Compare · 3 funds side by side · dividends reinvested

IVV, JEPI and VOO

IVViShares×JEPIJ.P. Morgan×VOOVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$18,118IVV · best of the three

02 / 04

IVV, JEPI and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.09%+13.4%+13.5%+24.2%+12.6%−8.9%12.9%$887B1.5

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.05%+13.4%+13.5%+24.2%+12.6%−8.9%12.8%$1.00T2.1

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.83%+8.8%+11.9%+12.6%+7.9%−6.7%8.1%$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 4, 2026 · returns include dividends · since: IVV 2000 · JEPI 2020 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core S&P 500 ETF · $887B$18,118

IVV

JEPI

JPMorgan Equity Premium Income ETF · $46.1B$14,635

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

IVVMeasureJEPI

+13.4%Year to dateJan 1 → Nov 4+8.8%

+13.5%1 yearTotal return+11.9%

+24.2%3 years · per year$10,000 became $19,178 · $14,269+12.6%

+12.6%5 years · per year$10,000 became $18,118 · $14,635+7.9%

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

1.09%Trailing 12-mo yield$109 · $783 a year on $10k7.83%

−8.9%Worst dropSmaller is better−6.7%

12.9%VolatilityLower is calmer8.1%

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

5–3IVV wins

End-of-day Nov 4, 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

27.3%in top 5

JEPI

in top 59.5%

IVVStockJEPI

7.7%NVDAnot top 5

7.4%AAPL1.9%

5.9%MSFT1.9%

3.8%AMZNnot top 5

2.5%GOOGLnot top 5

not top 5MA2.0%

not top 5V1.9%

not top 5NEE1.8%

Held in common39.3%

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

IVV vs JEPI Returns, Every Period

iSharesIVV

+12.6%

5 years, per year

JEPIJ.P. Morgan

+7.9%

5 years, per year

IVVJEPIFaded: behind in that period

4–0IVV wins

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

Core vs Income: IVV vs JEPI

YTD

iSharesIVV

+13.4%

JEPIJ.P. Morgan

+8.8%

+13.4%Year to date+8.8%

−8.9%Worst drop · 1Y−6.7%

12.9%Volatility · 1Y8.1%

1.1%Yield7.8%

$887BAssets$46.1B

3–1JEPI wins

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

Cost, Income and Risk

Fees: IVV, JEPI, VOO

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

VOO0.03%$3

JEPI0.35%$35

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

Yields: IVV, JEPI, VOO

7.83%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.83%$783

IVV1.09%$109

VOO1.05%$105

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

Income After Fees on $10,000

$748most kept, JEPI

JEPI$783 − $35 = $748

IVV$109 − $3 = $106

VOO$105 − $3 = $102

KeptFee

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

Overlap: IVV, JEPI, VOO

Today

94.5%most shared, IVV and VOO

IVVJEPIVOO

IVV—39.3%94.5%

JEPI39.3%—38.1%

VOO94.5%38.1%—

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

Return vs Bumpiness: 3 ETFs

+13.5%IVV, at 12.9% volatility

JEPIWorst drop−6.7%8.1% vol

VOOWorst drop−8.9%12.8% vol

IVVWorst drop−8.9%12.9% vol

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

Paid More vs Made More

YTD

JEPIIVV

+8.8%Year to date+13.4%

7.8%Yield1.1%

+11.9%Past year+13.5%

0.35%Fee0.03%

3–1IVV wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

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%

$42.1BAssets$46.1B

1–1level

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%

$182BAssets$805B

1–0SPYM wins

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%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026