CGCB vs JEPQ

ACGCB

BJEPQ

Measures won3–2CGCB wins · of 6 · 5Y

$10,000 · 5Y[…]no history on file

Lowest cost0.27%CGCB · $27 on $10k

Most income12.79%JEPQ · $1,279 on $10k

Smallest drop−4.9%CGCB · worst fall in 1Y

Held in common[…]CGCB and JEPQ

CGCB

JEPQ

Capital Group Core Bond ETF · $6.9BJPMorgan Nasdaq Equity Premium Income ETF · $40.7B

+5.2%3 years · per year$11,658 · $16,202+17.4%

[…]5 years · per year[…]

0.27%Expense ratio$27 · $35 on $10k · lower wins0.35%

4.27%12-mo yield$427 · $1,279 on $10k12.79%

−4.9%Worst dropSmaller wins−11.5%

4.2%VolatilityLower wins16.7%

3–2CGCB wins

$10,000 · 5 yearsOne scale

No price history on file for these funds yet […]

Shared top holdingsCGCB · JEPQ

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

Held in common[…]

End-of-day Nov 6, 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							5Y/yr
1	ACGCB	Capital Group Core Bond ETFRead Desk		0.27%	4.27%	−0.2%	−0.4%	+0.3%	+5.2%	new	−4.9%	$6.9B
2	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk		0.35%	12.79%	+1.2%	+3.2%	+4.5%	+17.4%	new	−11.5%	$40.7B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend							5Y/yr
1	ACGCB	Capital Group Core Bond ETFRead Desk		0.27%	4.27%	−0.2%	−0.4%	+0.3%	+5.2%	new	−4.9%	$6.9B
2	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk		0.35%	12.79%	+1.2%	+3.2%	+4.5%	+17.4%	new	−11.5%	$40.7B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

CGCB vs JEPQ

CGCB

Capital Group Core Bond

[…]

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureCGCBJEPQ

Fee0.27%0.35%

Cost on $10k a year$27$35

Yield4.27%12.79%

5 years, per year[…][…]

3 years, per year+5.2%+17.4%

Worst drop · 1Y−4.9%−11.5%

Volatility · 1Y4.2%16.7%

3–2measures won
CGCB first

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

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%

$40.7BAssets$45.2B

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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: CGCB, JEPQ

Today

[…]holdings […]

CGCBJEPQ

CGCB—[…]

JEPQ[…]—

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

Income After Fees on $10,000

$1,244most kept, JEPQ

JEPQ$1,279 − $35 = $1,244

CGCB$427 − $27 = $400

KeptFee

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