MFSM vs JEPQ

AMFSM

BJEPQ

Measures won3–1MFSM wins · of 6 · 5Y

$10,000 · 5Y$12,091SGOV

Lowest cost0.09%SGOV · $9 on $10k

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

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

Held in common0.0%MFSM and JEPQ

MFSM

JEPQ

MFS Active Exchange Traded Funds Trust - MFS Active Intermediate Muni Bond ETF · $129MJPMorgan Nasdaq Equity Premium Income ETF · $40.7B

[…]3 years · per year[…] · $16,495+18.2%

[…]5 years · per year[…]

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

3.58%12-mo yield$358 · $1,239 on $10k12.39%

−6.7%Worst dropSmaller wins−11.5%

3.7%VolatilityLower wins16.9%

3–1MFSM wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsMFSM · JEPQ

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	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
2	AMFSM	MFS Active Exchange Traded Funds Trust - MFS Active Intermediate Muni Bond ETFRead Desk	0.34%	3.58%	+0.2%	+1.2%	+1.7%	new	new	−6.7%	$129M
3	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.39%	+3.2%	+6.6%	+9.2%	+18.2%	new	−11.5%	$40.7B

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	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
2	AMFSM	MFS Active Exchange Traded Funds Trust - MFS Active Intermediate Muni Bond ETFRead Desk	0.34%	3.58%	+0.2%	+1.2%	+1.7%	new	new	−6.7%	$129M
3	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.39%	+3.2%	+6.6%	+9.2%	+18.2%	new	−11.5%	$40.7B

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 JEPQ

MFSM

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

[…]

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureMFSMJEPQ

Fee0.34%0.35%

Cost on $10k a year$34$35

Yield3.58%12.39%

5 years, per year[…][…]

3 years, per year[…]+18.2%

Worst drop · 1Y−6.7%−11.5%

Volatility · 1Y3.7%16.9%

3–1measures 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

+33.1%

VIGVanguard

+14.8%

+33.1%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

Overlap: MFSM, JEPQ, SGOV

Today

0.0%most shared, MFSM and JEPQ

MFSMJEPQSGOV

MFSM—0.0%[…]

JEPQ0.0%—[…]

SGOV[…][…]—

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

SGOV$363 − $9 = $354

MFSM$358 − $34 = $324

KeptFee

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