Compare · 3 funds side by side · dividends reinvested

STIP, JEPQ and JEPI

STIPiShares×JEPQJ.P. Morgan×JEPIJ.P. Morgan×

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

02 / 04

STIP, JEPQ and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.17%+8.5%+9.3%+20.3%[…]−8.8%15.5%$42.6B1.7

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%8.09%+5.2%+8.3%+11.0%+7.1%−6.7%8.8%$46.8B1.9

iShares 0-5 Year TIPS Bond ETFBonds & Cash · Treasuries0.03%4.61%+2.0%+2.2%+5.0%+3.0%−1.4%1.7%$16.9B2.1

Rank among the three1st → 3rdFee, 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 · JEPQ 2022 · 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

JEPQ

JPMorgan Nasdaq Equity Premium Income ETF · $42.6B[…]

$10,000 five years ago, dividends reinvested

STIPMeasureJEPQ

+2.0%Year to dateJan 1 → Nov 5+8.5%

+2.2%1 yearTotal return+9.3%

+5.0%3 years · per year$10,000 became $11,570 · $17,406+20.3%

+3.0%5 years · per year$10,000 became $11,568 · […][…]

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

4.61%Trailing 12-mo yield$461 · $1,217 a year on $10k12.17%

−1.4%Worst dropSmaller is better−8.8%

1.7%VolatilityLower is calmer15.5%

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

3–4JEPQ 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 JEPQ: Top 5 Holdings

Today

STIP

[…]in top 5

JEPQ

in top 528.3%

STIPStockJEPQ

not top 5AAPL7.1%

not top 5NVDA6.8%

not top 5MSFT6.0%

not top 5GOOG4.2%

not top 5AMZN4.2%

Held in common[…]

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

STIP vs JEPQ Returns, Every Period

iSharesSTIP

+2.2%

past year

JEPQJ.P. Morgan

+9.3%

past year

STIPJEPQFaded: behind in that period

0–3JEPQ wins

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

Bonds vs Income: STIP vs JEPQ

YTD

iSharesSTIP

+2.0%

JEPQJ.P. Morgan

+8.5%

+2.0%Year to date+8.5%

−1.4%Worst drop · 1Y−8.8%

1.7%Volatility · 1Y15.5%

4.6%Yield12.2%

$16.9BAssets$42.6B

2–2level

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

Cost, Income and Risk

Fees: STIP, JEPQ, JEPI

Today

0.03%lowest, STIP

FundExpense ratioFee$10k

STIP0.03%$3

JEPQ0.35%$35

JEPI0.35%$35

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

Yields: STIP, JEPQ, JEPI

12.17%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.17%$1,217

JEPI8.09%$809

STIP4.61%$461

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

Income After Fees on $10,000

$1,182most kept, JEPQ

JEPQ$1,217 − $35 = $1,182

JEPI$809 − $35 = $774

STIP$461 − $3 = $458

KeptFee

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

Overlap: STIP, JEPQ, JEPI

Today

27.0%most shared, JEPQ and JEPI

STIPJEPQJEPI

STIP—[…][…]

JEPQ[…]—27.0%

JEPI[…]27.0%—

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

Return vs Bumpiness: 3 ETFs

+9.3%JEPQ, at 15.5% volatility

STIPWorst drop−1.4%1.7% vol

JEPIWorst drop−6.7%8.8% vol

JEPQWorst drop−8.8%15.5% vol

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

Paid More vs Made More

YTD

JEPQJEPI

+8.5%Year to date+5.2%

12.2%Yield8.1%

+9.3%Past year+8.3%

0.35%Fee0.35%

3–0JEPQ wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

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