Compare · 3 funds side by side · dividends reinvested

IVV, DGRO and JEPQ

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,177IVV · best of the three

02 / 04

IVV, DGRO and JEPQ, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core Dividend Growth ETFIncome · Dividend stocks0.08%1.87%+16.6%+20.3%+20.7%+11.0%−6.5%10.2%$44.7B1.5

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.14%+8.7%+9.8%+21.8%+11.4%−8.9%13.6%$853B1.8

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.79%+3.2%+4.5%+17.4%[…]−11.5%16.7%$40.7B2.7

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: IVV 2000 · DGRO 2014 · JEPQ 2022

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core S&P 500 ETF · $853B$17,177

IVV

DGRO

iShares Core Dividend Growth ETF · $44.7B$16,835

$10,000 five years ago, dividends reinvested · they hold 44.0% in common

IVVMeasureDGRO

+8.7%Year to dateJan 1 → Nov 6+16.6%

+9.8%1 yearTotal return+20.3%

+21.8%3 years · per year$10,000 became $18,084 · $17,593+20.7%

+11.4%5 years · per year$10,000 became $17,177 · $16,835+11.0%

0.03%Expense ratio$3 · $8 a year on $10k · lower is better0.08%

1.14%Trailing 12-mo yield$114 · $187 a year on $10k1.87%

−8.9%Worst dropSmaller is better−6.5%

13.6%VolatilityLower is calmer10.2%

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

3–5DGRO wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

IVV vs DGRO: Top 5 Holdings

Today

IVV

27.8%in top 5

DGRO

in top 515.0%

IVVStockDGRO

7.9%AAPL3.1%

6.9%NVDAnot top 5

6.3%MSFT3.2%

4.0%AMZNnot top 5

not top 5ABBV3.0%

not top 5XOM3.0%

not top 5JNJ2.8%

2.6%GOOGLnot top 5

Held in common44.0%

End-of-day Nov 6, 2026 · share of each fund

IVV vs DGRO Returns, Every Period

iSharesIVV

+11.4%

5 years, per year

DGROiShares

+11.0%

5 years, per year

IVVDGROFaded: behind in that period

2–2Level

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Core vs Income: IVV vs JEPQ

YTD

iSharesIVV

+8.7%

JEPQJ.P. Morgan

+3.2%

+8.7%Year to date+3.2%

−8.9%Worst drop · 1Y−11.5%

13.6%Volatility · 1Y16.7%

1.1%Yield12.8%

$853BAssets$40.7B

3–1IVV wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IVV, DGRO, JEPQ

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

DGRO0.08%$8

JEPQ0.35%$35

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: IVV, DGRO, JEPQ

12.79%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.79%$1,279

DGRO1.87%$187

IVV1.14%$114

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$1,244most kept, JEPQ

JEPQ$1,279 − $35 = $1,244

DGRO$187 − $8 = $179

IVV$114 − $3 = $111

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: IVV, DGRO, JEPQ

Today

49.5%most shared, IVV and JEPQ

IVVDGROJEPQ

IVV—44.0%49.5%

DGRO44.0%—19.6%

JEPQ49.5%19.6%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+20.3%DGRO, at 10.2% volatility

DGROWorst drop−6.5%10.2% vol

IVVWorst drop−8.9%13.6% vol

JEPQWorst drop−11.5%16.7% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQDGRO

+3.2%Year to date+16.6%

12.8%Yield1.9%

+4.5%Past year+20.3%

0.35%Fee0.08%

3–1DGRO wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026