Compare · 3 funds side by side · dividends reinvested

VUSB, JEPI and SGOV

VUSBVanguard×JEPIJ.P. Morgan×SGOViShares×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$14,448JEPI · best of the three

02 / 04

VUSB, JEPI and SGOV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.93%+7.5%+10.9%+11.0%+7.6%−6.7%9.0%$45.2B1.8

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%$116B1.9

Vanguard Ultra-Short Bond ETFBonds & Cash · Ultra-short0.10%4.27%+3.0%+3.7%+5.2%+3.8%−0.4%0.7%$9.9B2.4

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

End-of-day Nov 9, 2026 · returns include dividends · since: VUSB 2021 · JEPI 2020 · SGOV 2020

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Ultra-Short Bond ETF · $9.9B$12,028

VUSB

JEPI

JPMorgan Equity Premium Income ETF · $45.2B$14,448

$10,000 five years ago, dividends reinvested

VUSBMeasureJEPI

+3.0%Year to dateJan 1 → Nov 9+7.5%

+3.7%1 yearTotal return+10.9%

+5.2%3 years · per year$10,000 became $11,635 · $13,679+11.0%

+3.8%5 years · per year$10,000 became $12,028 · $14,448+7.6%

0.10%Expense ratio$10 · $35 a year on $10k · lower is better0.35%

4.27%Trailing 12-mo yield$427 · $793 a year on $10k7.93%

−0.4%Worst dropSmaller is better−6.7%

0.7%VolatilityLower is calmer9.0%

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

3–5JEPI wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

VUSB vs JEPI: Top 5 Holdings

Today

VUSB

[…]in top 5

JEPI

in top 59.9%

VUSBStockJEPI

not top 5MA2.0%

not top 5MSFT2.0%

not top 5AAPL2.0%

not top 5V1.9%

not top 5MMM1.9%

Held in common[…]

End-of-day Nov 9, 2026 · share of each fund

VUSB vs JEPI Returns, Every Period

VanguardVUSB

+3.8%

5 years, per year

JEPIJ.P. Morgan

+7.6%

5 years, per year

VUSBJEPIFaded: behind in that period

0–4JEPI wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Bonds vs Income: VUSB vs JEPI

YTD

VanguardVUSB

+3.0%

JEPIJ.P. Morgan

+7.5%

+3.0%Year to date+7.5%

−0.4%Worst drop · 1Y−6.7%

0.7%Volatility · 1Y9.0%

4.3%Yield7.9%

$9.9BAssets$45.2B

2–2level

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: VUSB, JEPI, SGOV

Today

0.09%lowest, SGOV

FundExpense ratioFee$10k

SGOV0.09%$9

VUSB0.10%$10

JEPI0.35%$35

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: VUSB, JEPI, SGOV

7.93%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.93%$793

VUSB4.27%$427

SGOV3.63%$363

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$758most kept, JEPI

JEPI$793 − $35 = $758

VUSB$427 − $10 = $417

SGOV$363 − $9 = $354

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: VUSB, JEPI, SGOV

Today

[…]holdings […]

VUSBJEPISGOV

VUSB—[…][…]

JEPI[…]—[…]

SGOV[…][…]—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+10.9%JEPI, at 9.0% volatility

SGOVWorst drop0.0%0.2% vol

VUSBWorst drop−0.4%0.7% vol

JEPIWorst drop−6.7%9.0% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

JEPISGOV

+7.5%Year to date+3.2%

7.9%Yield3.6%

+10.9%Past year+3.8%

0.35%Fee0.09%

3–1JEPI wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SGOV vs BIL

YTD

iSharesSGOV

+3.2%

BILSPDR

+3.1%

+3.2%Year to date+3.1%

3.6%Yield3.7%

$116BAssets$48.7B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026