Compare · 3 funds side by side · dividends reinvested

VTIP, JEPQ and SGOV

VTIPVanguard×JEPQJ.P. Morgan×SGOViShares×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$12,090SGOV · best of the three

02 / 04

VTIP, JEPQ and SGOV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

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%$117B1.8

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.79%+3.2%+4.5%+17.4%[…]−11.5%16.7%$42.6B1.9

Vanguard Short-Term Inflation-Protected Securities ETFBonds & Cash · Treasuries0.03%4.81%+0.6%+1.0%+4.4%+2.7%−2.6%2.2%$20.9B2.3

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

End-of-day Nov 6, 2026 · returns include dividends · since: VTIP 2012 · JEPQ 2022 · SGOV 2020

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Short-Term Inflation-Protected Securities ETF · $20.9B$11,413

VTIP

SGOV

iShares 0-3 Month Treasury Bond ETF · $117B$12,090

$10,000 five years ago, dividends reinvested

VTIPMeasureSGOV

+0.6%Year to dateJan 1 → Nov 6+3.2%

+1.0%1 yearTotal return+3.8%

+4.4%3 years · per year$10,000 became $11,376 · $11,419+4.5%

+2.7%5 years · per year$10,000 became $11,413 · $12,090+3.9%

0.03%Expense ratio$3 · $9 a year on $10k · lower is better0.09%

4.81%Trailing 12-mo yield$481 · $363 a year on $10k3.63%

−2.6%Worst dropSmaller is better0.0%

2.2%VolatilityLower is calmer0.2%

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

2–6SGOV wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

VTIP vs SGOV: Top 5 Holdings

Today

VTIP

[…]in top 5

SGOV

in top 5[…]

Holdings […] not in today’s data

Held in common[…]

End-of-day Nov 6, 2026 · share of each fund

VTIP vs SGOV Returns, Every Period

VanguardVTIP

+2.7%

5 years, per year

SGOViShares

+3.9%

5 years, per year

VTIPSGOVFaded: behind in that period

0–4SGOV wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Bonds vs Income: VTIP vs JEPQ

YTD

VanguardVTIP

+0.6%

JEPQJ.P. Morgan

+3.2%

+0.6%Year to date+3.2%

−2.6%Worst drop · 1Y−11.5%

2.2%Volatility · 1Y16.7%

4.8%Yield12.8%

$20.9BAssets$42.6B

2–2level

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: VTIP, JEPQ, SGOV

Today

0.03%lowest, VTIP

FundExpense ratioFee$10k

VTIP0.03%$3

SGOV0.09%$9

JEPQ0.35%$35

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: VTIP, JEPQ, SGOV

12.79%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.79%$1,279

VTIP4.81%$481

SGOV3.63%$363

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$1,244most kept, JEPQ

JEPQ$1,279 − $35 = $1,244

VTIP$481 − $3 = $478

SGOV$363 − $9 = $354

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: VTIP, JEPQ, SGOV

Today

[…]holdings […]

VTIPJEPQSGOV

VTIP—[…][…]

JEPQ[…]—[…]

SGOV[…][…]—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+4.5%JEPQ, at 16.7% volatility

SGOVWorst drop0.0%0.2% vol

VTIPWorst drop−2.6%2.2% vol

JEPQWorst drop−11.5%16.7% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQSGOV

+3.2%Year to date+3.2%

12.8%Yield3.6%

+4.5%Past year+3.8%

0.35%Fee0.09%

2–1JEPQ wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SGOV vs BIL

YTD

iSharesSGOV

+3.2%

BILSPDR

+3.1%

+3.2%Year to date+3.1%

3.6%Yield3.7%

$117BAssets$48.4B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026