Compare · 3 funds side by side · dividends reinvested

GISC, JEPI and VOO

GISCGuggenheim×JEPIJ.P. Morgan×VOOVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,543VOO · best of the three

02 / 04

GISC, 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%+11.3%+13.6%+22.0%+11.9%−8.9%13.7%$1.00T1.5

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.92%+7.5%+10.9%+11.0%+7.6%−6.7%9.0%$45.2B1.6

Guggenheim Funds Trust - Guggenheim Securitized Income ETFIncome · Dividend stocks0.47%1.96%[…][…][…][…][…][…]$93M2.5

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

End-of-day Nov 9, 2026 · returns include dividends · since: GISC 2026 · JEPI 2020 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

JPMorgan Equity Premium Income ETF · $45.2B$14,453

JEPI

GISC

Guggenheim Funds Trust - Guggenheim Securitized Income ETF · $93M[…]

$10,000 five years ago, dividends reinvested · they hold 0.2% in common

JEPIMeasureGISC

+7.5%Year to dateJan 1 → Nov 9[…]

+10.9%1 yearTotal return[…]

+11.0%3 years · per year$10,000 became $13,684 · […][…]

+7.6%5 years · per year$10,000 became $14,453 · […][…]

0.35%Expense ratio$35 · $47 a year on $10k · lower is better0.47%

7.92%Trailing 12-mo yield$792 · $196 a year on $10k1.96%

−6.7%Worst dropSmaller is better[…]

9.0%VolatilityLower is calmer[…]

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

2–0JEPI wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

JEPI vs GISC: Top 5 Holdings

Today

JEPI

9.9%in top 5

GISC

in top 583.6%

JEPIStockGISC

not top 5FN45.2%

not top 5FR27.6%

not top 5VMC5.6%

not top 5PLNT2.9%

not top 5OR2.3%

2.1%MAnot top 5

2.0%MSFTnot top 5

2.0%AAPLnot top 5

1.9%MMMnot top 5

1.9%NEEnot top 5

Held in common0.2%

End-of-day Nov 9, 2026 · share of each fund

JEPI vs GISC Returns, Every Period

J.P. MorganJEPI

+10.9%

past year

GISCGuggenheim

[…]

past year

Returns […]

JEPIGISCFaded: behind in that period

0–0Level

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

JEPI vs GISC

YTD

J.P. MorganJEPI

+7.5%

GISCGuggenheim

[…]

+7.5%Year to date[…]

−6.7%Worst drop · 1Y[…]

9.0%Volatility · 1Y[…]

7.9%Yield2.0%

$45.2BAssets$92.9M

1–0JEPI wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: GISC, JEPI, VOO

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

JEPI0.35%$35

GISC0.47%$47

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: GISC, JEPI, VOO

7.92%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.92%$792

GISC1.96%$196

VOO1.07%$107

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$757most kept, JEPI

JEPI$792 − $35 = $757

GISC$196 − $47 = $149

VOO$107 − $3 = $104

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: GISC, JEPI, VOO

Today

37.5%most shared, JEPI and VOO

GISCJEPIVOO

GISC—0.2%0.2%

JEPI0.2%—37.5%

VOO0.2%37.5%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+13.6%VOO, at 13.7% volatility

JEPIWorst drop−6.7%9.0% vol

VOOWorst drop−8.9%13.7% vol

GISCWorst drop[…][…]

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

JEPIVOO

+7.5%Year to date+11.3%

7.9%Yield1.1%

+10.9%Past year+13.6%

0.35%Fee0.03%

3–1VOO wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+8.7%

+11.3%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$853B

1–0VOO wins

End-of-day Nov 9, 2026