STIP vs JEPI

ASTIP

BJEPI

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,267SCHD · JEPI $14,118

Lowest cost0.03%STIP · $3 on $10k

Most income8.09%JEPI · $809 on $10k

Smallest drop−1.4%STIP · worst fall in 1Y

Held in common[…]STIP and JEPI

STIP

JEPI

iShares 0-5 Year TIPS Bond ETF · $16.9BJPMorgan Equity Premium Income ETF · $46.8B

+4.9%3 years · per year$11,538 · $13,562+10.7%

+3.0%5 years · per year$11,570 · $14,118+7.1%

0.03%Expense ratio$3 · $35 on $10k · lower wins0.35%

4.61%12-mo yield$461 · $809 on $10k8.09%

−1.4%Worst dropSmaller wins−6.7%

1.7%VolatilityLower wins8.8%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSTIP · JEPI

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

Held in common[…]

End-of-day Nov 6, 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	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$120.5B
2	BJEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	8.09%	+0.1%	+5.3%	+8.2%	+10.7%	+7.1%	−6.7%	$46.8B
3	ASTIP	iShares 0-5 Year TIPS Bond ETFRead Desk	0.03%	4.61%	0.0%	+2.0%	+2.4%	+4.9%	+3.0%	−1.4%	$16.9B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$120.5B
2	BJEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	8.09%	+0.1%	+5.3%	+8.2%	+10.7%	+7.1%	−6.7%	$46.8B
3	ASTIP	iShares 0-5 Year TIPS Bond ETFRead Desk	0.03%	4.61%	0.0%	+2.0%	+2.4%	+4.9%	+3.0%	−1.4%	$16.9B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

STIP vs JEPI

STIP

iShares 0-5 Year TIPS Bond

$11,570

JEPI

JPMorgan Equity Premium Income

$14,118

MeasureSTIPJEPI

Fee0.03%0.35%

Cost on $10k a year$3$35

Yield4.61%8.09%

5 years, per year+3.0%+7.1%

3 years, per year+4.9%+10.7%

Worst drop · 1Y−1.4%−6.7%

Volatility · 1Y1.7%8.8%

3–3measures won
level

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: STIP, JEPI, SCHD

Today

8.2%most shared, JEPI and SCHD

STIPJEPISCHD

STIP—[…][…]

JEPI[…]—8.2%

SCHD[…]8.2%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$774most kept, JEPI

JEPI$809 − $35 = $774

STIP$461 − $3 = $458

SCHD$300 − $6 = $294

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee