BNDX vs JEPI

Vanguard Total International Bond ETF vs JPMorgan Equity Premium Income ETF

Quick take
  • BNDX has the lower expense ratio at 0.07% vs 0.35% for JEPI.
  • JEPI pays a higher dividend yield (8.29%).

Side-by-side metrics

MetricBNDXJEPI
Expense ratio
Annual fee. Lower is better.
0.07%0.35%
Dividend yield
Trailing 12-month yield.
4.47%8.29%
AUM
Assets under management — bigger funds are typically more liquid.
$117.95B$45.61B
YTD return
0.57%1.38%
1-year return
3-year return
Annualized.
5-year return
Annualized.
10-year return
Annualized.
Beta (3Y)
Volatility relative to the market. Closer to 1 = market-like.
0.610.48
P/E ratio
26.80
Last price
$48.08$56.28
Inception
Issuer
VanguardJPMorgan

BNDX top holdings

Holdings data unavailable for BNDX.
Sector breakdown · BNDX
Technology100.0%

JEPI top holdings

Top holdings · JEPI
GOOGLAlphabet Inc Class A1.81%
AMZNAmazon.com Inc1.76%
NEENextEra Energy Inc1.70%
ETNEaton Corp PLC1.70%
ROSTRoss Stores Inc1.70%
AVGOBroadcom Inc1.67%
TTTrane Technologies PLC Class A1.65%
EOGEOG Resources Inc1.62%
HWMHowmet Aerospace Inc1.61%
NVDANVIDIA Corp1.59%
Sector breakdown · JEPI
Real Estate3.5%
Consumer Cyclical11.7%
Basic Materials1.9%
Consumer Defensive9.6%
Technology19.1%
Communication Services6.9%
Financial Services9.8%
Utilities6.2%
Industrials13.8%
Energy3.5%
Healthcare14.1%

About BNDX

BNDX (Vanguard Total International Bond ETF) is Investment-grade non-US bonds, hedged to USD. Managed by Vanguard, the fund carries $118.0B in assets under management, an expense ratio of 0.07%, a dividend yield of 4.47%. Technology is the fund's largest sector exposure at 100.0%.

About JEPI

JEPI (JPMorgan Equity Premium Income ETF) is Active equity income with covered-call overlay. Managed by JPMorgan, the fund carries $45.6B in assets under management, an expense ratio of 0.35%, a dividend yield of 8.29%. Its largest holding is Alphabet Inc Class A (GOOGL), which represents 1.8% of the portfolio. Real Estate is the fund's largest sector exposure at 3.5%.