Compare · 3 funds side by side · dividends reinvested

IVV, JEPI and SPY

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,151IVV · best of the three

02 / 04

IVV, JEPI and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.14%+8.4%+9.7%+22.1%+11.4%−8.9%13.6%$887B1.6

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.03%+8.3%+9.7%+22.0%+11.3%−8.9%13.6%$805B2.1

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%8.09%+5.2%+8.3%+11.0%+7.1%−6.7%8.8%$46.1B2.3

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: IVV 2000 · JEPI 2020 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core S&P 500 ETF · $887B$17,151

IVV

JEPI

JPMorgan Equity Premium Income ETF · $46.1B$14,108

$10,000 five years ago, dividends reinvested · they hold 39.3% in common

IVVMeasureJEPI

+8.4%Year to dateJan 1 → Nov 5+5.2%

+9.7%1 yearTotal return+8.3%

+22.1%3 years · per year$10,000 became $18,221 · $13,674+11.0%

+11.4%5 years · per year$10,000 became $17,151 · $14,108+7.1%

0.03%Expense ratio$3 · $35 a year on $10k · lower is better0.35%

1.14%Trailing 12-mo yield$114 · $809 a year on $10k8.09%

−8.9%Worst dropSmaller is better−6.7%

13.6%VolatilityLower is calmer8.8%

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

5–3IVV wins

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

More Ways to See the Pairs

IVV vs JEPI: Top 5 Holdings

Today

IVV

27.7%in top 5

JEPI

in top 59.9%

IVVStockJEPI

7.7%AAPL1.9%

7.3%NVDAnot top 5

6.2%MSFT2.0%

3.9%AMZNnot top 5

2.6%GOOGLnot top 5

not top 5MA2.0%

not top 5MMM1.9%

not top 5V1.9%

Held in common39.3%

End-of-day Nov 5, 2026 · share of each fund

IVV vs JEPI Returns, Every Period

iSharesIVV

+11.4%

5 years, per year

JEPIJ.P. Morgan

+7.1%

5 years, per year

IVVJEPIFaded: behind in that period

4–0IVV wins

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

Core vs Income: IVV vs JEPI

YTD

iSharesIVV

+8.4%

JEPIJ.P. Morgan

+5.2%

+8.4%Year to date+5.2%

−8.9%Worst drop · 1Y−6.7%

13.6%Volatility · 1Y8.8%

1.1%Yield8.1%

$887BAssets$46.1B

3–1JEPI wins

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

Cost, Income and Risk

Fees: IVV, JEPI, SPY

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

SPY0.09%$9

JEPI0.35%$35

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

Yields: IVV, JEPI, SPY

8.09%highest, JEPI

FundTrailing yieldYield$10k

JEPI8.09%$809

IVV1.14%$114

SPY1.03%$103

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

Income After Fees on $10,000

$774most kept, JEPI

JEPI$809 − $35 = $774

IVV$114 − $3 = $111

SPY$103 − $9 = $94

KeptFee

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

Overlap: IVV, JEPI, SPY

Today

99.9%most shared, IVV and SPY

IVVJEPISPY

IVV—39.3%99.9%

JEPI39.3%—39.3%

SPY99.9%39.3%—

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

Return vs Bumpiness: 3 ETFs

+9.7%IVV, at 13.6% volatility

JEPIWorst drop−6.7%8.8% vol

SPYWorst drop−8.9%13.6% vol

IVVWorst drop−8.9%13.6% vol

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

Paid More vs Made More

YTD

JEPIIVV

+5.2%Year to date+8.4%

8.1%Yield1.1%

+8.3%Past year+9.7%

0.35%Fee0.03%

3–1IVV 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

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

VOO vs IVV

YTD

VanguardVOO

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$1.00TAssets$887B

0–0level

End-of-day Nov 5, 2026