Compare · 3 funds side by side · dividends reinvested

IVV, JEPQ and SPYM

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,164SPYM · best of the three

02 / 04

IVV, JEPQ and SPYM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.06%+8.4%+9.8%+22.1%+11.4%−8.9%13.6%$182B1.6

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%$850B2.1

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.17%+8.5%+9.3%+20.3%[…]−8.8%15.5%$42.6B2.1

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 · JEPQ 2022 · SPYM 2005

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core S&P 500 ETF · $850B$17,151

IVV

JEPQ

JPMorgan Nasdaq Equity Premium Income ETF · $42.6B[…]

$10,000 five years ago, dividends reinvested · they hold 49.7% in common

IVVMeasureJEPQ

+8.4%Year to dateJan 1 → Nov 5+8.5%

+9.7%1 yearTotal return+9.3%

+22.1%3 years · per year$10,000 became $18,221 · $17,406+20.3%

+11.4%5 years · per year$10,000 became $17,151 · […][…]

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

1.14%Trailing 12-mo yield$114 · $1,217 a year on $10k12.17%

−8.9%Worst dropSmaller is better−8.8%

13.6%VolatilityLower is calmer15.5%

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

4–3IVV 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 JEPQ: Top 5 Holdings

Today

IVV

27.7%in top 5

JEPQ

in top 528.3%

IVVStockJEPQ

7.7%AAPL7.1%

7.3%NVDA6.8%

6.2%MSFT6.0%

not top 5GOOG4.2%

3.9%AMZN4.2%

2.6%GOOGLnot top 5

Held in common49.7%

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

IVV vs JEPQ Returns, Every Period

iSharesIVV

+9.7%

past year

JEPQJ.P. Morgan

+9.3%

past year

IVVJEPQFaded: behind in that period

2–1IVV wins

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

Core vs Income: IVV vs JEPQ

YTD

iSharesIVV

+8.4%

JEPQJ.P. Morgan

+8.5%

+8.4%Year to date+8.5%

−8.9%Worst drop · 1Y−8.8%

13.6%Volatility · 1Y15.5%

1.1%Yield12.2%

$850BAssets$42.6B

3–1JEPQ wins

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

Cost, Income and Risk

Fees: IVV, JEPQ, SPYM

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

IVV0.03%$3

JEPQ0.35%$35

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

Yields: IVV, JEPQ, SPYM

12.17%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.17%$1,217

IVV1.14%$114

SPYM1.06%$106

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

Income After Fees on $10,000

$1,182most kept, JEPQ

JEPQ$1,217 − $35 = $1,182

IVV$114 − $3 = $111

SPYM$106 − $2 = $104

KeptFee

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

Overlap: IVV, JEPQ, SPYM

Today

99.9%most shared, IVV and SPYM

IVVJEPQSPYM

IVV—49.7%99.9%

JEPQ49.7%—49.7%

SPYM99.9%49.7%—

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

Return vs Bumpiness: 3 ETFs

+9.8%SPYM, at 13.6% volatility

SPYMWorst drop−8.9%13.6% vol

IVVWorst drop−8.9%13.6% vol

JEPQWorst drop−8.8%15.5% vol

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

Paid More vs Made More

YTD

JEPQSPYM

+8.5%Year to date+8.4%

12.2%Yield1.1%

+9.3%Past year+9.8%

0.35%Fee0.02%

2–2level

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%

$42.6BAssets$46.8B

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$819B

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$850B

0–0level

End-of-day Nov 5, 2026