Compare · 2 funds side by side · dividends reinvested

IVOV and JEPQ

IVOVVanguard×JEPQJ.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 JEPQ, 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 Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.17%+8.5%+9.3%+20.3%[…]−8.8%15.5%$41.8B1.6

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 · JEPQ 2022

Head to Head

Swap sides Versus in desk

Head to Head

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

IVOV

JEPQ

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

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

IVOVMeasureJEPQ

+14.0%Year to dateJan 1 → Nov 4+8.5%

+18.0%1 yearTotal return+9.3%

+18.6%3 years · per year$10,000 became $16,676 · $17,406+20.3%

+8.9%5 years · per year$10,000 became $15,300 · […][…]

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

1.60%Trailing 12-mo yield$160 · $1,217 a year on $10k12.17%

−10.6%Worst dropSmaller is better−8.8%

13.9%VolatilityLower is calmer15.5%

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

4–3IVOV 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 JEPQ: Top 5 Holdings

Today

IVOV

5.9%in top 5

JEPQ

in top 527.9%

IVOVStockJEPQ

not top 5NVDA7.1%

not top 5AAPL6.8%

not top 5MSFT5.6%

not top 5MU4.2%

not top 5GOOG4.1%

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 common0.1%

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

IVOV vs JEPQ Returns, Every Period

VanguardIVOV

+18.0%

past year

JEPQJ.P. Morgan

+9.3%

past year

IVOVJEPQFaded: behind in that period

2–1IVOV wins

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

Stocks vs Income: IVOV vs JEPQ

YTD

VanguardIVOV

+14.0%

JEPQJ.P. Morgan

+8.5%

+14.0%Year to date+8.5%

−10.6%Worst drop · 1Y−8.8%

13.9%Volatility · 1Y15.5%

1.6%Yield12.2%

$1.2BAssets$41.8B

2–2level

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

Cost, Income and Risk

Fees: IVOV, JEPQ

Today

0.10%lowest, IVOV

FundExpense ratioFee$10k

IVOV0.10%$10

JEPQ0.35%$35

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

Yields: IVOV, JEPQ

12.17%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.17%$1,217

IVOV1.60%$160

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

Income After Fees on $10,000

$1,182most kept, JEPQ

JEPQ$1,217 − $35 = $1,182

IVOV$160 − $10 = $150

KeptFee

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

Overlap: IVOV, JEPQ

Today

0.1%most shared, IVOV and JEPQ

IVOVJEPQ

IVOV—0.1%

JEPQ0.1%—

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

IVOVWorst drop−10.6%13.9% vol

JEPQWorst drop−8.8%15.5% vol

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

Paid More vs Made More

YTD

JEPQIVOV

+8.5%Year to date+14.0%

12.2%Yield1.6%

+9.3%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