Compare · 3 funds side by side · dividends reinvested

MFSM, JEPQ and SGOV

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$12,091SGOV · best of the three

02 / 04

MFSM, 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%$117B1.5

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.39%+6.6%+9.2%+18.2%[…]−11.5%16.9%$40.7B1.9

MFS Active Exchange Traded Funds Trust - MFS Active Intermediate Muni Bond ETFBonds & Cash · Municipal0.34%3.58%+1.2%+1.7%[…][…]−6.7%3.7%$129M2.5

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

End-of-day Nov 9, 2026 · returns include dividends · since: MFSM 2024 · JEPQ 2022 · SGOV 2020

Head to Head

Swap sides Versus in desk

Head to Head

MFS Active Exchange Traded Funds Trust - MFS Active Intermediate Muni Bond ETF · $129M[…]

MFSM

JEPQ

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

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

MFSMMeasureJEPQ

+1.2%Year to dateJan 1 → Nov 9+6.6%

+1.7%1 yearTotal return+9.2%

[…]3 years · per year$10,000 became […] · $16,495+18.2%

[…]5 years · per year[…]

0.34%Expense ratio$34 · $35 a year on $10k · lower is better0.35%

3.58%Trailing 12-mo yield$358 · $1,239 a year on $10k12.39%

−6.7%Worst dropSmaller is better−11.5%

3.7%VolatilityLower is calmer16.9%

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

3–3Level

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

MFSM vs JEPQ: Top 5 Holdings

Today

MFSM

1.1%in top 5

JEPQ

in top 528.9%

MFSMStockJEPQ

not top 5AAPL7.4%

not top 5NVDA6.6%

not top 5MSFT6.1%

not top 5GOOG4.4%

not top 5AMZN4.4%

0.6%MUBnot top 5

0.5%VTEBnot top 5

Held in common0.0%

End-of-day Nov 9, 2026 · share of each fund

MFSM vs JEPQ Returns, Every Period

MFSMFSM

+1.7%

past year

JEPQJ.P. Morgan

+9.2%

past year

MFSMJEPQFaded: behind in that period

0–2JEPQ wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Bonds vs Income: MFSM vs JEPQ

YTD

MFSMFSM

+1.2%

JEPQJ.P. Morgan

+6.6%

+1.2%Year to date+6.6%

−6.7%Worst drop · 1Y−11.5%

3.7%Volatility · 1Y16.9%

3.6%Yield12.4%

$129MAssets$40.7B

2–2level

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: MFSM, JEPQ, SGOV

Today

0.09%lowest, SGOV

FundExpense ratioFee$10k

SGOV0.09%$9

MFSM0.34%$34

JEPQ0.35%$35

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: MFSM, JEPQ, SGOV

12.39%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.39%$1,239

SGOV3.63%$363

MFSM3.58%$358

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$1,204most kept, JEPQ

JEPQ$1,239 − $35 = $1,204

SGOV$363 − $9 = $354

MFSM$358 − $34 = $324

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: MFSM, JEPQ, SGOV

Today

0.0%most shared, MFSM and JEPQ

MFSMJEPQSGOV

MFSM—0.0%[…]

JEPQ0.0%—[…]

SGOV[…][…]—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+9.2%JEPQ, at 16.9% volatility

SGOVWorst drop0.0%0.2% vol

MFSMWorst drop−6.7%3.7% vol

JEPQWorst drop−11.5%16.9% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQSGOV

+6.6%Year to date+3.2%

12.4%Yield3.6%

+9.2%Past year+3.8%

0.35%Fee0.09%

3–1JEPQ wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SGOV vs BIL

YTD

iSharesSGOV

+3.2%

BILSPDR

+3.1%

+3.2%Year to date+3.1%

3.6%Yield3.7%

$117BAssets$48.7B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.1%

VIGVanguard

+14.8%

+33.1%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026