JEPI vs BND

AJEPI

BBND

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,459SCHD · JEPI $14,448

Lowest cost0.03%BND · $3 on $10k

Most income7.93%JEPI · $793 on $10k

Smallest drop−0.2%CGUI · worst fall in 1Y

Held in common[…]JEPI and BND

JEPI

BND

JPMorgan Equity Premium Income ETF · $45.2BVanguard Total Bond Market ETF · $161B

+11.0%3 years · per year$13,679 · $11,576+5.0%

+7.6%5 years · per year$14,448 · $9,985−0.0%

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

7.93%12-mo yield$793 · $412 on $10k4.12%

−6.7%Worst dropSmaller wins−4.5%

9.0%VolatilityLower wins4.0%

3–3Level

$10,000 · 5 yearsAll four, one scale

Shared top holdingsJEPI · BND

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 Four

5Y4 funds

#
1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$119.9B
2	AJEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.93%	+2.1%	+7.5%	+10.9%	+11.0%	+7.6%	−6.7%	$45.2B
3	BBND	Vanguard Total Bond Market ETFRead Desk	0.03%	4.12%	0.0%	0.0%	+0.3%	+5.0%	0.0%	−4.5%	$161.4B
4	CGUI	Capital Group Ultra Short Income ETFRead Desk	0.18%	3.82%	+0.1%	+3.0%	+3.8%	new	new	−0.2%	$442M

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

All Four

5Y4 funds

#
1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$119.9B
2	AJEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.93%	+2.1%	+7.5%	+10.9%	+11.0%	+7.6%	−6.7%	$45.2B
3	BBND	Vanguard Total Bond Market ETFRead Desk	0.03%	4.12%	0.0%	0.0%	+0.3%	+5.0%	0.0%	−4.5%	$161.4B
4	CGUI	Capital Group Ultra Short Income ETFRead Desk	0.18%	3.82%	+0.1%	+3.0%	+3.8%	new	new	−0.2%	$442M

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

JEPI vs BND

JEPI

JPMorgan Equity Premium Income

$14,448

BND

Vanguard Total Bond Market

$9,985

MeasureJEPIBND

Fee0.35%0.03%

Cost on $10k a year$35$3

Yield7.93%4.12%

5 years, per year+7.6%−0.0%

3 years, per year+11.0%+5.0%

Worst drop · 1Y−6.7%−4.5%

Volatility · 1Y9.0%4.0%

3–3measures won
level

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

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

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

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 9, 2026

Overlap: JEPI, CGUI, SCHD, BND

Today

8.4%most shared, JEPI and SCHD

JEPICGUISCHDBND

JEPI—[…]8.4%[…]

CGUI[…]—[…][…]

SCHD8.4%[…]—[…]

BND[…][…][…]—

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

BND$412 − $3 = $409

CGUI$382 − $18 = $364

SCHD$296 − $6 = $290

KeptFee

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