Compare · 3 funds side by side · dividends reinvested

PBTP, JEPI and SGOV

PBTPInvesco×JEPIJ.P. Morgan×SGOViShares×

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$14,545JEPI · best of the three

Story of the three · IncomeMost incomeJEPI · 7.84% · $784 a year on $10k

Story of the three · RiskSmallest drop

PBTP, JEPI and SGOV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.84%+8.6%+11.2%+11.1%+7.8%−6.7%9.0%$46.8B1.8

iShares 0-3 Month Treasury Bond ETFBonds & Cash · Cash & T-bills0.09%3.63%+3.2%+3.7%+4.5%+3.9%−0.0%0.2%$117B2.0

Invesco 0-5 Yr US TIPS ETFBonds & Cash · Treasuries0.07%4.02%+1.6%+1.8%+4.6%+2.8%−1.3%1.7%$253M2.3

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

End-of-day Nov 11, 2026 · returns include dividends · since: PBTP 2017 · JEPI 2020 · SGOV 2020

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Invesco 0-5 Yr US TIPS ETF · $253M$11,490

PBTP

JEPI

JPMorgan Equity Premium Income ETF · $46.8B$14,545

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

PBTP

More Ways to See the Pairs

PBTP vs JEPI: Top 5 Holdings

Today

PBTP

0.0%in top 5

JEPI

in top 59.8%

PBTPStockJEPI

not top 5MA2.0%

not top 5MSFT2.0%

not top 5AAPL1.9%

not top 5AMZN1.9%

not top 5MMM1.9%

Cost, Income and Risk

Fees: PBTP, JEPI, SGOV

Today

0.07%lowest, PBTP

FundExpense ratioFee$10k

PBTP0.07%$7

SGOV0.09%$9

JEPI0.35%$35

End-of-day Nov 11, 2026 · fee on $10,000 a year

Yields: PBTP, JEPI, SGOV

Popular Pairs Near These Three

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

+8.1%Year to date+8.6%

12.2%Yield7.8%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 11, 2026

SGOV vs BIL

YTD

iSharesSGOV

+3.2%

BILSPDR

+3.1%

+3.2%Year to date

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

Measure

JEPI

+1.6%Year to dateJan 1 → Nov 11+8.6%

+1.8%1 yearTotal return+11.2%

+4.6%3 years · per year$10,000 became $11,459 · $13,729+11.1%

+2.8%5 years · per year$10,000 became $11,490 · $14,545+7.8%

0.07%Expense ratio$7 · $35 a year on $10k · lower is better0.35%

4.02%Trailing 12-mo yield$402 · $784 a year on $10k7.84%

−1.3%Worst dropSmaller is better−6.7%

1.7%VolatilityLower is calmer9.0%

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

3–5JEPI wins

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

0.0%AGPXXnot top 5

Held in common0.0%

End-of-day Nov 11, 2026 · share of each fund

PBTP vs JEPI Returns, Every Period

5Y

InvescoPBTP

+2.8%

5 years, per year

JEPIJ.P. Morgan

+7.8%

5 years, per year

PBTPJEPIFaded: behind in that period

0–4JEPI wins

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

Bonds vs Income: PBTP vs JEPI

YTD

InvescoPBTP

+1.6%

JEPIJ.P. Morgan

+8.6%

+1.6%Year to date+8.6%

−1.3%Worst drop · 1Y−6.7%

1.7%Volatility · 1Y9.0%

4.0%Yield7.8%

$253MAssets$46.8B

2–2level

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

1Y

7.84%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.84%$784

PBTP4.02%$402

SGOV3.63%$363

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$749most kept, JEPI

JEPI$784 − $35 = $749

PBTP$402 − $7 = $395

SGOV$363 − $9 = $354

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: PBTP, JEPI, SGOV

Today

0.0%most shared, PBTP and JEPI

PBTPJEPISGOV

PBTP—0.0%[…]

JEPI0.0%—[…]

SGOV[…][…]—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+11.2%JEPI, at 9.0% volatility

SGOVWorst drop−0.0%0.2% vol

PBTPWorst drop−1.3%1.7% vol

JEPIWorst drop−6.7%9.0% vol

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

JEPISGOV

+8.6%Year to date+3.2%

7.8%Yield3.6%

+11.2%Past year+3.7%

0.35%Fee0.09%

3–1JEPI wins

End-of-day Nov 11, 2026

+3.1%

3.6%Yield3.7%

$117BAssets$49.3B

1–1level

End-of-day Nov 11, 2026

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

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PBTP, JEPI and SGOV

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three