SUSB vs JEPQ

ASUSB

BJEPQ

Measures won3–2SUSB wins · of 6 · 5Y

$10,000 · 5Y$11,290SUSB

Lowest cost0.12%SUSB · $12 on $10k

Most income12.79%JEPQ · $1,279 on $10k

Smallest drop−1.6%SUSB · worst fall in 1Y

Held in common[…]SUSB and JEPQ

SUSB

JEPQ

iShares ESG Aware 1-5 Year USD Corporate Bond ETF · $1.3BJPMorgan Nasdaq Equity Premium Income ETF · $42.6B

+5.5%3 years · per year$11,743 · $16,202+17.4%

+2.5%5 years · per year$11,290 · […][…]

0.12%Expense ratio$12 · $35 on $10k · lower wins0.35%

4.60%12-mo yield$460 · $1,279 on $10k12.79%

−1.6%Worst dropSmaller wins−11.5%

2.1%VolatilityLower wins16.7%

3–2SUSB wins

$10,000 · 5 yearsOne scale

Shared top holdingsSUSB · JEPQ

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

Both

5Y2 funds

#			Trend
1	ASUSB	iShares ESG Aware 1-5 Year USD Corporate Bond ETFRead Desk		0.12%	4.60%	−0.1%	+1.2%	+2.2%	+5.5%	+2.5%	−1.6%	$1.3B
2	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk		0.35%	12.79%	+1.2%	+3.2%	+4.5%	+17.4%	new	−11.5%	$42.6B

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

Both

5Y2 funds

#			Trend
1	ASUSB	iShares ESG Aware 1-5 Year USD Corporate Bond ETFRead Desk		0.12%	4.60%	−0.1%	+1.2%	+2.2%	+5.5%	+2.5%	−1.6%	$1.3B
2	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk		0.35%	12.79%	+1.2%	+3.2%	+4.5%	+17.4%	new	−11.5%	$42.6B

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

SUSB vs JEPQ

SUSB

iShares ESG Aware 1-5 Year USD Corporate Bond

$11,290

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureSUSBJEPQ

Fee0.12%0.35%

Cost on $10k a year$12$35

Yield4.60%12.79%

5 years, per year+2.5%[…]

3 years, per year+5.5%+17.4%

Worst drop · 1Y−1.6%−11.5%

Volatility · 1Y2.1%16.7%

3–2measures won
SUSB first

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

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

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: SUSB, JEPQ

Today

[…]holdings […]

SUSBJEPQ

SUSB—[…]

JEPQ[…]—

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

Income After Fees on $10,000

$1,244most kept, JEPQ

JEPQ$1,279 − $35 = $1,244

SUSB$460 − $12 = $448

KeptFee

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