JEPQ vs BND

AJEPQ

BBND

Measures won2–3BND wins · of 6 · 5Y

$10,000 · 5Y$9,983BND

Lowest cost0.03%BND · $3 on $10k

Most income12.17%JEPQ · $1,217 on $10k

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

Held in common[…]JEPQ and BND

JEPQ

BND

JPMorgan Nasdaq Equity Premium Income ETF · $42.6BVanguard Total Bond Market ETF · $161B

+20.3%3 years · per year$17,406 · $11,761+5.6%

[…]5 years · per year[…] · $9,983−0.0%

0.35%Expense ratio$35 · $3 on $10k · lower wins0.03%

12.17%12-mo yield$1,217 · $412 on $10k4.12%

−8.8%Worst dropSmaller wins−4.5%

15.5%VolatilityLower wins4.0%

2–3BND wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsJEPQ · BND

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

Held in common[…]

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

All Three

5Y3 funds

#
1	BBND	Vanguard Total Bond Market ETFRead Desk	0.03%	4.12%	+0.2%	+0.1%	+0.4%	+5.6%	0.0%	−4.5%	$161.4B
2	CSSD	Cohen & Steers Short Duration Preferred and Income Active ETFRead Desk	0.49%	5.25%	−0.3%	+2.7%	new	new	new	[…]	$69M
3	AJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.17%	+0.9%	+8.5%	+9.3%	+20.3%	new	−8.8%	$42.6B

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

All Three

5Y3 funds

#
1	BBND	Vanguard Total Bond Market ETFRead Desk	0.03%	4.12%	+0.2%	+0.1%	+0.4%	+5.6%	0.0%	−4.5%	$161.4B
2	CSSD	Cohen & Steers Short Duration Preferred and Income Active ETFRead Desk	0.49%	5.25%	−0.3%	+2.7%	new	new	new	[…]	$69M
3	AJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.17%	+0.9%	+8.5%	+9.3%	+20.3%	new	−8.8%	$42.6B

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

Cards for this view

JEPQ vs BND

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

BND

Vanguard Total Bond Market

$9,983

MeasureJEPQBND

Fee0.35%0.03%

Cost on $10k a year$35$3

Yield12.17%4.12%

5 years, per year[…]−0.0%

3 years, per year+20.3%+5.6%

Worst drop · 1Y−8.8%−4.5%

Volatility · 1Y15.5%4.0%

3–2measures won
BND first

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

BND vs AGG

YTD

VanguardBND

+0.1%

AGGiShares

+0.1%

+0.1%Year to date+0.1%

4.1%Yield4.1%

$161BAssets$139B

0–0level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

Overlap: CSSD, JEPQ, BND

Today

0.0%most shared, CSSD and JEPQ

CSSDJEPQBND

CSSD—0.0%[…]

JEPQ0.0%—[…]

BND[…][…]—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$1,182most kept, JEPQ

JEPQ$1,217 − $35 = $1,182

CSSD$525 − $49 = $476

BND$412 − $3 = $409

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee