Compare · 4 funds side by side · dividends reinvested

IVV, PAPI, JEPQ and QQQ

IVViShares×PAPIEaton Vance×JEPQJ.P. Morgan×QQQInvesco×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,509QQQ · best of the four

02 / 04

IVV, PAPI, JEPQ and QQQ, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Parametric Equity Premium Income ETFIncome · Premium income0.29%7.31%+17.3%+21.3%+13.3%[…]−6.9%10.4%$561M1.9

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%$850B2.0

Invesco QQQ Trust, Series 1Low-Cost Core · Nasdaq-1000.18%0.47%+7.2%+5.8%+23.2%+11.9%−14.8%21.3%$469B2.8

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.79%+3.2%+4.5%+17.4%[…]−11.5%16.7%$42.6B3.1

Rank among the four1st → 4thFee, 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 · PAPI 2023 · JEPQ 2022 · QQQ 1999

Head to Head

Swap sides Versus in desk

Head to Head

Parametric Equity Premium Income ETF · $561M[…]

PAPI

JEPQ

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

$10,000 five years ago, dividends reinvested · they hold 6.3% in common

PAPIMeasureJEPQ

+17.3%Year to dateJan 1 → Nov 6+3.2%

+21.3%1 yearTotal return+4.5%

+13.3%3 years · per year$10,000 became $14,556 · $16,202+17.4%

[…]5 years · per year[…]

0.29%Expense ratio$29 · $35 a year on $10k · lower is better0.35%

7.31%Trailing 12-mo yield$731 · $1,279 a year on $10k12.79%

−6.9%Worst dropSmaller is better−11.5%

10.4%VolatilityLower is calmer16.7%

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

5–2PAPI wins

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

More Ways to See the Pairs

PAPI vs JEPQ: Top 5 Holdings

Today

PAPI

3.1%in top 5

JEPQ

in top 528.9%

PAPIStockJEPQ

not top 5AAPL7.4%

not top 5NVDA6.6%

not top 5MSFT6.1%

not top 5GOOG4.4%

not top 5AMZN4.4%

0.6%BMInot top 5

0.6%PIInot top 5

0.6%APAMnot top 5

0.6%HASnot top 5

0.6%THOnot top 5

Held in common6.3%

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

PAPI vs JEPQ Returns, Every Period

Eaton VancePAPI

+21.3%

past year

JEPQJ.P. Morgan

+4.5%

past year

PAPIJEPQFaded: behind in that period

2–1PAPI wins

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

PAPI vs JEPQ

YTD

Eaton VancePAPI

+17.3%

JEPQJ.P. Morgan

+3.2%

+17.3%Year to date+3.2%

−6.9%Worst drop · 1Y−11.5%

10.4%Volatility · 1Y16.7%

7.3%Yield12.8%

$561MAssets$42.6B

3–1PAPI wins

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

Cost, Income and Risk

Fees: IVV, PAPI, JEPQ, QQQ

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

QQQ0.18%$18

PAPI0.29%$29

JEPQ0.35%$35

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

Yields: IVV, PAPI, JEPQ, QQQ

12.79%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.79%$1,279

PAPI7.31%$731

IVV1.14%$114

QQQ0.47%$47

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

PAPI$731 − $29 = $702

IVV$114 − $3 = $111

QQQ$47 − $18 = $29

KeptFee

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

Overlap: IVV, PAPI, JEPQ, QQQ

Today

72.3%most shared, JEPQ and QQQ

IVVPAPIJEPQQQQ

IVV—17.5%49.5%52.1%

PAPI17.5%—6.3%7.2%

JEPQ49.5%6.3%—72.3%

QQQ52.1%7.2%72.3%—

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

Return vs Bumpiness: 4 ETFs

+21.3%PAPI, at 10.4% volatility

PAPIWorst drop−6.9%10.4% vol

IVVWorst drop−8.9%13.6% vol

JEPQWorst drop−11.5%16.7% vol

QQQWorst drop−14.8%21.3% vol

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

Paid More vs Made More

YTD

JEPQPAPI

+3.2%Year to date+17.3%

12.8%Yield7.3%

+4.5%Past year+21.3%

0.35%Fee0.29%

3–1PAPI wins

End-of-day Nov 6, 2026

Popular Pairs Near These Four

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%

$42.6BAssets$46.8B

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%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

QQQM vs QQQ

YTD

InvescoQQQM

+7.2%

QQQInvesco

+7.2%

+7.2%Year to date+7.2%

0.15% · $15Fee · on $10k a year0.18% · $18

$107BAssets$469B

1–0QQQM wins

End-of-day Nov 6, 2026