BND vs JEPI

ABND

BJEPI

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$14,118JEPI · BND $9,974

Lowest cost0.03%BND · $3 on $10k

Most income8.09%JEPI · $809 on $10k

Smallest drop−4.5%BND · worst fall in 1Y

Held in common[…]BND and JEPI

BND

JEPI

Vanguard Total Bond Market ETF · $161BJPMorgan Equity Premium Income ETF · $46.8B

+5.2%3 years · per year$11,637 · $13,562+10.7%

−0.1%5 years · per year$9,974 · $14,118+7.1%

0.03%Expense ratio$3 · $35 on $10k · lower wins0.35%

4.12%12-mo yield$412 · $809 on $10k8.09%

−4.5%Worst dropSmaller wins−6.7%

4.0%VolatilityLower wins8.8%

3–3Level

$10,000 · 5 yearsAll four, one scale

Shared top holdingsBND · JEPI

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

All Four

5Y4 funds

#
1	BJEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	8.09%	+0.1%	+5.3%	+8.2%	+10.7%	+7.1%	−6.7%	$46.8B
2	ABND	Vanguard Total Bond Market ETFRead Desk	0.03%	4.12%	−0.1%	0.0%	+0.6%	+5.2%	−0.1%	−4.5%	$161.4B
3	CSSD	Cohen & Steers Short Duration Preferred and Income Active ETFRead Desk	0.49%	5.25%	+0.1%	+2.8%	new	new	new	[…]	$69M
4	EVPF	Eaton Vance Preferred Securities and Income ETFRead Desk	0.20%	3.76%	+0.2%	new	new	new	new	[…]	$58M

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

All Four

5Y4 funds

#
1	BJEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	8.09%	+0.1%	+5.3%	+8.2%	+10.7%	+7.1%	−6.7%	$46.8B
2	ABND	Vanguard Total Bond Market ETFRead Desk	0.03%	4.12%	−0.1%	0.0%	+0.6%	+5.2%	−0.1%	−4.5%	$161.4B
3	CSSD	Cohen & Steers Short Duration Preferred and Income Active ETFRead Desk	0.49%	5.25%	+0.1%	+2.8%	new	new	new	[…]	$69M
4	EVPF	Eaton Vance Preferred Securities and Income ETFRead Desk	0.20%	3.76%	+0.2%	new	new	new	new	[…]	$58M

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

BND vs JEPI

BND

Vanguard Total Bond Market

$9,974

JEPI

JPMorgan Equity Premium Income

$14,118

MeasureBNDJEPI

Fee0.03%0.35%

Cost on $10k a year$3$35

Yield4.12%8.09%

5 years, per year−0.1%+7.1%

3 years, per year+5.2%+10.7%

Worst drop · 1Y−4.5%−6.7%

Volatility · 1Y4.0%8.8%

3–3measures won
level

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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

BND vs AGG

YTD

VanguardBND

−0.0%

AGGiShares

−0.0%

−0.0%Year to date−0.0%

4.1%Yield4.1%

$161BAssets$139B

0–0level

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

Overlap: CSSD, EVPF, JEPI, BND

Today

0.7%most shared, CSSD and EVPF

CSSDEVPFJEPIBND

CSSD—0.7%0.0%[…]

EVPF0.7%—0.5%[…]

JEPI0.0%0.5%—[…]

BND[…][…][…]—

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

Income After Fees on $10,000

$774most kept, JEPI

JEPI$809 − $35 = $774

CSSD$525 − $49 = $476

BND$412 − $3 = $409

EVPF$376 − $20 = $356

KeptFee

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