BOND vs JEPQ

ABOND

BJEPQ

Measures won2–3JEPQ wins · of 6 · 5Y

$10,000 · 5Y$10,108BOND

Lowest cost0.35%JEPQ · $35 on $10k

Most income12.28%JEPQ · $1,228 on $10k

Smallest drop−5.5%BOND · worst fall in 1Y

Held in common0.0%BOND and JEPQ

BOND

JEPQ

PIMCO Active Bond Exchange-Traded Fund · $9.1BJPMorgan Nasdaq Equity Premium Income ETF · $41.8B

+6.4%3 years · per year$12,042 · $17,450+20.4%

+0.2%5 years · per year$10,108 · […][…]

0.53%Expense ratio$53 · $35 on $10k · lower wins0.35%

5.34%12-mo yield$534 · $1,228 on $10k12.28%

−5.5%Worst dropSmaller wins−8.8%

4.5%VolatilityLower wins15.5%

2–3JEPQ wins

$10,000 · 5 yearsOne scale

Shared top holdingsBOND · JEPQ

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

End-of-day Nov 3, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	ABOND	PIMCO Active Bond Exchange-Traded FundRead Desk		0.53%	5.34%	−0.1%	−0.6%	−0.1%	+6.4%	+0.2%	−5.5%	$9.1B
2	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk		0.35%	12.28%	+0.6%	+7.5%	+8.6%	+20.4%	new	−8.8%	$41.8B

End-of-day Nov 3, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	ABOND	PIMCO Active Bond Exchange-Traded FundRead Desk		0.53%	5.34%	−0.1%	−0.6%	−0.1%	+6.4%	+0.2%	−5.5%	$9.1B
2	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk		0.35%	12.28%	+0.6%	+7.5%	+8.6%	+20.4%	new	−8.8%	$41.8B

End-of-day Nov 3, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

BOND vs JEPQ

BOND

PIMCO Active Bond Exchange-Traded Fund

$10,108

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureBONDJEPQ

Fee0.53%0.35%

Cost on $10k a year$53$35

Yield5.34%12.28%

5 years, per year+0.2%[…]

3 years, per year+6.4%+20.4%

Worst drop · 1Y−5.5%−8.8%

Volatility · 1Y4.5%15.5%

3–2measures won
JEPQ first

0.0%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: BOND, JEPQ

Today

0.0%most shared, BOND and JEPQ

BONDJEPQ

BOND—0.0%

JEPQ0.0%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$1,193most kept, JEPQ

JEPQ$1,228 − $35 = $1,193

BOND$534 − $53 = $481

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee