Compare · 3 funds side by side · dividends reinvested

IVV, TIZE and JEPQ

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

02 / 04

IVV, TIZE and JEPQ, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.14%+8.4%+9.7%+22.1%+11.4%−8.9%13.6%$850B1.4

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.17%+8.5%+9.3%+20.3%[…]−8.8%15.5%$42.6B1.6

TCW Securitized Income ETFIncome · Dividend stocks0.40%0.76%[…][…][…][…][…][…]$31M3.0

Rank among the three1st → 3rdFee, 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 · TIZE 2021 · JEPQ 2022

Head to Head

Swap sides Versus in desk

Head to Head

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

JEPQ

IVV

iShares Core S&P 500 ETF · $850B$17,151

$10,000 five years ago, dividends reinvested · they hold 49.7% in common

JEPQMeasureIVV

+8.5%Year to dateJan 1 → Nov 5+8.4%

+9.3%1 yearTotal return+9.7%

+20.3%3 years · per year$10,000 became $17,406 · $18,221+22.1%

[…]5 years · per year$10,000 became […] · $17,151+11.4%

0.35%Expense ratio$35 · $3 a year on $10k · lower is better0.03%

12.17%Trailing 12-mo yield$1,217 · $114 a year on $10k1.14%

−8.8%Worst dropSmaller is better−8.9%

15.5%VolatilityLower is calmer13.6%

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

3–4IVV wins

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

More Ways to See the Pairs

JEPQ vs IVV: Top 5 Holdings

Today

JEPQ

28.3%in top 5

IVV

in top 527.7%

JEPQStockIVV

7.1%AAPL7.7%

6.8%NVDA7.3%

6.0%MSFT6.2%

4.2%GOOGnot top 5

4.2%AMZN3.9%

not top 5GOOGL2.6%

Held in common49.7%

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

JEPQ vs IVV Returns, Every Period

J.P. MorganJEPQ

+9.3%

past year

IVViShares

+9.7%

past year

JEPQIVVFaded: behind in that period

1–2IVV wins

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

Income vs Core: JEPQ vs IVV

YTD

J.P. MorganJEPQ

+8.5%

IVViShares

+8.4%

+8.5%Year to date+8.4%

−8.8%Worst drop · 1Y−8.9%

15.5%Volatility · 1Y13.6%

12.2%Yield1.1%

$42.6BAssets$850B

3–1JEPQ wins

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

Cost, Income and Risk

Fees: IVV, TIZE, JEPQ

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

JEPQ0.35%$35

TIZE0.40%$40

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

Yields: IVV, TIZE, JEPQ

12.17%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.17%$1,217

IVV1.14%$114

TIZE0.76%$76

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

IVV$114 − $3 = $111

TIZE$76 − $40 = $36

KeptFee

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

Overlap: IVV, TIZE, JEPQ

Today

49.7%most shared, IVV and JEPQ

IVVTIZEJEPQ

IVV—[…]49.7%

TIZE[…]—[…]

JEPQ49.7%[…]—

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

Return vs Bumpiness: 3 ETFs

+9.7%IVV, at 13.6% volatility

IVVWorst drop−8.9%13.6% vol

JEPQWorst drop−8.8%15.5% vol

TIZEWorst drop[…][…]

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQIVV

+8.5%Year to date+8.4%

12.2%Yield1.1%

+9.3%Past year+9.7%

0.35%Fee0.03%

2–2level

End-of-day Nov 5, 2026

Popular Pairs Near These Three

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

VOO vs IVV

YTD

VanguardVOO

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

End-of-day Nov 5, 2026