Compare · 3 funds side by side · dividends reinvested

IVOO, JEPQ and VUG

IVOOVanguard×JEPQJ.P. Morgan×VUGVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,052VUG · best of the three

02 / 04

IVOO, JEPQ and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard S&P Mid-Cap 400 ETFUS Stock Styles · Mid cap0.07%1.23%+9.5%+12.8%+16.5%+6.7%−8.8%15.5%$3.7B1.6

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.17%+8.5%+9.3%+20.3%[…]−8.8%15.5%$42.1B2.0

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.43%+0.5%−0.6%+22.8%+9.9%−15.1%19.0%$233B2.3

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: IVOO 2010 · JEPQ 2022 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard S&P Mid-Cap 400 ETF · $3.7B$13,806

IVOO

JEPQ

JPMorgan Nasdaq Equity Premium Income ETF · $42.1B[…]

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

IVOOMeasureJEPQ

+9.5%Year to dateJan 1 → Nov 5+8.5%

+12.8%1 yearTotal return+9.3%

+16.5%3 years · per year$10,000 became $15,798 · $17,406+20.3%

+6.7%5 years · per year$10,000 became $13,806 · […][…]

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

1.23%Trailing 12-mo yield$123 · $1,217 a year on $10k12.17%

−8.8%Worst dropSmaller is better−8.8%

15.5%VolatilityLower is calmer15.5%

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

3–2IVOO wins

End-of-day Nov 5, 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 528.3%

IVOOStockJEPQ

not top 5AAPL7.1%

not top 5NVDA6.8%

not top 5MSFT6.0%

not top 5GOOG4.2%

not top 5AMZN4.2%

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 5, 2026 · share of each fund

IVOO vs JEPQ Returns, Every Period

VanguardIVOO

+12.8%

past year

JEPQJ.P. Morgan

+9.3%

past year

IVOOJEPQFaded: behind in that period

2–1IVOO wins

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

Stocks vs Income: IVOO vs JEPQ

YTD

VanguardIVOO

+9.5%

JEPQJ.P. Morgan

+8.5%

+9.5%Year to date+8.5%

−8.8%Worst drop · 1Y−8.8%

15.5%Volatility · 1Y15.5%

1.2%Yield12.2%

$3.7BAssets$42.1B

1–1level

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

Cost, Income and Risk

Fees: IVOO, JEPQ, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IVOO0.07%$7

JEPQ0.35%$35

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

Yields: IVOO, JEPQ, VUG

12.17%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.17%$1,217

IVOO1.23%$123

VUG0.43%$43

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

Income After Fees on $10,000

$1,182most kept, JEPQ

JEPQ$1,217 − $35 = $1,182

IVOO$123 − $7 = $116

VUG$43 − $3 = $40

KeptFee

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

Overlap: IVOO, JEPQ, VUG

Today

51.9%most shared, JEPQ and VUG

IVOOJEPQVUG

IVOO—0.1%0.0%

JEPQ0.1%—51.9%

VUG0.0%51.9%—

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

Return vs Bumpiness: 3 ETFs

+12.8%IVOO, at 15.5% volatility

IVOOWorst drop−8.8%15.5% vol

JEPQWorst drop−8.8%15.5% vol

VUGWorst drop−15.1%19.0% vol

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

Paid More vs Made More

YTD

JEPQIVOO

+8.5%Year to date+9.5%

12.2%Yield1.2%

+9.3%Past year+12.8%

0.35%Fee0.07%

3–1IVOO 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%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$62.5B

1–1level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026