Compare · 4 funds side by side · dividends reinvested

IVV, SDEM, JEPQ and VTI

IVViShares×SDEMGlobal X×JEPQJ.P. Morgan×VTIVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,177IVV · best of the four

02 / 04

IVV, SDEM, JEPQ and VTI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

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%$853B1.8

Vanguard Morningstar Total Stock Market ETFLow-Cost Core · Total US market0.03%1.09%+8.9%+9.9%+21.7%+10.4%−8.9%13.7%$689B2.1

Global X - MSCI SuperDividend Emerging Markets ETFIncome · Dividend stocks0.66%5.23%+11.7%+14.1%+19.8%+6.2%−9.0%15.3%$43M2.5

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.79%+3.2%+4.5%+17.4%[…]−11.5%16.7%$40.7B3.4

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 · SDEM 2015 · JEPQ 2022 · VTI 2001

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core S&P 500 ETF · $853B$17,177

IVV

SDEM

Global X - MSCI SuperDividend Emerging Markets ETF · $43M$13,532

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

IVVMeasureSDEM

+8.7%Year to dateJan 1 → Nov 6+11.7%

+9.8%1 yearTotal return+14.1%

+21.8%3 years · per year$10,000 became $18,084 · $17,177+19.8%

+11.4%5 years · per year$10,000 became $17,177 · $13,532+6.2%

0.03%Expense ratio$3 · $66 a year on $10k · lower is better0.66%

1.14%Trailing 12-mo yield$114 · $523 a year on $10k5.23%

−8.9%Worst dropSmaller is better−9.0%

13.6%VolatilityLower is calmer15.3%

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

5–3IVV wins

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

More Ways to See the Pairs

IVV vs SDEM: Top 5 Holdings

Today

IVV

27.8%in top 5

SDEM

in top 511.5%

IVVStockSDEM

7.9%AAPLnot top 5

6.9%NVDAnot top 5

6.3%MSFTnot top 5

4.0%AMZNnot top 5

2.6%GOOGLnot top 5

not top 50902.HK2.5%

not top 5601216.S2.4%

not top 5FUNO11.M2.2%

not top 5VIVT3.SA2.2%

not top 5ITUB4.SA2.2%

Held in common0.0%

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

IVV vs SDEM Returns, Every Period

iSharesIVV

+11.4%

5 years, per year

SDEMGlobal X

+6.2%

5 years, per year

IVVSDEMFaded: behind in that period

2–2Level

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

Core vs Income: IVV vs JEPQ

YTD

iSharesIVV

+8.7%

JEPQJ.P. Morgan

+3.2%

+8.7%Year to date+3.2%

−8.9%Worst drop · 1Y−11.5%

13.6%Volatility · 1Y16.7%

1.1%Yield12.8%

$853BAssets$40.7B

3–1IVV wins

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

Cost, Income and Risk

Fees: IVV, SDEM, JEPQ, VTI

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

VTI0.03%$3

JEPQ0.35%$35

SDEM0.66%$66

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

Yields: IVV, SDEM, JEPQ, VTI

12.79%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.79%$1,279

SDEM5.23%$523

IVV1.14%$114

VTI1.09%$109

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

SDEM$523 − $66 = $457

IVV$114 − $3 = $111

VTI$109 − $3 = $106

KeptFee

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

Overlap: IVV, SDEM, JEPQ, VTI

Today

85.5%most shared, IVV and VTI

IVVSDEMJEPQVTI

IVV—0.0%49.5%85.5%

SDEM0.0%—0.0%0.0%

JEPQ49.5%0.0%—47.2%

VTI85.5%0.0%47.2%—

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

Return vs Bumpiness: 4 ETFs

+14.1%SDEM, at 15.3% volatility

IVVWorst drop−8.9%13.6% vol

VTIWorst drop−8.9%13.7% vol

SDEMWorst drop−9.0%15.3% vol

JEPQWorst drop−11.5%16.7% vol

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

Paid More vs Made More

YTD

JEPQSDEM

+3.2%Year to date+11.7%

12.8%Yield5.2%

+4.5%Past year+14.1%

0.35%Fee0.66%

2–2level

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%

$40.7BAssets$45.2B

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%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

VTI vs ITOT

YTD

VanguardVTI

+8.9%

ITOTiShares

+8.8%

+8.9%Year to date+8.8%

1.1%Yield1.0%

$689BAssets$93.2B

2–0VTI wins

End-of-day Nov 6, 2026