Compare · 3 funds side by side · dividends reinvested

IVV, VTI and JEPI

IVViShares×VTIVanguard×JEPIJ.P. Morgan×

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

02 / 04

IVV, VTI and JEPI, 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%$850B1.6

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%$689B2.0

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%8.09%+5.3%+8.2%+10.7%+7.1%−6.7%8.8%$46.8B2.3

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: IVV 2000 · VTI 2001 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core S&P 500 ETF · $850B$17,177

IVV

VTI

Vanguard Morningstar Total Stock Market ETF · $689B$16,375

$10,000 five years ago, dividends reinvested · they hold 85.5% in common

IVVMeasureVTI

+8.7%Year to dateJan 1 → Nov 6+8.9%

+9.8%1 yearTotal return+9.9%

+21.8%3 years · per year$10,000 became $18,084 · $18,004+21.7%

+11.4%5 years · per year$10,000 became $17,177 · $16,375+10.4%

0.03%Expense ratio$3 · $3 a year on $10k · lower is better0.03%

1.14%Trailing 12-mo yield$114 · $109 a year on $10k1.09%

−8.9%Worst dropSmaller is better−8.9%

13.6%VolatilityLower is calmer13.7%

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

4–2IVV 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 VTI: Top 5 Holdings

Today

IVV

27.8%in top 5

VTI

in top 525.0%

IVVStockVTI

7.9%AAPL6.6%

6.9%NVDA7.1%

6.3%MSFT5.2%

4.0%AMZN3.3%

2.6%GOOGL2.8%

Held in common85.5%

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

IVV vs VTI Returns, Every Period

iSharesIVV

+11.4%

5 years, per year

VTIVanguard

+10.4%

5 years, per year

IVVVTIFaded: behind in that period

2–2Level

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

Core vs Income: IVV vs JEPI

YTD

iSharesIVV

+8.7%

JEPIJ.P. Morgan

+5.3%

+8.7%Year to date+5.3%

−8.9%Worst drop · 1Y−6.7%

13.6%Volatility · 1Y8.8%

1.1%Yield8.1%

$850BAssets$46.8B

3–1JEPI wins

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

Cost, Income and Risk

Fees: IVV, VTI, JEPI

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

VTI0.03%$3

JEPI0.35%$35

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

Yields: IVV, VTI, JEPI

8.09%highest, JEPI

FundTrailing yieldYield$10k

JEPI8.09%$809

IVV1.14%$114

VTI1.09%$109

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$774most kept, JEPI

JEPI$809 − $35 = $774

IVV$114 − $3 = $111

VTI$109 − $3 = $106

KeptFee

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

Overlap: IVV, VTI, JEPI

Today

85.5%most shared, IVV and VTI

IVVVTIJEPI

IVV—85.5%39.1%

VTI85.5%—35.5%

JEPI39.1%35.5%—

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

Return vs Bumpiness: 3 ETFs

+9.9%VTI, at 13.7% volatility

JEPIWorst drop−6.7%8.8% vol

IVVWorst drop−8.9%13.6% vol

VTIWorst drop−8.9%13.7% vol

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

Paid More vs Made More

YTD

JEPIVTI

+5.3%Year to date+8.9%

8.1%Yield1.1%

+8.2%Past year+9.9%

0.35%Fee0.03%

3–1VTI wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

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%

$42.6BAssets$46.8B

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%

$182BAssets$819B

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$92.8B

2–0VTI wins

End-of-day Nov 6, 2026