Compare · 3 funds side by side · dividends reinvested

PAPI, JEPQ and IVV

PAPIEaton Vance×JEPQJ.P. Morgan×IVViShares×

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Story of the three · Growth1Y$10,000 one year agoDividends reinvested · all three on one scale$12,067PAPI · best of the three

Story of the three · IncomeMost incomeJEPQ · 12.20% · $1,220 a year on $10k

Story of the three · RiskSmallest drop

PAPI, JEPQ and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Parametric Equity Premium Income ETFIncome · Premium income0.29%7.23%+18.5%+20.7%+13.0%[…]−6.9%10.6%$569M1.6

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.10%+12.3%+12.7%+21.9%+11.9%−8.9%13.7%$883B1.8

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.20%+8.1%+9.0%+18.2%[…]−11.5%16.9%$41.8B2.6

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

End-of-day Nov 11, 2026 · returns include dividends · since: PAPI 2023 · JEPQ 2022 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares Core S&P 500 ETF · $883B$17,530

IVV

PAPI

Parametric Equity Premium Income ETF · $569M[…]

$10,000 five years ago, dividends reinvested · they hold 17.4% in common

IVV

More Ways to See the Pairs

IVV vs PAPI: Top 5 Holdings

Today

IVV

26.9%in top 5

PAPI

in top 53.1%

IVVStockPAPI

7.8%AAPLnot top 5

6.3%NVDAnot top 5

6.1%MSFTnot top 5

4.1%AMZNnot top 5

2.6%GOOGLnot top 5

Cost, Income and Risk

Fees: PAPI, JEPQ, IVV

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

PAPI0.29%$29

JEPQ0.35%$35

End-of-day Nov 11, 2026 · fee on $10,000 a year

Yields: PAPI, JEPQ, IVV

Popular Pairs Near These Three

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

+8.1%Year to date+8.6%

12.2%Yield7.8%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 11, 2026

SPYM vs SPY

YTD

SPDRSPYM

+12.4%

SPYSPDR

+12.3%

VOO vs IVV

YTD

VanguardVOO

+12.3%

IVViShares

+12.3%

Measure

PAPI

+12.3%Year to dateJan 1 → Nov 11+18.5%

+12.7%1 yearTotal return+20.7%

+21.9%3 years · per year$10,000 became $18,122 · $14,446+13.0%

+11.9%5 years · per year$10,000 became $17,530 · […][…]

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

1.10%Trailing 12-mo yield$110 · $723 a year on $10k7.23%

−8.9%Worst dropSmaller is better−6.9%

13.7%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 11, 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 5MOS0.6%

Held in common17.4%

End-of-day Nov 11, 2026 · share of each fund

IVV vs PAPI Returns, Every Period

1Y

iSharesIVV

+12.7%

past year

PAPIEaton Vance

+20.7%

past year

IVVPAPIFaded: behind in that period

1–2PAPI wins

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

Core vs Income: IVV vs JEPQ

YTD

iSharesIVV

+12.3%

JEPQJ.P. Morgan

+8.1%

+12.3%Year to date+8.1%

−8.9%Worst drop · 1Y−11.5%

13.7%Volatility · 1Y16.9%

1.1%Yield12.2%

$883BAssets$41.8B

3–1IVV wins

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

1Y

12.20%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.20%$1,220

PAPI7.23%$723

IVV1.10%$110

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$1,185most kept, JEPQ

JEPQ$1,220 − $35 = $1,185

PAPI$723 − $29 = $694

IVV$110 − $3 = $107

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: PAPI, JEPQ, IVV

Today

49.2%most shared, JEPQ and IVV

PAPIJEPQIVV

PAPI—6.3%17.4%

JEPQ6.3%—49.2%

IVV17.4%49.2%—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+20.7%PAPI, at 10.6% volatility

PAPIWorst drop−6.9%10.6% vol

IVVWorst drop−8.9%13.7% vol

JEPQWorst drop−11.5%16.9% vol

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQPAPI

+8.1%Year to date+18.5%

12.2%Yield7.2%

+9.0%Past year+20.7%

0.35%Fee0.29%

3–1PAPI wins

End-of-day Nov 11, 2026

+12.4%Year to date+12.3%

1.0%Yield1.0%

$183BAssets$793B

1–0SPYM wins

End-of-day Nov 11, 2026

Year to date

+12.3%

1.1%Yield1.1%

$1.00TAssets$883B

0–0level

End-of-day Nov 11, 2026

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PAPI, JEPQ and IVV

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three