Compare · 4 funds side by side · dividends reinvested

SCMC, IUSB, JEPI and SGOV

SCMCSterling Capital×IUSBiShares×JEPIJ.P. Morgan×SGOViShares×

02 / 04

−0.1%

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Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$14,519JEPI · best of the four

Story of the four · IncomeMost incomeJEPI · 7.87% · $787 a year on $10k

Story of the four · RiskSmallest drop

SCMC, IUSB, JEPI and SGOV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.87%+8.2%+9.6%+11.1%+7.7%−6.7%9.0%$47.0B1.8

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%$117B2.1

iShares Core Universal USD Bond ETFBonds & Cash · Core aggregate0.06%4.40%−1.3%−1.2%+4.5%−0.1%−4.3%4.0%$48.9B2.5

Sterling Capital Multi-Strategy Income ETFIncome · Dividend stocks0.55%4.41%+1.4%[…][…][…][…][…]$261M3.0

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 13, 2026 · returns include dividends · since: SCMC 2025 · IUSB 2014 · JEPI 2020 · SGOV 2020

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares Core Universal USD Bond ETF · $48.9B$9,928

IUSB

More Ways to See the Pairs

IUSB vs SCMC: Top 5 Holdings

Today

IUSB

[…]in top 5

SCMC

in top 52.9%

IUSBStockSCMC

not top 5APOS1.4%

not top 5KEY-PI0.5%

not top 5AEFC0.5%

not top 5ATH-PA0.5%

Held in common[…]

End-of-day Nov 13, 2026 · share of each fund

Cost, Income and Risk

Fees: SCMC, IUSB, JEPI, SGOV

Today

0.06%lowest, IUSB

FundExpense ratioFee$10k

IUSB0.06%$6

SGOV0.09%$9

JEPI0.35%$35

SCMC0.55%$55

End-of-day Nov 13, 2026 · fee on $10,000 a year

Popular Pairs Near These Four

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.7%

JEPIJ.P. Morgan

+8.2%

+6.7%Year to date+8.2%

12.4%Yield7.9%

$42.1BAssets$47.0B

1–1level

End-of-day Nov 13, 2026

SGOV vs BIL

YTD

iSharesSGOV

+3.2%

BILSPDR

+3.2%

+3.2%Year to date

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

SCMC

Sterling Capital Multi-Strategy Income ETF · $261M[…]

$10,000 five years ago, dividends reinvested

IUSBMeasureSCMC

−1.3%Year to dateJan 1 → Nov 13+1.4%

−1.2%1 yearTotal return[…]

+4.5%3 years · per year$10,000 became $11,426 · […][…]

−0.1%5 years · per year$10,000 became $9,928 · […][…]

0.06%Expense ratio$6 · $55 a year on $10k · lower is better0.55%

4.40%Trailing 12-mo yield$440 · $441 a year on $10k4.41%

−4.3%Worst dropSmaller is better[…]

4.0%VolatilityLower is calmer[…]

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

1–2SCMC wins

End-of-day Nov 13, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

@TheETFTracker·theetftracker.com

IUSB vs SCMC Returns, Every Period

1Y

iSharesIUSB

−1.2%

past year

SCMCSterling Capital

[…]

past year

IUSBSCMCFaded: behind in that period

0–1SCMC wins

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

Bonds vs Income: IUSB vs JEPI

YTD

iSharesIUSB

−1.3%

JEPIJ.P. Morgan

+8.2%

−1.3%Year to date+8.2%

−4.3%Worst drop · 1Y−6.7%

4.0%Volatility · 1Y9.0%

4.4%Yield7.9%

$48.9BAssets$47.0B

2–2level

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

Yields: SCMC, IUSB, JEPI, SGOV

1Y

7.87%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.87%$787

SCMC4.41%$441

IUSB4.40%$440

SGOV3.63%$363

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$752most kept, JEPI

JEPI$787 − $35 = $752

IUSB$440 − $6 = $434

SCMC$441 − $55 = $386

SGOV$363 − $9 = $354

KeptFee

End-of-day Nov 13, 2026 · yield in dollars minus the fee

Overlap: SCMC, IUSB, JEPI, SGOV

Today

0.0%most shared, SCMC and JEPI

SCMCIUSBJEPISGOV

SCMC—[…]0.0%[…]

IUSB[…]—[…][…]

JEPI0.0%[…]—[…]

SGOV[…][…][…]—

End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

1Y

+9.6%JEPI, at 9.0% volatility

SGOVWorst drop−0.0%0.2% vol

IUSBWorst drop−4.3%4.0% vol

JEPIWorst drop−6.7%9.0% vol

SCMCWorst drop[…][…]

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

JEPISGOV

+8.2%Year to date+3.2%

7.9%Yield3.6%

+9.6%Past year+3.8%

0.35%Fee0.09%

3–1JEPI wins

End-of-day Nov 13, 2026

+3.2%

3.6%Yield3.7%

$117BAssets$49.3B

1–0BIL wins

End-of-day Nov 13, 2026

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$116B

2–0SCHD wins

End-of-day Nov 13, 2026

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SCMC, IUSB, JEPI and SGOV

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four