Compare · 4 funds side by side · dividends reinvested

IVV, PAPI, VIG and JEPQ

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

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,151IVV · best of the four

02 / 04

IVV, PAPI, VIG 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%$551M2.0

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.44%+16.4%+18.9%+20.6%+11.2%−7.9%10.2%$109B2.0

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%$887B2.5

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.17%+8.5%+9.3%+20.3%[…]−8.8%15.5%$42.1B3.3

Rank among the four1st → 4thFee, 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 · PAPI 2023 · VIG 2006 · JEPQ 2022

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core S&P 500 ETF · $887B$17,151

IVV

PAPI

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

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

IVVMeasurePAPI

+13.4%Year to dateJan 1 → Nov 5+19.3%

+13.5%1 yearTotal return+23.4%

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

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

0.03%Expense ratio$3 · $29 a year on $10k · lower is better0.29%

1.09%Trailing 12-mo yield$109 · $719 a year on $10k7.19%

−8.9%Worst dropSmaller is better−6.9%

12.9%VolatilityLower is calmer10.2%

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

2–5PAPI 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 PAPI: Top 5 Holdings

Today

IVV

27.7%in top 5

PAPI

in top 53.1%

IVVStockPAPI

7.7%AAPLnot top 5

7.3%NVDAnot top 5

6.2%MSFTnot top 5

3.9%AMZNnot top 5

2.6%GOOGLnot top 5

not top 5PII0.6%

not top 5BMI0.6%

not top 5APAM0.6%

not top 5MTH0.6%

not top 5THO0.6%

Held in common17.3%

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

IVV vs PAPI Returns, Every Period

iSharesIVV

+13.5%

past year

PAPIEaton Vance

+23.4%

past year

IVVPAPIFaded: behind in that period

1–2PAPI wins

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

Core vs Income: IVV vs JEPQ

YTD

iSharesIVV

+13.4%

JEPQJ.P. Morgan

+8.5%

+13.4%Year to date+8.5%

−8.9%Worst drop · 1Y−8.8%

12.9%Volatility · 1Y15.5%

1.1%Yield12.2%

$887BAssets$42.1B

2–2level

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

Cost, Income and Risk

Fees: IVV, PAPI, VIG, JEPQ

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

VIG0.04%$4

PAPI0.29%$29

JEPQ0.35%$35

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

Yields: IVV, PAPI, VIG, JEPQ

12.17%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.17%$1,217

PAPI7.19%$719

VIG1.44%$144

IVV1.09%$109

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

PAPI$719 − $29 = $690

VIG$144 − $4 = $140

IVV$109 − $3 = $106

KeptFee

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

Overlap: IVV, PAPI, VIG, JEPQ

Today

49.7%most shared, IVV and JEPQ

IVVPAPIVIGJEPQ

IVV—17.3%42.6%49.7%

PAPI17.3%—16.9%6.3%

VIG42.6%16.9%—26.3%

JEPQ49.7%6.3%26.3%—

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

Return vs Bumpiness: 4 ETFs

+23.4%PAPI, at 10.2% volatility

VIGWorst drop−7.9%10.2% vol

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 5, 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 5, 2026

Popular Pairs Near These Four

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 5, 2026

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 5, 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 5, 2026