Compare · 3 funds side by side · dividends reinvested

APRJ, JEPI and VOO

APRJInnovator×JEPIJ.P. Morgan×VOOVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,156VOO · best of the three

02 / 04

APRJ, JEPI and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.10%+8.4%+9.8%+22.1%+11.4%−8.9%13.5%$1.00T1.8

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%8.09%+5.2%+8.3%+11.0%+7.1%−6.7%8.8%$46.8B1.9

Innovator Premium Income 30 Barrier ETFIncome · Premium income0.79%6.18%+4.8%+5.9%+6.0%[…]−0.4%1.7%$27M2.3

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

End-of-day Nov 5, 2026 · returns include dividends · since: APRJ 2023 · JEPI 2020 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

Innovator Premium Income 30 Barrier ETF · $27M[…]

APRJ

JEPI

JPMorgan Equity Premium Income ETF · $46.8B$14,108

$10,000 five years ago, dividends reinvested

APRJMeasureJEPI

+4.8%Year to dateJan 1 → Nov 5+5.2%

+5.9%1 yearTotal return+8.3%

+6.0%3 years · per year$10,000 became $11,920 · $13,674+11.0%

[…]5 years · per year$10,000 became […] · $14,108+7.1%

0.79%Expense ratio$79 · $35 a year on $10k · lower is better0.35%

6.18%Trailing 12-mo yield$618 · $809 a year on $10k8.09%

−0.4%Worst dropSmaller is better−6.7%

1.7%VolatilityLower is calmer8.8%

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

2–5JEPI wins

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

More Ways to See the Pairs

APRJ vs JEPI: Top 5 Holdings

Today

APRJ

[…]in top 5

JEPI

in top 59.9%

APRJStockJEPI

not top 5MA2.0%

not top 5MSFT2.0%

not top 5MMM1.9%

not top 5AAPL1.9%

not top 5V1.9%

Held in common[…]

End-of-day Nov 5, 2026 · share of each fund

APRJ vs JEPI Returns, Every Period

InnovatorAPRJ

+5.9%

past year

JEPIJ.P. Morgan

+8.3%

past year

APRJJEPIFaded: behind in that period

0–3JEPI wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

APRJ vs JEPI

YTD

InnovatorAPRJ

+4.8%

JEPIJ.P. Morgan

+5.2%

+4.8%Year to date+5.2%

−0.4%Worst drop · 1Y−6.7%

1.7%Volatility · 1Y8.8%

6.2%Yield8.1%

$27.1MAssets$46.8B

2–2level

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: APRJ, JEPI, VOO

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

JEPI0.35%$35

APRJ0.79%$79

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: APRJ, JEPI, VOO

8.09%highest, JEPI

FundTrailing yieldYield$10k

JEPI8.09%$809

APRJ6.18%$618

VOO1.10%$110

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$774most kept, JEPI

JEPI$809 − $35 = $774

APRJ$618 − $79 = $539

VOO$110 − $3 = $107

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: APRJ, JEPI, VOO

Today

38.0%most shared, JEPI and VOO

APRJJEPIVOO

APRJ—[…][…]

JEPI[…]—38.0%

VOO[…]38.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+9.8%VOO, at 13.5% volatility

APRJWorst drop−0.4%1.7% vol

JEPIWorst drop−6.7%8.8% vol

VOOWorst drop−8.9%13.5% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

JEPIVOO

+5.2%Year to date+8.4%

8.1%Yield1.1%

+8.3%Past year+9.8%

0.35%Fee0.03%

3–1VOO wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

VOO vs IVV

YTD

VanguardVOO

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

End-of-day Nov 5, 2026