Compare · 4 funds side by side · dividends reinvested

IVV, PAPI, JEPQ and VOO

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

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

02 / 04

IVV, PAPI, JEPQ and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Parametric Equity Premium Income ETFIncome · Premium income0.29%7.19%+19.3%+23.4%+14.1%[…]−6.9%10.2%$551M1.9

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%$887B2.0

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%$1.00T2.6

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.17%+8.5%+9.3%+20.3%[…]−8.8%15.5%$42.1B3.1

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: IVV 2000 · PAPI 2023 · JEPQ 2022 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

Parametric Equity Premium Income ETF · $551M[…]

PAPI

IVV

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

$10,000 five years ago, dividends reinvested · they hold 17.3% in common

PAPIMeasureIVV

+19.3%Year to dateJan 1 → Nov 4+13.4%

+23.4%1 yearTotal return+13.5%

+14.1%3 years · per year$10,000 became $14,871 · $19,178+24.2%

[…]5 years · per year$10,000 became […] · $18,118+12.6%

0.29%Expense ratio$29 · $3 a year on $10k · lower is better0.03%

7.19%Trailing 12-mo yield$719 · $109 a year on $10k1.09%

−6.9%Worst dropSmaller is better−8.9%

10.2%VolatilityLower is calmer12.9%

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

5–2PAPI wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

PAPI vs IVV: Top 5 Holdings

Today

PAPI

3.0%in top 5

IVV

in top 527.3%

PAPIStockIVV

not top 5NVDA7.7%

not top 5AAPL7.4%

not top 5MSFT5.9%

not top 5AMZN3.8%

not top 5GOOGL2.5%

0.6%BMInot top 5

0.6%PIInot top 5

0.6%APAMnot top 5

0.6%EXPOnot top 5

0.6%HASnot top 5

Held in common17.3%

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

PAPI vs IVV Returns, Every Period

Eaton VancePAPI

+23.4%

past year

IVViShares

+13.5%

past year

PAPIIVVFaded: behind in that period

2–1PAPI wins

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

PAPI vs JEPQ

YTD

Eaton VancePAPI

+19.3%

JEPQJ.P. Morgan

+8.5%

+19.3%Year to date+8.5%

−6.9%Worst drop · 1Y−8.8%

10.2%Volatility · 1Y15.5%

7.2%Yield12.2%

$551MAssets$42.1B

3–1PAPI wins

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

Cost, Income and Risk

Fees: IVV, PAPI, JEPQ, VOO

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

VOO0.03%$3

PAPI0.29%$29

JEPQ0.35%$35

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

Yields: IVV, PAPI, JEPQ, VOO

12.17%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.17%$1,217

PAPI7.19%$719

IVV1.09%$109

VOO1.05%$105

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

Income After Fees on $10,000

$1,182most kept, JEPQ

JEPQ$1,217 − $35 = $1,182

PAPI$719 − $29 = $690

IVV$109 − $3 = $106

VOO$105 − $3 = $102

KeptFee

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

Overlap: IVV, PAPI, JEPQ, VOO

Today

94.5%most shared, IVV and VOO

IVVPAPIJEPQVOO

IVV—17.3%49.5%94.5%

PAPI17.3%—6.3%16.3%

JEPQ49.5%6.3%—51.2%

VOO94.5%16.3%51.2%—

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

Return vs Bumpiness: 4 ETFs

+23.4%PAPI, at 10.2% volatility

PAPIWorst drop−6.9%10.2% vol

VOOWorst drop−8.9%12.8% vol

IVVWorst drop−8.9%12.9% vol

JEPQWorst drop−8.8%15.5% vol

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

Paid More vs Made More

YTD

JEPQPAPI

+8.5%Year to date+19.3%

12.2%Yield7.2%

+9.3%Past year+23.4%

0.35%Fee0.29%

3–1PAPI wins

End-of-day Nov 4, 2026

Popular Pairs Near These Four

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