STIP vs JEPQ

ASTIP

BJEPQ

Measures won3–2STIP wins · of 6 · 5Y

$10,000 · 5Y$11,568STIP

Lowest cost0.03%STIP · $3 on $10k

Most income12.17%JEPQ · $1,217 on $10k

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

Held in common[…]STIP and JEPQ

STIP

JEPQ

iShares 0-5 Year TIPS Bond ETF · $16.9BJPMorgan Nasdaq Equity Premium Income ETF · $42.6B

+5.0%3 years · per year$11,570 · $17,406+20.3%

+3.0%5 years · per year$11,568 · […][…]

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

4.61%12-mo yield$461 · $1,217 on $10k12.17%

−1.4%Worst dropSmaller wins−8.8%

1.7%VolatilityLower wins15.5%

3–2STIP wins

$10,000 · 5 yearsOne scale

Shared top holdingsSTIP · JEPQ

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

Held in common[…]

End-of-day Nov 5, 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	ASTIP	iShares 0-5 Year TIPS Bond ETFRead Desk		0.03%	4.61%	+0.1%	+2.0%	+2.2%	+5.0%	+3.0%	−1.4%	$16.9B
2	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk		0.35%	12.17%	+0.9%	+8.5%	+9.3%	+20.3%	new	−8.8%	$42.6B

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

Both

5Y2 funds

#			Trend
1	ASTIP	iShares 0-5 Year TIPS Bond ETFRead Desk		0.03%	4.61%	+0.1%	+2.0%	+2.2%	+5.0%	+3.0%	−1.4%	$16.9B
2	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk		0.35%	12.17%	+0.9%	+8.5%	+9.3%	+20.3%	new	−8.8%	$42.6B

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

Cards for this view

STIP vs JEPQ

STIP

iShares 0-5 Year TIPS Bond

$11,568

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureSTIPJEPQ

Fee0.03%0.35%

Cost on $10k a year$3$35

Yield4.61%12.17%

5 years, per year+3.0%[…]

3 years, per year+5.0%+20.3%

Worst drop · 1Y−1.4%−8.8%

Volatility · 1Y1.7%15.5%

3–2measures won
STIP first

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: STIP, JEPQ

Today

[…]holdings […]

STIPJEPQ

STIP—[…]

JEPQ[…]—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$1,182most kept, JEPQ

JEPQ$1,217 − $35 = $1,182

STIP$461 − $3 = $458

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee