Compare · 3 funds side by side · dividends reinvested

IVV, PAPI and JEPQ

IVViShares×PAPIEaton Vance×JEPQJ.P. Morgan×

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, PAPI and JEPQ, 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%$551M1.6

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%$887B1.9

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.17%+8.5%+9.3%+20.3%[…]−8.8%15.5%$42.1B2.4

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 · PAPI 2023 · JEPQ 2022

Head to Head

Swap sides Versus in desk

Head to Head

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

PAPI

JEPQ

JPMorgan Nasdaq Equity Premium Income ETF · $42.1B[…]

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

PAPIMeasureJEPQ

+19.3%Year to dateJan 1 → Nov 4+8.5%

+23.4%1 yearTotal return+9.3%

+14.1%3 years · per year$10,000 became $14,871 · $17,406+20.3%

[…]5 years · per year[…]

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

7.19%Trailing 12-mo yield$719 · $1,217 a year on $10k12.17%

−6.9%Worst dropSmaller is better−8.8%

10.2%VolatilityLower is calmer15.5%

PAPIJEPQ 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 JEPQ: Top 5 Holdings

Today

PAPI

3.0%in top 5

JEPQ

in top 527.9%

PAPIStockJEPQ

not top 5NVDA7.1%

not top 5AAPL6.8%

not top 5MSFT5.6%

not top 5MU4.2%

not top 5GOOG4.1%

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 common6.3%

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

PAPI vs JEPQ Returns, Every Period

Eaton VancePAPI

+23.4%

past year

JEPQJ.P. Morgan

+9.3%

past year

PAPIJEPQFaded: 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

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

PAPI0.29%$29

JEPQ0.35%$35

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

Yields: IVV, PAPI, JEPQ

12.17%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.17%$1,217

PAPI7.19%$719

IVV1.09%$109

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

KeptFee

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

Overlap: IVV, PAPI, JEPQ

Today

49.5%most shared, IVV and JEPQ

IVVPAPIJEPQ

IVV—17.3%49.5%

PAPI17.3%—6.3%

JEPQ49.5%6.3%—

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

Return vs Bumpiness: 3 ETFs

+23.4%PAPI, at 10.2% volatility

PAPIWorst drop−6.9%10.2% 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 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

VOO vs IVV

YTD

VanguardVOO

+13.4%

IVViShares

+13.4%

+13.4%Year to date+13.4%

1.1%Yield1.1%

$1.00TAssets$887B

0–0level

End-of-day Nov 4, 2026