SCSB vs JEPI

ASCSB

BJEPI

Measures won1–1level · of 6 · 5Y

$10,000 · 5Y$14,545JEPI

Lowest cost0.33%SCSB · $33 on $10k

Most income7.84%JEPI · $784 on $10k

Smallest drop−6.7%JEPI · worst fall in 1Y

Held in common[…]SCSB and JEPI

SCSB

JEPI

Sterling Capital Funds - Sterling Capital Short Duration Bond ETF · $32MJPMorgan Equity Premium Income ETF · $46.6B

[…]3 years · per year[…] · $13,729+11.1%

[…]5 years · per year[…] · $14,545+7.8%

0.33%Expense ratio$33 · $35 on $10k · lower wins0.35%

3.56%12-mo yield$356 · $784 on $10k7.84%

[…]Worst dropSmaller wins

End-of-day Nov 11, 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	BJEPI	JPMorgan Equity Premium Income ETFRead Desk		0.35%	7.84%	+1.0%	+8.6%	+11.2%	+11.1%	+7.8%	−6.7%	$46.6B
2	ASCSB	Sterling Capital Funds - Sterling Capital Short Duration Bond ETFRead Desk		0.33%	3.56%	0.0%	new	new	new	new	[…]	$32M

End-of-day Nov 11, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BJEPI	JPMorgan Equity Premium Income ETFRead Desk		0.35%	7.84%	+1.0%	+8.6%	+11.2%	+11.1%	+7.8%	−6.7%	$46.6B
2	ASCSB	Sterling Capital Funds - Sterling Capital Short Duration Bond ETFRead Desk		0.33%	3.56%	0.0%	new	new	new	new	[…]	$32M

End-of-day Nov 11, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

SCSB vs JEPI

SCSB

Sterling Capital Funds - Sterling Capital Short Duration Bond

[…]

JEPI

JPMorgan Equity Premium Income

$14,545

MeasureSCSBJEPI

Fee0.33%0.35%

Cost on $10k a year$33$35

Yield3.56%7.84%

5 years, per year[…]+7.8%

3 years, per year[…]+11.1%

Worst drop · 1Y[…]−6.7%

Volatility · 1Y[…]9.0%

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SCSB vs JEPI

Both

Both

$10,000 in SCSB, JEPI

Overlap: SCSB, JEPI

SCSB vs JEPI

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Overlap: SCSB, JEPI

Income After Fees on $10,000