Compare · 2 funds side by side · dividends reinvested

IVOV and JEPI

IVOVVanguard×JEPIJ.P. Morgan×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$15,300IVOV · best of the two

02 / 04

IVOV and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard S&P Mid-Cap 400 Value ETFUS Stock Styles · Mid cap0.10%1.60%+14.0%+18.0%+18.6%+8.9%−10.6%13.9%$1.2B1.4

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.83%+8.8%+11.9%+12.6%+7.9%−6.7%8.1%$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 4, 2026 · returns include dividends · since: IVOV 2010 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard S&P Mid-Cap 400 Value ETF · $1.2B$15,300

IVOV

JEPI

JPMorgan Equity Premium Income ETF · $46.0B$14,635

$10,000 five years ago, dividends reinvested · they hold 0.3% in common

IVOVMeasureJEPI

+14.0%Year to dateJan 1 → Nov 4+8.8%

+18.0%1 yearTotal return+11.9%

+18.6%3 years · per year$10,000 became $16,676 · $14,269+12.6%

+8.9%5 years · per year$10,000 became $15,300 · $14,635+7.9%

0.10%Expense ratio$10 · $35 a year on $10k · lower is better0.35%

1.60%Trailing 12-mo yield$160 · $783 a year on $10k7.83%

−10.6%Worst dropSmaller is better−6.7%

13.9%VolatilityLower is calmer8.1%

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

5–3IVOV wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

IVOV vs JEPI: Top 5 Holdings

Today

IVOV

5.9%in top 5

JEPI

in top 59.5%

IVOVStockJEPI

not top 5MA2.0%

not top 5MSFT1.9%

not top 5V1.9%

not top 5AAPL1.9%

not top 5NEE1.8%

1.3%SNXnot top 5

1.2%USFDnot top 5

1.2%RSnot top 5

1.1%PRnot top 5

1.1%WCCnot top 5

Held in common0.3%

End-of-day Nov 4, 2026 · share of each fund

IVOV vs JEPI Returns, Every Period

VanguardIVOV

+8.9%

5 years, per year

JEPIJ.P. Morgan

+7.9%

5 years, per year

IVOVJEPIFaded: behind in that period

4–0IVOV wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Stocks vs Income: IVOV vs JEPI

YTD

VanguardIVOV

+14.0%

JEPIJ.P. Morgan

+8.8%

+14.0%Year to date+8.8%

−10.6%Worst drop · 1Y−6.7%

13.9%Volatility · 1Y8.1%

1.6%Yield7.8%

$1.2BAssets$46.0B

3–1JEPI wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IVOV, JEPI

Today

0.10%lowest, IVOV

FundExpense ratioFee$10k

IVOV0.10%$10

JEPI0.35%$35

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: IVOV, JEPI

7.83%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.83%$783

IVOV1.60%$160

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$748most kept, JEPI

JEPI$783 − $35 = $748

IVOV$160 − $10 = $150

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: IVOV, JEPI

Today

0.3%most shared, IVOV and JEPI

IVOVJEPI

IVOV—0.3%

JEPI0.3%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+18.0%IVOV, at 13.9% volatility

JEPIWorst drop−6.7%8.1% vol

IVOVWorst drop−10.6%13.9% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

JEPIIVOV

+8.8%Year to date+14.0%

7.8%Yield1.6%

+11.9%Past year+18.0%

0.35%Fee0.10%

3–1IVOV wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026