VUSB vs JEPQ

AVUSB

BJEPQ

Measures won3–2VUSB wins · of 6 · 5Y

$10,000 · 5Y$12,091SGOV · VUSB $12,028

Lowest cost0.09%SGOV · $9 on $10k

Most income12.39%JEPQ · $1,239 on $10k

Smallest drop0.0%SGOV · worst fall in 1Y

Held in common[…]VUSB and JEPQ

VUSB

JEPQ

Vanguard Ultra-Short Bond ETF · $9.9BJPMorgan Nasdaq Equity Premium Income ETF · $40.7B

+5.2%3 years · per year$11,635 · $16,495+18.2%

+3.8%5 years · per year$12,028 · […][…]

0.10%Expense ratio$10 · $35 on $10k · lower wins0.35%

4.27%12-mo yield$427 · $1,239 on $10k12.39%

−0.4%Worst dropSmaller wins−11.5%

0.7%VolatilityLower wins16.9%

3–2VUSB wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsVUSB · JEPQ

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

Held in common[…]

End-of-day Nov 9, 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	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%	$116.4B
2	AVUSB	Vanguard Ultra-Short Bond ETFRead Desk	0.10%	4.27%	0.0%	+3.0%	+3.7%	+5.2%	+3.8%	−0.4%	$9.9B
3	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.39%	+3.2%	+6.6%	+9.2%	+18.2%	new	−11.5%	$40.7B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	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%	$116.4B
2	AVUSB	Vanguard Ultra-Short Bond ETFRead Desk	0.10%	4.27%	0.0%	+3.0%	+3.7%	+5.2%	+3.8%	−0.4%	$9.9B
3	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.39%	+3.2%	+6.6%	+9.2%	+18.2%	new	−11.5%	$40.7B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

VUSB vs JEPQ

VUSB

Vanguard Ultra-Short Bond

$12,028

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureVUSBJEPQ

Fee0.10%0.35%

Cost on $10k a year$10$35

Yield4.27%12.39%

5 years, per year+3.8%[…]

3 years, per year+5.2%+18.2%

Worst drop · 1Y−0.4%−11.5%

Volatility · 1Y0.7%16.9%

3–2measures won
VUSB first

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SGOV vs BIL

YTD

iSharesSGOV

+3.2%

BILSPDR

+3.1%

+3.2%Year to date+3.1%

3.6%Yield3.7%

$116BAssets$48.7B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

Overlap: VUSB, JEPQ, SGOV

Today

[…]holdings […]

VUSBJEPQSGOV

VUSB—[…][…]

JEPQ[…]—[…]

SGOV[…][…]—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$1,204most kept, JEPQ

JEPQ$1,239 − $35 = $1,204

VUSB$427 − $10 = $417

SGOV$363 − $9 = $354

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee