JEPQ vs BND

AJEPQ

BBND

Measures won2–3BND wins · of 6 · 5Y

$10,000 · 5Y$12,091SGOV · BND $9,985

Lowest cost0.03%BND · $3 on $10k

Most income12.39%JEPQ · $1,239 on $10k

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

Held in common[…]JEPQ and BND

JEPQ

BND

JPMorgan Nasdaq Equity Premium Income ETF · $40.7BVanguard Total Bond Market ETF · $161B

+18.2%3 years · per year$16,495 · $11,576+5.0%

[…]5 years · per year[…] · $9,985−0.0%

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

12.39%12-mo yield$1,239 · $412 on $10k4.12%

−11.5%Worst dropSmaller wins−4.5%

16.9%VolatilityLower wins4.0%

2–3BND wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsJEPQ · 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	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
2	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
3	AJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.39%	+3.2%	+6.6%	+9.2%	+18.2%	new	−11.5%	$40.7B
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	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
2	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
3	AJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.39%	+3.2%	+6.6%	+9.2%	+18.2%	new	−11.5%	$40.7B
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

JEPQ vs BND

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

BND

Vanguard Total Bond Market

$9,985

MeasureJEPQBND

Fee0.35%0.03%

Cost on $10k a year$35$3

Yield12.39%4.12%

5 years, per year[…]−0.0%

3 years, per year+18.2%+5.0%

Worst drop · 1Y−11.5%−4.5%

Volatility · 1Y16.9%4.0%

3–2measures won
BND 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

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

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

Overlap: JEPQ, CGUI, SGOV, BND

Today

[…]holdings […]

JEPQCGUISGOVBND

JEPQ—[…][…][…]

CGUI[…]—[…][…]

SGOV[…][…]—[…]

BND[…][…][…]—

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

Income After Fees on $10,000

$1,204most kept, JEPQ

JEPQ$1,239 − $35 = $1,204

BND$412 − $3 = $409

CGUI$382 − $18 = $364

SGOV$363 − $9 = $354

KeptFee

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