Compare · 3 funds side by side · dividends reinvested

JEPI, JEPQ and VOO

JEPIJ.P. Morgan×JEPQJ.P. Morgan×VOOVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,749VOO · best of the three

02 / 04

JEPI, JEPQ and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.07%+11.5%+11.9%+24.1%+12.2%−8.9%12.7%$1.00T1.6

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.96%+7.0%+9.8%+12.4%+7.4%−6.7%7.9%$46.0B2.0

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.28%+7.5%+8.6%+20.4%[…]−8.8%15.5%$41.8B2.1

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

End-of-day Nov 3, 2026 · returns include dividends · since: JEPI 2020 · JEPQ 2022 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

JPMorgan Equity Premium Income ETF · $46.0B$14,322

JEPI

JEPQ

JPMorgan Nasdaq Equity Premium Income ETF · $41.8B[…]

$10,000 five years ago, dividends reinvested · they hold 26.6% in common

JEPIMeasureJEPQ

+7.0%Year to dateJan 1 → Nov 3+7.5%

+9.8%1 yearTotal return+8.6%

+12.4%3 years · per year$10,000 became $14,201 · $17,450+20.4%

+7.4%5 years · per year$10,000 became $14,322 · […][…]

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

7.96%Trailing 12-mo yield$796 · $1,228 a year on $10k12.28%

−6.7%Worst dropSmaller is better−8.8%

7.9%VolatilityLower is calmer15.5%

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

3–3Level

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

More Ways to See the Pairs

JEPI vs JEPQ: Top 5 Holdings

Today

JEPI

9.5%in top 5

JEPQ

in top 527.5%

JEPIStockJEPQ

not top 5NVDA6.9%

1.9%AAPL6.9%

1.9%MSFT5.5%

not top 5GOOG4.1%

not top 5MU4.1%

2.0%MAnot top 5

1.9%Vnot top 5

1.8%NEEnot top 5

Held in common26.6%

End-of-day Nov 3, 2026 · share of each fund

JEPI vs JEPQ Returns, Every Period

J.P. MorganJEPI

+9.8%

past year

JEPQJ.P. Morgan

+8.6%

past year

JEPIJEPQFaded: behind in that period

1–2JEPQ wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

JEPI vs JEPQ

YTD

J.P. MorganJEPI

+7.0%

JEPQJ.P. Morgan

+7.5%

+7.0%Year to date+7.5%

−6.7%Worst drop · 1Y−8.8%

7.9%Volatility · 1Y15.5%

8.0%Yield12.3%

$46.0BAssets$41.8B

2–2level

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: JEPI, JEPQ, VOO

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

JEPI0.35%$35

JEPQ0.35%$35

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: JEPI, JEPQ, VOO

12.28%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.28%$1,228

JEPI7.96%$796

VOO1.07%$107

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$1,193most kept, JEPQ

JEPQ$1,228 − $35 = $1,193

JEPI$796 − $35 = $761

VOO$107 − $3 = $104

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: JEPI, JEPQ, VOO

Today

50.9%most shared, JEPQ and VOO

JEPIJEPQVOO

JEPI—26.6%37.4%

JEPQ26.6%—50.9%

VOO37.4%50.9%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+11.9%VOO, at 12.7% volatility

JEPIWorst drop−6.7%7.9% vol

VOOWorst drop−8.9%12.7% vol

JEPQWorst drop−8.8%15.5% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQVOO

+7.5%Year to date+11.5%

12.3%Yield1.1%

+8.6%Past year+11.9%

0.35%Fee0.03%

3–1VOO wins

End-of-day Nov 3, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

VOO vs IVV

YTD

VanguardVOO

+11.5%

IVViShares

+11.6%

+11.5%Year to date+11.6%

1.1%Yield1.1%

$1.00TAssets$872B

1–0IVV wins

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026