Compare · 2 funds side by side · dividends reinvested

IVOO and JEPQ

IVOOVanguard×JEPQJ.P. Morgan×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,263IVOO · best of the two

02 / 04

IVOO and JEPQ, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard S&P Mid-Cap 400 ETFUS Stock Styles · Mid cap0.07%1.19%+13.1%+15.5%+18.4%+7.4%−8.8%14.9%$3.7B1.3

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.28%+7.5%+8.6%+20.4%[…]−8.8%15.5%$41.8B1.7

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: IVOO 2010 · JEPQ 2022

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard S&P Mid-Cap 400 ETF · $3.7B$14,263

IVOO

JEPQ

JPMorgan Nasdaq Equity Premium Income ETF · $41.8B[…]

$10,000 five years ago, dividends reinvested · they hold 0.1% in common

IVOOMeasureJEPQ

+13.1%Year to dateJan 1 → Nov 3+7.5%

+15.5%1 yearTotal return+8.6%

+18.4%3 years · per year$10,000 became $16,608 · $17,450+20.4%

+7.4%5 years · per year$10,000 became $14,263 · […][…]

0.07%Expense ratio$7 · $35 a year on $10k · lower is better0.35%

1.19%Trailing 12-mo yield$119 · $1,228 a year on $10k12.28%

−8.8%Worst dropSmaller is better−8.8%

14.9%VolatilityLower is calmer15.5%

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

4–2IVOO wins

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

More Ways to See the Pairs

IVOO vs JEPQ: Top 5 Holdings

Today

IVOO

4.6%in top 5

JEPQ

in top 527.5%

IVOOStockJEPQ

not top 5NVDA6.9%

not top 5AAPL6.9%

not top 5MSFT5.5%

not top 5GOOG4.1%

not top 5MU4.1%

1.3%TWLOnot top 5

1.0%OKTAnot top 5

0.8%FTInot top 5

0.8%NVTnot top 5

0.8%ATInot top 5

Held in common0.1%

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

IVOO vs JEPQ Returns, Every Period

VanguardIVOO

+15.5%

past year

JEPQJ.P. Morgan

+8.6%

past year

IVOOJEPQFaded: behind in that period

2–1IVOO wins

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

Stocks vs Income: IVOO vs JEPQ

YTD

VanguardIVOO

+13.1%

JEPQJ.P. Morgan

+7.5%

+13.1%Year to date+7.5%

−8.8%Worst drop · 1Y−8.8%

14.9%Volatility · 1Y15.5%

1.2%Yield12.3%

$3.7BAssets$41.8B

2–1IVOO wins

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

Cost, Income and Risk

Fees: IVOO, JEPQ

Today

0.07%lowest, IVOO

FundExpense ratioFee$10k

IVOO0.07%$7

JEPQ0.35%$35

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

Yields: IVOO, JEPQ

12.28%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.28%$1,228

IVOO1.19%$119

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

Income After Fees on $10,000

$1,193most kept, JEPQ

JEPQ$1,228 − $35 = $1,193

IVOO$119 − $7 = $112

KeptFee

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

Overlap: IVOO, JEPQ

Today

0.1%most shared, IVOO and JEPQ

IVOOJEPQ

IVOO—0.1%

JEPQ0.1%—

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

Return vs Bumpiness: 2 ETFs

+15.5%IVOO, at 14.9% volatility

IVOOWorst drop−8.8%14.9% vol

JEPQWorst drop−8.8%15.5% vol

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

Paid More vs Made More

YTD

JEPQIVOO

+7.5%Year to date+13.1%

12.3%Yield1.2%

+8.6%Past year+15.5%

0.35%Fee0.07%

3–1IVOO 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

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD 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