Compare · 3 funds side by side · dividends reinvested

AIYY, JEPI and VOO

AIYYYieldMax×JEPIJ.P. Morgan×VOOVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$18,115VOO · best of the three

02 / 04

AIYY, JEPI and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.05%+13.4%+13.5%+24.2%+12.6%−8.9%12.8%$1.00T1.5

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.83%+8.8%+11.9%+12.6%+7.9%−6.7%8.1%$46.0B1.8

YieldMax AI Option Income Strategy ETFIncome · Premium income0.99%106.74%−26.7%−40.9%[…][…]−51.3%48.0%$46M2.7

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

End-of-day Nov 4, 2026 · returns include dividends · since: AIYY 2023 · JEPI 2020 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

YieldMax AI Option Income Strategy ETF · $46M[…]

AIYY

JEPI

JPMorgan Equity Premium Income ETF · $46.0B$14,635

$10,000 five years ago, dividends reinvested

AIYYMeasureJEPI

−26.7%Year to dateJan 1 → Nov 4+8.8%

−40.9%1 yearTotal return+11.9%

[…]3 years · per year$10,000 became […] · $14,269+12.6%

[…]5 years · per year$10,000 became […] · $14,635+7.9%

0.99%Expense ratio$99 · $35 a year on $10k · lower is better0.35%

106.74%Trailing 12-mo yield$10,674 · $783 a year on $10k7.83%

−51.3%Worst dropSmaller is better−6.7%

48.0%VolatilityLower is calmer8.1%

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

1–5JEPI wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

AIYY vs JEPI: Top 5 Holdings

Today

AIYY

[…]in top 5

JEPI

in top 59.5%

AIYYStockJEPI

not top 5MA2.0%

not top 5MSFT1.9%

not top 5V1.9%

not top 5AAPL1.9%

not top 5NEE1.8%

Held in common[…]

End-of-day Nov 4, 2026 · share of each fund

AIYY vs JEPI Returns, Every Period

YieldMaxAIYY

−40.9%

past year

JEPIJ.P. Morgan

+11.9%

past year

AIYYJEPIFaded: behind in that period

0–2JEPI wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

AIYY vs JEPI

YTD

YieldMaxAIYY

−26.7%

JEPIJ.P. Morgan

+8.8%

−26.7%Year to date+8.8%

−51.3%Worst drop · 1Y−6.7%

48.0%Volatility · 1Y8.1%

106.7%Yield7.8%

$46.1MAssets$46.0B

3–1JEPI wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: AIYY, JEPI, VOO

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

JEPI0.35%$35

AIYY0.99%$99

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: AIYY, JEPI, VOO

106.74%highest, AIYY

FundTrailing yieldYield$10k

AIYY106.74%$10,674

JEPI7.83%$783

VOO1.05%$105

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$10,575most kept, AIYY

AIYY$10,674 − $99 = $10,575

JEPI$783 − $35 = $748

VOO$105 − $3 = $102

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: AIYY, JEPI, VOO

Today

38.1%most shared, JEPI and VOO

AIYYJEPIVOO

AIYY—[…][…]

JEPI[…]—38.1%

VOO[…]38.1%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+13.5%VOO, at 12.8% volatility

JEPIWorst drop−6.7%8.1% vol

VOOWorst drop−8.9%12.8% vol

AIYYWorst drop−51.3%48.0% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

AIYYVOO

−26.7%Year to date+13.4%

106.7%Yield1.1%

−40.9%Past year+13.5%

0.99%Fee0.03%

3–1VOO wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

VOO vs IVV

YTD

VanguardVOO

+13.4%

IVViShares

+13.4%

+13.4%Year to date+13.4%

1.1%Yield1.1%

$1.00TAssets$872B

0–0level

End-of-day Nov 4, 2026