Compare · 2 funds side by side · dividends reinvested

JEPI and VOO

Not found: CVNY

JEPIJ.P. Morgan×VOOVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,749VOO · best of the two

02 / 04

JEPI and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.07%+11.5%+11.9%+24.1%+12.2%−8.9%12.7%$1.00T1.4

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.96%+7.0%+9.8%+12.4%+7.4%−6.7%7.9%$46.0B1.6

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: JEPI 2020 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

JPMorgan Equity Premium Income ETF · $46.0B$14,322

JEPI

VOO

Vanguard S&P 500 ETF · $1.00T$17,749

$10,000 five years ago, dividends reinvested · they hold 37.4% in common

JEPIMeasureVOO

+7.0%Year to dateJan 1 → Nov 3+11.5%

+9.8%1 yearTotal return+11.9%

+12.4%3 years · per year$10,000 became $14,201 · $19,094+24.1%

+7.4%5 years · per year$10,000 became $14,322 · $17,749+12.2%

0.35%Expense ratio$35 · $3 a year on $10k · lower is better0.03%

7.96%Trailing 12-mo yield$796 · $107 a year on $10k1.07%

−6.7%Worst dropSmaller is better−8.9%

7.9%VolatilityLower is calmer12.7%

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

3–5VOO wins

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

More Ways to See the Pairs

JEPI vs VOO: Top 5 Holdings

Today

JEPI

9.5%in top 5

VOO

in top 528.3%

JEPIStockVOO

not top 5NVDA8.4%

1.9%AAPL7.4%

1.9%MSFT5.8%

not top 5AMZN3.7%

not top 5GOOGL3.1%

2.0%MAnot top 5

1.9%Vnot top 5

1.8%NEEnot top 5

Held in common37.4%

End-of-day Nov 3, 2026 · share of each fund

JEPI vs VOO Returns, Every Period

J.P. MorganJEPI

+7.4%

5 years, per year

VOOVanguard

+12.2%

5 years, per year

JEPIVOOFaded: behind in that period

0–4VOO wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

Income vs Core: JEPI vs VOO

YTD

J.P. MorganJEPI

+7.0%

VOOVanguard

+11.5%

+7.0%Year to date+11.5%

−6.7%Worst drop · 1Y−8.9%

7.9%Volatility · 1Y12.7%

8.0%Yield1.1%

$46.0BAssets$1.00T

3–1JEPI wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: JEPI, VOO

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

JEPI0.35%$35

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: JEPI, VOO

7.96%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.96%$796

VOO1.07%$107

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$761most kept, JEPI

JEPI$796 − $35 = $761

VOO$107 − $3 = $104

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: JEPI, VOO

Today

37.4%most shared, JEPI and VOO

JEPIVOO

JEPI—37.4%

VOO37.4%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+11.9%VOO, at 12.7% volatility

JEPIWorst drop−6.7%7.9% vol

VOOWorst drop−8.9%12.7% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

JEPIVOO

+7.0%Year to date+11.5%

8.0%Yield1.1%

+9.8%Past year+11.9%

0.35%Fee0.03%

3–1VOO wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

VOO vs IVV

YTD

VanguardVOO

+11.5%

IVViShares

+11.6%

+11.5%Year to date+11.6%

1.1%Yield1.1%

$1.00TAssets$872B

1–0IVV wins

End-of-day Nov 3, 2026