Compare · 3 funds side by side · dividends reinvested

IVOV, JEPQ and JEPI

IVOVVanguard×JEPQJ.P. Morgan×JEPIJ.P. Morgan×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$14,794IVOV · best of the three

02 / 04

IVOV, JEPQ 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%1.62%+12.5%+16.4%+18.5%+8.1%−10.6%13.8%$1.2B1.8

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.28%+7.5%+8.6%+20.4%[…]−8.8%15.5%$41.8B2.0

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.96%+7.0%+9.8%+12.4%+7.4%−6.7%7.9%$46.0B2.0

Rank among the three1st → 3rdFee, 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: IVOV 2010 · JEPQ 2022 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard S&P Mid-Cap 400 Value ETF · $1.2B$14,794

IVOV

JEPQ

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

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

IVOVMeasureJEPQ

+12.5%Year to dateJan 1 → Nov 3+7.5%

+16.4%1 yearTotal return+8.6%

+18.5%3 years · per year$10,000 became $16,637 · $17,450+20.4%

+8.1%5 years · per year$10,000 became $14,794 · […][…]

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

1.62%Trailing 12-mo yield$162 · $1,228 a year on $10k12.28%

−10.6%Worst dropSmaller is better−8.8%

13.8%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 3, 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 527.5%

IVOVStockJEPQ

not top 5NVDA6.9%

not top 5AAPL6.9%

not top 5MSFT5.5%

not top 5GOOG4.1%

not top 5MU4.1%

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 3, 2026 · share of each fund

IVOV vs JEPQ Returns, Every Period

VanguardIVOV

+16.4%

past year

JEPQJ.P. Morgan

+8.6%

past year

IVOVJEPQFaded: behind in that period

2–1IVOV wins

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

Stocks vs Income: IVOV vs JEPQ

YTD

VanguardIVOV

+12.5%

JEPQJ.P. Morgan

+7.5%

+12.5%Year to date+7.5%

−10.6%Worst drop · 1Y−8.8%

13.8%Volatility · 1Y15.5%

1.6%Yield12.3%

$1.2BAssets$41.8B

2–2level

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

Cost, Income and Risk

Fees: IVOV, JEPQ, JEPI

Today

0.10%lowest, IVOV

FundExpense ratioFee$10k

IVOV0.10%$10

JEPQ0.35%$35

JEPI0.35%$35

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

Yields: IVOV, JEPQ, JEPI

12.28%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.28%$1,228

JEPI7.96%$796

IVOV1.62%$162

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

JEPI$796 − $35 = $761

IVOV$162 − $10 = $152

KeptFee

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

Overlap: IVOV, JEPQ, JEPI

Today

26.6%most shared, JEPQ and JEPI

IVOVJEPQJEPI

IVOV—0.1%0.3%

JEPQ0.1%—26.6%

JEPI0.3%26.6%—

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

Return vs Bumpiness: 3 ETFs

+16.4%IVOV, at 13.8% volatility

JEPIWorst drop−6.7%7.9% vol

IVOVWorst drop−10.6%13.8% 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

JEPQIVOV

+7.5%Year to date+12.5%

12.3%Yield1.6%

+8.6%Past year+16.4%

0.35%Fee0.10%

3–1IVOV wins

End-of-day Nov 3, 2026

Popular Pairs Near These Three

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