Compare · 3 funds side by side · dividends reinvested

PAPI, JEPI and IVV

PAPIEaton Vance×JEPIJ.P. Morgan×IVViShares×

02 / 04

Search ETFs and stocks

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,414IVV · best of the three

Story of the three · IncomeMost incomeJEPI · 7.92% · $792 a year on $10k

Story of the three · RiskSmallest drop

PAPI, JEPI and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Parametric Equity Premium Income ETFIncome · Premium income0.29%7.20%+19.1%+21.8%+13.0%[…]−6.9%10.6%$551M1.7

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.11%+10.9%+13.0%+21.5%+11.7%−8.9%13.8%$875B2.0

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.92%+7.6%+10.6%+10.9%+7.6%−6.7%9.0%$45.2B2.1

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 10, 2026 · returns include dividends · since: PAPI 2023 · JEPI 2020 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

3Y

iShares Core S&P 500 ETF · $875B$17,934

IVV

PAPI

Parametric Equity Premium Income ETF · $551M$14,424

$10,000 three years ago, dividends reinvested · they hold 17.3% in common

IVV

More Ways to See the Pairs

IVV vs PAPI: Top 5 Holdings

Today

IVV

27.3%in top 5

PAPI

in top 53.1%

IVVStockPAPI

7.9%AAPLnot top 5

6.6%NVDAnot top 5

6.2%MSFTnot top 5

4.0%AMZNnot top 5

2.6%GOOGLnot top 5

Cost, Income and Risk

Fees: PAPI, JEPI, IVV

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

PAPI0.29%$29

JEPI0.35%$35

End-of-day Nov 10, 2026 · fee on $10,000 a year

Yields: PAPI, JEPI, IVV

Popular Pairs Near These Three

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

+6.0%Year to date+7.6%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 10, 2026

SPYM vs SPY

YTD

SPDRSPYM

+10.9%

SPYSPDR

+10.8%

VOO vs IVV

YTD

VanguardVOO

+10.9%

IVViShares

+10.9%

Measure

PAPI

+10.9%Year to dateJan 1 → Nov 10+19.1%

+13.0%1 yearTotal return+21.8%

+21.5%3 years · per year$10,000 became $17,934 · $14,424+13.0%

+11.7%5 years · per year$10,000 became $17,414 · […][…]

0.03%Expense ratio$3 · $29 a year on $10k · lower is better0.29%

1.11%Trailing 12-mo yield$111 · $720 a year on $10k7.20%

−8.9%Worst dropSmaller is better−6.9%

13.8%VolatilityLower is calmer10.6%

IVVPAPI Winner of the row, in its colourEach row: the bigger of the two fills its side

2–5PAPI wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5PII0.6%

not top 5BMI0.6%

not top 5APAM0.6%

not top 5HAS0.6%

not top 5SWK0.6%

Held in common17.3%

End-of-day Nov 10, 2026 · share of each fund

IVV vs PAPI Returns, Every Period

1Y

iSharesIVV

+13.0%

past year

PAPIEaton Vance

+21.8%

past year

IVVPAPIFaded: behind in that period

1–2PAPI wins

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

Core vs Income: IVV vs JEPI

YTD

iSharesIVV

+10.9%

JEPIJ.P. Morgan

+7.6%

+10.9%Year to date+7.6%

−8.9%Worst drop · 1Y−6.7%

13.8%Volatility · 1Y9.0%

1.1%Yield7.9%

$875BAssets$45.2B

3–1JEPI wins

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

1Y

7.92%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.92%$792

PAPI7.20%$720

IVV1.11%$111

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$757most kept, JEPI

JEPI$792 − $35 = $757

PAPI$720 − $29 = $691

IVV$111 − $3 = $108

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: PAPI, JEPI, IVV

Today

39.8%most shared, JEPI and IVV

PAPIJEPIIVV

PAPI—13.6%17.3%

JEPI13.6%—39.8%

IVV17.3%39.8%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+21.8%PAPI, at 10.6% volatility

JEPIWorst drop−6.7%9.0% vol

PAPIWorst drop−6.9%10.6% vol

IVVWorst drop−8.9%13.8% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

JEPIPAPI

+7.6%Year to date+19.1%

7.9%Yield7.2%

+10.6%Past year+21.8%

0.35%Fee0.29%

3–1PAPI wins

End-of-day Nov 10, 2026

+10.9%Year to date+10.8%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 10, 2026

Year to date

+10.9%

1.1%Yield1.1%

$1.00TAssets$875B

0–0level

End-of-day Nov 10, 2026

Loading…

PAPI, JEPI and IVV

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three