JEPI vs SUSB

AJEPI

BSUSB

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,267SCHD · VIG $16,243

Lowest cost0.04%VIG · $4 on $10k

Most income8.09%JEPI · $809 on $10k

Smallest drop−1.6%SUSB · worst fall in 1Y

Held in common[…]JEPI and SUSB

JEPI

SUSB

JPMorgan Equity Premium Income ETF · $45.2BiShares ESG Aware 1-5 Year USD Corporate Bond ETF · $1.3B

+10.7%3 years · per year$13,562 · $11,743+5.5%

+7.1%5 years · per year$14,118 · $11,290+2.5%

0.35%Expense ratio$35 · $12 on $10k · lower wins0.12%

8.09%12-mo yield$809 · $460 on $10k4.60%

−6.7%Worst dropSmaller wins−1.6%

8.8%VolatilityLower wins2.1%

3–3Level

$10,000 · 5 yearsAll four, one scale

Shared top holdingsJEPI · SUSB

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	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
2	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
3	AJEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	8.09%	+0.1%	+5.3%	+8.2%	+10.7%	+7.1%	−6.7%	$45.2B
4	BSUSB	iShares ESG Aware 1-5 Year USD Corporate Bond ETFRead Desk	0.12%	4.60%	−0.1%	+1.2%	+2.2%	+5.5%	+2.5%	−1.6%	$1.3B

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	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
2	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
3	AJEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	8.09%	+0.1%	+5.3%	+8.2%	+10.7%	+7.1%	−6.7%	$45.2B
4	BSUSB	iShares ESG Aware 1-5 Year USD Corporate Bond ETFRead Desk	0.12%	4.60%	−0.1%	+1.2%	+2.2%	+5.5%	+2.5%	−1.6%	$1.3B

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

JEPI vs SUSB

JEPI

JPMorgan Equity Premium Income

$14,118

SUSB

iShares ESG Aware 1-5 Year USD Corporate Bond

$11,290

MeasureJEPISUSB

Fee0.35%0.12%

Cost on $10k a year$35$12

Yield8.09%4.60%

5 years, per year+7.1%+2.5%

3 years, per year+10.7%+5.5%

Worst drop · 1Y−6.7%−1.6%

Volatility · 1Y8.8%2.1%

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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.7BAssets$109B

2–0DGRO wins

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: JEPI, SUSB, SCHD, VIG

Today

30.7%most shared, JEPI and VIG

JEPISUSBSCHDVIG

JEPI—[…]8.2%30.7%

SUSB[…]—[…][…]

SCHD8.2%[…]—14.5%

VIG30.7%[…]14.5%—

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

SUSB$460 − $12 = $448

SCHD$300 − $6 = $294

VIG$150 − $4 = $146

KeptFee

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