STIP vs JEPI

ASTIP

BJEPI

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$14,118JEPI · SGOV $12,090

Lowest cost0.03%STIP · $3 on $10k

Most income8.09%JEPI · $809 on $10k

Smallest drop0.0%SGOV · 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	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
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%	$116.9B
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	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
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%	$116.9B
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

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

SGOV vs BIL

YTD

iSharesSGOV

+3.2%

BILSPDR

+3.1%

+3.2%Year to date+3.1%

3.6%Yield3.7%

$117BAssets$48.4B

1–1level

End-of-day Nov 6, 2026

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

Overlap: STIP, JEPI, SGOV

Today

[…]holdings […]

STIPJEPISGOV

STIP—[…][…]

JEPI[…]—[…]

SGOV[…][…]—

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

SGOV$363 − $9 = $354

KeptFee

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