Compare · 2 funds side by side · dividends reinvested

NUBD and JEPI

NUBDNuveen×JEPIJ.P. Morgan×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,635JEPI · best of the two

02 / 04

NUBD and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.83%+8.8%+11.9%+12.6%+7.9%−6.7%8.1%$46.1B1.4

Nuveen ESG U.S. Aggregate BondBonds & Cash · Core aggregate0.12%4.17%−0.3%+0.1%+5.3%−0.2%−4.6%3.9%$493M1.6

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: NUBD 2017 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

Nuveen ESG U.S. Aggregate Bond · $493M$9,890

NUBD

JEPI

JPMorgan Equity Premium Income ETF · $46.1B$14,635

$10,000 five years ago, dividends reinvested

NUBDMeasureJEPI

−0.3%Year to dateJan 1 → Nov 4+8.8%

+0.1%1 yearTotal return+11.9%

+5.3%3 years · per year$10,000 became $11,680 · $14,269+12.6%

−0.2%5 years · per year$10,000 became $9,890 · $14,635+7.9%

0.12%Expense ratio$12 · $35 a year on $10k · lower is better0.35%

4.17%Trailing 12-mo yield$417 · $783 a year on $10k7.83%

−4.6%Worst dropSmaller is better−6.7%

3.9%VolatilityLower is calmer8.1%

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

3–5JEPI wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

NUBD vs JEPI: Top 5 Holdings

Today

NUBD

[…]in top 5

JEPI

in top 59.5%

NUBDStockJEPI

not top 5MA2.0%

not top 5MSFT1.9%

not top 5V1.9%

not top 5AAPL1.9%

not top 5NEE1.8%

Held in common[…]

End-of-day Nov 4, 2026 · share of each fund

NUBD vs JEPI Returns, Every Period

NuveenNUBD

−0.2%

5 years, per year

JEPIJ.P. Morgan

+7.9%

5 years, per year

NUBDJEPIFaded: behind in that period

0–4JEPI wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Bonds vs Income: NUBD vs JEPI

YTD

NuveenNUBD

−0.3%

JEPIJ.P. Morgan

+8.8%

−0.3%Year to date+8.8%

−4.6%Worst drop · 1Y−6.7%

3.9%Volatility · 1Y8.1%

4.2%Yield7.8%

$493MAssets$46.1B

2–2level

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: NUBD, JEPI

Today

0.12%lowest, NUBD

FundExpense ratioFee$10k

NUBD0.12%$12

JEPI0.35%$35

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: NUBD, JEPI

7.83%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.83%$783

NUBD4.17%$417

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$748most kept, JEPI

JEPI$783 − $35 = $748

NUBD$417 − $12 = $405

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: NUBD, JEPI

Today

[…]holdings […]

NUBDJEPI

NUBD—[…]

JEPI[…]—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+11.9%JEPI, at 8.1% volatility

NUBDWorst drop−4.6%3.9% vol

JEPIWorst drop−6.7%8.1% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

JEPINUBD

+8.8%Year to date−0.3%

7.8%Yield4.2%

+11.9%Past year+0.1%

0.35%Fee0.12%

3–1JEPI wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026