Compare · 3 funds side by side · dividends reinvested

IVV, VIG and JEPI

IVViShares×VIGVanguard×JEPIJ.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, VIG and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.44%+16.4%+18.9%+20.6%+11.2%−7.9%10.2%$109B1.8

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

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.83%+8.8%+11.9%+12.6%+7.9%−6.7%8.1%$46.1B2.3

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 · VIG 2006 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

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

IVV

VIG

Vanguard Dividend Appreciation ETF · $109B$17,005

$10,000 five years ago, dividends reinvested · they hold 42.5% in common

IVVMeasureVIG

+13.4%Year to dateJan 1 → Nov 4+16.4%

+13.5%1 yearTotal return+18.9%

+24.2%3 years · per year$10,000 became $19,178 · $17,533+20.6%

+12.6%5 years · per year$10,000 became $18,118 · $17,005+11.2%

0.03%Expense ratio$3 · $4 a year on $10k · lower is better0.04%

1.09%Trailing 12-mo yield$109 · $144 a year on $10k1.44%

−8.9%Worst dropSmaller is better−7.9%

12.9%VolatilityLower is calmer10.2%

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

3–5VIG wins

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

More Ways to See the Pairs

IVV vs VIG: Top 5 Holdings

Today

IVV

27.3%in top 5

VIG

in top 522.1%

IVVStockVIG

7.7%NVDAnot top 5

7.4%AAPL4.9%

5.9%MSFT4.9%

not top 5AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

3.8%AMZNnot top 5

2.5%GOOGLnot top 5

Held in common42.5%

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

IVV vs VIG Returns, Every Period

iSharesIVV

+12.6%

5 years, per year

VIGVanguard

+11.2%

5 years, per year

IVVVIGFaded: behind in that period

2–2Level

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

Core vs Income: IVV vs JEPI

YTD

iSharesIVV

+13.4%

JEPIJ.P. Morgan

+8.8%

+13.4%Year to date+8.8%

−8.9%Worst drop · 1Y−6.7%

12.9%Volatility · 1Y8.1%

1.1%Yield7.8%

$887BAssets$46.1B

3–1JEPI wins

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

Cost, Income and Risk

Fees: IVV, VIG, JEPI

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

VIG0.04%$4

JEPI0.35%$35

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

Yields: IVV, VIG, JEPI

7.83%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.83%$783

VIG1.44%$144

IVV1.09%$109

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

Income After Fees on $10,000

$748most kept, JEPI

JEPI$783 − $35 = $748

VIG$144 − $4 = $140

IVV$109 − $3 = $106

KeptFee

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

Overlap: IVV, VIG, JEPI

Today

42.5%most shared, IVV and VIG

IVVVIGJEPI

IVV—42.5%39.3%

VIG42.5%—30.7%

JEPI39.3%30.7%—

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

Return vs Bumpiness: 3 ETFs

+18.9%VIG, at 10.2% volatility

JEPIWorst drop−6.7%8.1% vol

VIGWorst drop−7.9%10.2% vol

IVVWorst drop−8.9%12.9% vol

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

Paid More vs Made More

YTD

JEPIVIG

+8.8%Year to date+16.4%

7.8%Yield1.4%

+11.9%Past year+18.9%

0.35%Fee0.04%

3–1VIG wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

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

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