JEPQ vs SGOV

AJEPQ

BSGOV

Measures won2–3SGOV wins · of 6 · 5Y

$10,000 · 5Y$12,090SGOV · BND $9,974

Lowest cost0.03%BND · $3 on $10k

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

Smallest drop0.0%SGOV · worst fall in 1Y

Held in common[…]JEPQ and SGOV

JEPQ

SGOV

JPMorgan Nasdaq Equity Premium Income ETF · $42.6BiShares 0-3 Month Treasury Bond ETF · $117B

+17.4%3 years · per year$16,202 · $11,419+4.5%

[…]5 years · per year[…] · $12,090+3.9%

0.35%Expense ratio$35 · $9 on $10k · lower wins0.09%

12.79%12-mo yield$1,279 · $363 on $10k3.63%

−11.5%Worst dropSmaller wins0.0%

16.7%VolatilityLower wins0.2%

2–3SGOV wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsJEPQ · SGOV

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	BSGOV	iShares 0-3 Month Treasury Bond ETFRead Desk	0.09%	3.63%	0.0%	+3.2%	+3.8%	+4.5%	+3.9%	0.0%	$116.9B
2	BND	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	AJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.79%	+1.2%	+3.2%	+4.5%	+17.4%	new	−11.5%	$42.6B

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	BSGOV	iShares 0-3 Month Treasury Bond ETFRead Desk	0.09%	3.63%	0.0%	+3.2%	+3.8%	+4.5%	+3.9%	0.0%	$116.9B
2	BND	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	AJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.79%	+1.2%	+3.2%	+4.5%	+17.4%	new	−11.5%	$42.6B

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

JEPQ vs SGOV

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

SGOV

iShares 0-3 Month Treasury Bond

$12,090

MeasureJEPQSGOV

Fee0.35%0.09%

Cost on $10k a year$35$9

Yield12.79%3.63%

5 years, per year[…]+3.9%

3 years, per year+17.4%+4.5%

Worst drop · 1Y−11.5%+0.0%

Volatility · 1Y16.7%0.2%

3–2measures won
SGOV 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%

$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

SGOV vs BIL

YTD

iSharesSGOV

+3.2%

BILSPDR

+3.1%

+3.2%Year to date+3.1%

3.6%Yield3.7%

$117BAssets$48.4B

1–1level

End-of-day Nov 6, 2026

Overlap: CSSD, JEPQ, SGOV, BND

Today

0.0%most shared, CSSD and JEPQ

CSSDJEPQSGOVBND

CSSD—0.0%[…][…]

JEPQ0.0%—[…][…]

SGOV[…][…]—[…]

BND[…][…][…]—

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

CSSD$525 − $49 = $476

BND$412 − $3 = $409

SGOV$363 − $9 = $354

KeptFee

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