IBTP vs JEPI

AIBTP

BJEPI

Measures won3–1IBTP wins · of 6 · 5Y

$10,000 · 5Y$14,448JEPI · SGOV $12,091

Lowest cost0.07%IBTP · $7 on $10k

Most income7.93%JEPI · $793 on $10k

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

Held in common[…]IBTP and JEPI

IBTP

JEPI

iShares iBonds Dec 2034 Term Treasury ETF · $379MJPMorgan Equity Premium Income ETF · $45.2B

[…]3 years · per year[…] · $13,679+11.0%

[…]5 years · per year[…] · $14,448+7.6%

0.07%Expense ratio$7 · $35 on $10k · lower wins0.35%

4.13%12-mo yield$413 · $793 on $10k7.93%

−6.5%Worst dropSmaller wins−6.7%

4.8%VolatilityLower wins9.0%

3–1IBTP wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIBTP · JEPI

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

Held in common[…]

End-of-day Nov 9, 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	BJEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.93%	+2.1%	+7.5%	+10.9%	+11.0%	+7.6%	−6.7%	$45.2B
2	SGOV	iShares 0-3 Month Treasury Bond ETFRead Desk	0.09%	3.63%	0.0%	+3.2%	+3.8%	+4.5%	+3.9%	0.0%	$116.4B
3	AIBTP	iShares iBonds Dec 2034 Term Treasury ETFRead Desk	0.07%	4.13%	−0.1%	−1.2%	−1.0%	new	new	−6.5%	$379M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	BJEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.93%	+2.1%	+7.5%	+10.9%	+11.0%	+7.6%	−6.7%	$45.2B
2	SGOV	iShares 0-3 Month Treasury Bond ETFRead Desk	0.09%	3.63%	0.0%	+3.2%	+3.8%	+4.5%	+3.9%	0.0%	$116.4B
3	AIBTP	iShares iBonds Dec 2034 Term Treasury ETFRead Desk	0.07%	4.13%	−0.1%	−1.2%	−1.0%	new	new	−6.5%	$379M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

IBTP vs JEPI

IBTP

iShares iBonds Dec 2034 Term Treasury

[…]

JEPI

JPMorgan Equity Premium Income

$14,448

MeasureIBTPJEPI

Fee0.07%0.35%

Cost on $10k a year$7$35

Yield4.13%7.93%

5 years, per year[…]+7.6%

3 years, per year[…]+11.0%

Worst drop · 1Y−6.5%−6.7%

Volatility · 1Y4.8%9.0%

3–1measures won
IBTP first

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SGOV vs BIL

YTD

iSharesSGOV

+3.2%

BILSPDR

+3.1%

+3.2%Year to date+3.1%

3.6%Yield3.7%

$116BAssets$48.7B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

Overlap: IBTP, JEPI, SGOV

Today

[…]holdings […]

IBTPJEPISGOV

IBTP—[…][…]

JEPI[…]—[…]

SGOV[…][…]—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$758most kept, JEPI

JEPI$793 − $35 = $758

IBTP$413 − $7 = $406

SGOV$363 − $9 = $354

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee