Compare · 2 funds side by side · dividends reinvested

STIP and JEPI

STIPiShares×JEPIJ.P. Morgan×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,108JEPI · best of the two

02 / 04

STIP and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%8.09%+5.2%+8.3%+11.0%+7.1%−6.7%8.8%$46.8B1.4

iShares 0-5 Year TIPS Bond ETFBonds & Cash · Treasuries0.03%4.61%+2.0%+2.2%+5.0%+3.0%−1.4%1.7%$16.9B1.6

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

End-of-day Nov 5, 2026 · returns include dividends · since: STIP 2010 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

iShares 0-5 Year TIPS Bond ETF · $16.9B$11,568

STIP

JEPI

JPMorgan Equity Premium Income ETF · $46.8B$14,108

$10,000 five years ago, dividends reinvested

STIPMeasureJEPI

+2.0%Year to dateJan 1 → Nov 5+5.2%

+2.2%1 yearTotal return+8.3%

+5.0%3 years · per year$10,000 became $11,570 · $13,674+11.0%

+3.0%5 years · per year$10,000 became $11,568 · $14,108+7.1%

0.03%Expense ratio$3 · $35 a year on $10k · lower is better0.35%

4.61%Trailing 12-mo yield$461 · $809 a year on $10k8.09%

−1.4%Worst dropSmaller is better−6.7%

1.7%VolatilityLower is calmer8.8%

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

3–5JEPI wins

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

More Ways to See the Pairs

STIP vs JEPI: Top 5 Holdings

Today

STIP

[…]in top 5

JEPI

in top 59.9%

STIPStockJEPI

not top 5MA2.0%

not top 5MSFT2.0%

not top 5MMM1.9%

not top 5AAPL1.9%

not top 5V1.9%

Held in common[…]

End-of-day Nov 5, 2026 · share of each fund

STIP vs JEPI Returns, Every Period

iSharesSTIP

+3.0%

5 years, per year

JEPIJ.P. Morgan

+7.1%

5 years, per year

STIPJEPIFaded: behind in that period

0–4JEPI wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Bonds vs Income: STIP vs JEPI

YTD

iSharesSTIP

+2.0%

JEPIJ.P. Morgan

+5.2%

+2.0%Year to date+5.2%

−1.4%Worst drop · 1Y−6.7%

1.7%Volatility · 1Y8.8%

4.6%Yield8.1%

$16.9BAssets$46.8B

2–2level

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: STIP, JEPI

Today

0.03%lowest, STIP

FundExpense ratioFee$10k

STIP0.03%$3

JEPI0.35%$35

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: STIP, JEPI

8.09%highest, JEPI

FundTrailing yieldYield$10k

JEPI8.09%$809

STIP4.61%$461

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$774most kept, JEPI

JEPI$809 − $35 = $774

STIP$461 − $3 = $458

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: STIP, JEPI

Today

[…]holdings […]

STIPJEPI

STIP—[…]

JEPI[…]—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+8.3%JEPI, at 8.8% volatility

STIPWorst drop−1.4%1.7% vol

JEPIWorst drop−6.7%8.8% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

JEPISTIP

+5.2%Year to date+2.0%

8.1%Yield4.6%

+8.3%Past year+2.2%

0.35%Fee0.03%

3–1JEPI wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026