.85%0.11%[…][…][…][…][…][…]$31M3.0

Rank among the three1st → 3rdFee, 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: MCVT 2026 · JEPI 2020 · SGOV 2020

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Miller Convertible Total Return ETF · $31M[…]

MCVT

JEPI

JPMorgan Equity Premium Income ETF · $46.6B$14,429

$10,000 five years ago, dividends reinvested

MCVTMeasure

More Ways to See the Pairs

MCVT vs JEPI: Top 5 Holdings

Today

MCVT

[…]in top 5

JEPI

in top 59.8%

MCVTStockJEPI

not top 5MSFT2.0%

not top 5MA2.0%

not top 5AAPL2.0%

not top 5AMZN1.9%

not top 5MMM1.9%

Cost, Income and Risk

Fees: MCVT, JEPI, SGOV

Today

0.09%lowest, SGOV

FundExpense ratioFee$10k

SGOV0.09%$9

JEPI0.35%$35

MCVT0.85%$85

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

Popular Pairs Near These Three

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%

$42.0BAssets$46.6B

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%

JEPI

[…]Year to dateJan 1 → Nov 10+7.6%

[…]1 yearTotal return+10.6%

[…]3 years · per year$10,000 became […] · $13,634+10.9%

[…]5 years · per year$10,000 became […] · $14,429+7.6%

0.85%Expense ratio$85 · $35 a year on $10k · lower is better0.35%

0.11%Trailing 12-mo yield$11 · $792 a year on $10k7.92%

[…]Worst dropSmaller is better−6.7%

[…]VolatilityLower is calmer9.0%

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

0–2JEPI 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

MCVT vs JEPI Returns, Every Period

1Y

The MillerMCVT

[…]

past year

JEPIJ.P. Morgan

+10.6%

past year

Returns […]

MCVTJEPIFaded: behind in that period

0–0Level

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

Bonds vs Income: MCVT vs JEPI

YTD

The MillerMCVT

[…]

JEPIJ.P. Morgan

+7.6%

[…]Year to date+7.6%

[…]Worst drop · 1Y−6.7%

[…]Volatility · 1Y9.0%

0.1%Yield7.9%

$31.1MAssets$46.6B

1–0JEPI wins

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

Yields: MCVT, JEPI, SGOV

1Y

7.92%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.92%$792

SGOV3.63%$363

MCVT0.11%$11

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

Income After Fees on $10,000

1Y

$757most kept, JEPI

JEPI$792 − $35 = $757

SGOV$363 − $9 = $354

MCVT$11 − $85 = −$74

KeptFee

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

Overlap: MCVT, JEPI, SGOV

Today

[…]holdings […]

MCVTJEPISGOV

MCVT—[…][…]

JEPI[…]—[…]

SGOV[…][…]—

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

Return vs Bumpiness: 3 ETFs

1Y

+10.6%JEPI, at 9.0% volatility

SGOVWorst drop0.0%0.2% vol

JEPIWorst drop−6.7%9.0% vol

MCVTWorst drop[…][…]

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

Paid More vs Made More

YTD

JEPISGOV

+7.6%Year to date+3.2%

7.9%Yield3.6%

+10.6%Past year+3.8%

0.35%Fee0.09%

3–1JEPI wins

End-of-day Nov 10, 2026

+3.1%

3.6%Yield3.7%

$117BAssets$49.0B

1–1level

End-of-day Nov 10, 2026

+33.8%Year to date+15.1%

2.9%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

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MCVT, JEPI and SGOV

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three

Yields: MCVT, JEPI, SGOV