MFSM vs JEPI

AMFSM

BJEPI

Measures won2–1MFSM wins · of 6 · 5Y

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

Lowest cost0.09%SGOV · $9 on $10k

Most income7.93%JEPI · $793 on $10k

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

Held in common0.0%MFSM and JEPI

MFSM

JEPI

MFS Active Exchange Traded Funds Trust - MFS Active Intermediate Muni Bond ETF · $129MJPMorgan Equity Premium Income ETF · $45.2B

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

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

0.34%Expense ratio$34 · $35 on $10k · lower wins0.35%

3.59%12-mo yield$359 · $793 on $10k7.93%

−6.7%Worst dropSmaller wins−6.7%

3.7%VolatilityLower wins9.0%

2–1MFSM wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsMFSM · JEPI

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

Held in common0.0%

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%	$116.5B
3	AMFSM	MFS Active Exchange Traded Funds Trust - MFS Active Intermediate Muni Bond ETFRead Desk	0.34%	3.59%	0.0%	+1.1%	+1.6%	new	new	−6.7%	$129M

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%	$116.5B
3	AMFSM	MFS Active Exchange Traded Funds Trust - MFS Active Intermediate Muni Bond ETFRead Desk	0.34%	3.59%	0.0%	+1.1%	+1.6%	new	new	−6.7%	$129M

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

MFSM vs JEPI

MFSM

MFS Active Exchange Traded Funds Trust - MFS Active Intermediate Muni Bond

[…]

JEPI

JPMorgan Equity Premium Income

$14,448

MeasureMFSMJEPI

Fee0.34%0.35%

Cost on $10k a year$34$35

Yield3.59%7.93%

5 years, per year[…]+7.6%

3 years, per year[…]+11.0%

Worst drop · 1Y−6.7%−6.7%

Volatility · 1Y3.7%9.0%

2–1measures won
MFSM first

0.0%

holdings shared

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%

$117BAssets$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%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

Overlap: MFSM, JEPI, SGOV

Today

0.0%most shared, MFSM and JEPI

MFSMJEPISGOV

MFSM—0.0%[…]

JEPI0.0%—[…]

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

SGOV$363 − $9 = $354

MFSM$359 − $34 = $325

KeptFee

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