Compare · 3 funds side by side · dividends reinvested

GISC, JEPQ and VOO

GISCGuggenheim×JEPQJ.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, JEPQ 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%$1.00T1.3

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.39%+6.6%+9.2%+18.2%[…]−11.5%16.9%$40.7B1.9

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 · JEPQ 2022 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

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

GISC

JEPQ

JPMorgan Nasdaq Equity Premium Income ETF · $40.7B[…]

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

GISCMeasureJEPQ

[…]Year to dateJan 1 → Nov 9+6.6%

[…]1 yearTotal return+9.2%

[…]3 years · per year$10,000 became […] · $16,495+18.2%

[…]5 years · per year[…]

0.47%Expense ratio$47 · $35 a year on $10k · lower is better0.35%

1.96%Trailing 12-mo yield$196 · $1,239 a year on $10k12.39%

[…]Worst dropSmaller is better−11.5%

[…]VolatilityLower is calmer16.9%

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

0–2JEPQ wins

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

More Ways to See the Pairs

GISC vs JEPQ: Top 5 Holdings

Today

GISC

85.4%in top 5

JEPQ

in top 528.6%

GISCStockJEPQ

48.3%FNnot top 5

26.6%FRnot top 5

not top 5AAPL7.3%

not top 5NVDA6.7%

not top 5MSFT6.0%

5.4%VMCnot top 5

not top 5GOOG4.4%

not top 5AMZN4.3%

2.8%PLNTnot top 5

2.3%ORnot top 5

Held in common0.0%

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

GISC vs JEPQ Returns, Every Period

GuggenheimGISC

[…]

past year

JEPQJ.P. Morgan

+9.2%

past year

Returns […]

GISCJEPQFaded: behind in that period

0–0Level

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

GISC vs JEPQ

YTD

GuggenheimGISC

[…]

JEPQJ.P. Morgan

+6.6%

[…]Year to date+6.6%

[…]Worst drop · 1Y−11.5%

[…]Volatility · 1Y16.9%

2.0%Yield12.4%

$92.9MAssets$40.7B

1–0JEPQ wins

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

Cost, Income and Risk

Fees: GISC, JEPQ, VOO

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

JEPQ0.35%$35

GISC0.47%$47

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

Yields: GISC, JEPQ, VOO

12.39%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.39%$1,239

GISC1.96%$196

VOO1.07%$107

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

Income After Fees on $10,000

$1,204most kept, JEPQ

JEPQ$1,239 − $35 = $1,204

GISC$196 − $47 = $149

VOO$107 − $3 = $104

KeptFee

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

Overlap: GISC, JEPQ, VOO

Today

51.3%most shared, JEPQ and VOO

GISCJEPQVOO

GISC—0.0%0.2%

JEPQ0.0%—51.3%

VOO0.2%51.3%—

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

VOOWorst drop−8.9%13.7% vol

JEPQWorst drop−11.5%16.9% vol

GISCWorst drop[…][…]

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

Paid More vs Made More

YTD

JEPQVOO

+6.6%Year to date+11.3%

12.4%Yield1.1%

+9.2%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

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 9, 2026