JEPQ vs SGOV

AJEPQ

BSGOV

Measures won2–3SGOV wins · of 6 · 5Y

$10,000 · 5Y$12,086SGOV

Lowest cost0.09%SGOV · $9 on $10k

Most income12.17%JEPQ · $1,217 on $10k

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

Held in common[…]JEPQ and SGOV

JEPQ

SGOV

JPMorgan Nasdaq Equity Premium Income ETF · $42.1BiShares 0-3 Month Treasury Bond ETF · $117B

+20.3%3 years · per year$17,406 · $11,417+4.5%

[…]5 years · per year[…] · $12,086+3.9%

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

12.17%12-mo yield$1,217 · $363 on $10k3.63%

−8.8%Worst dropSmaller wins0.0%

15.5%VolatilityLower wins0.2%

2–3SGOV wins

$10,000 · 5 yearsOne scale

Shared top holdingsJEPQ · SGOV

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

Held in common[…]

End-of-day Nov 5, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BSGOV	iShares 0-3 Month Treasury Bond ETFRead Desk		0.09%	3.63%	0.0%	+3.1%	+3.7%	+4.5%	+3.9%	0.0%	$116.8B
2	AJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk		0.35%	12.17%	+0.9%	+8.5%	+9.3%	+20.3%	new	−8.8%	$42.1B

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

Both

5Y2 funds

#			Trend
1	BSGOV	iShares 0-3 Month Treasury Bond ETFRead Desk		0.09%	3.63%	0.0%	+3.1%	+3.7%	+4.5%	+3.9%	0.0%	$116.8B
2	AJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk		0.35%	12.17%	+0.9%	+8.5%	+9.3%	+20.3%	new	−8.8%	$42.1B

End-of-day Nov 5, 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

$12,086

MeasureJEPQSGOV

Fee0.35%0.09%

Cost on $10k a year$35$9

Yield12.17%3.63%

5 years, per year[…]+3.9%

3 years, per year+20.3%+4.5%

Worst drop · 1Y−8.8%+0.0%

Volatility · 1Y15.5%0.2%

3–2measures won
SGOV first

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SGOV vs BIL

YTD

iSharesSGOV

+3.1%

BILSPDR

+3.1%

+3.1%Year to date+3.1%

3.6%Yield3.7%

$117BAssets$48.4B

1–0BIL wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

Overlap: JEPQ, SGOV

Today

[…]holdings […]

JEPQSGOV

JEPQ—[…]

SGOV[…]—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$1,182most kept, JEPQ

JEPQ$1,217 − $35 = $1,182

SGOV$363 − $9 = $354

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee