Compare · 2 funds side by side · dividends reinvested

JEPI and VOO

JEPIJ.P. Morgan×VOOVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,115VOO · best of the two

02 / 04

JEPI and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.05%+13.4%+13.5%+24.2%+12.6%−8.9%12.8%$1.00T1.4

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.83%+8.8%+11.9%+12.6%+7.9%−6.7%8.1%$46.0B1.6

Rank among the two1st → 2ndFee, 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: JEPI 2020 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

JPMorgan Equity Premium Income ETF · $46.0B$14,635

JEPI

VOO

Vanguard S&P 500 ETF · $1.00T$18,115

$10,000 five years ago, dividends reinvested · they hold 38.1% in common

JEPIMeasureVOO

+8.8%Year to dateJan 1 → Nov 4+13.4%

+11.9%1 yearTotal return+13.5%

+12.6%3 years · per year$10,000 became $14,269 · $19,172+24.2%

+7.9%5 years · per year$10,000 became $14,635 · $18,115+12.6%

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

7.83%Trailing 12-mo yield$783 · $105 a year on $10k1.05%

−6.7%Worst dropSmaller is better−8.9%

8.1%VolatilityLower is calmer12.8%

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

3–5VOO wins

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

More Ways to See the Pairs

JEPI vs VOO: Top 5 Holdings

Today

JEPI

9.5%in top 5

VOO

in top 528.3%

JEPIStockVOO

not top 5NVDA8.4%

1.9%AAPL7.4%

1.9%MSFT5.8%

not top 5AMZN3.7%

not top 5GOOGL3.1%

2.0%MAnot top 5

1.9%Vnot top 5

1.8%NEEnot top 5

Held in common38.1%

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

JEPI vs VOO Returns, Every Period

J.P. MorganJEPI

+7.9%

5 years, per year

VOOVanguard

+12.6%

5 years, per year

JEPIVOOFaded: behind in that period

0–4VOO wins

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

Income vs Core: JEPI vs VOO

YTD

J.P. MorganJEPI

+8.8%

VOOVanguard

+13.4%

+8.8%Year to date+13.4%

−6.7%Worst drop · 1Y−8.9%

8.1%Volatility · 1Y12.8%

7.8%Yield1.1%

$46.0BAssets$1.00T

3–1JEPI wins

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

Cost, Income and Risk

Fees: JEPI, VOO

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

JEPI0.35%$35

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

Yields: JEPI, VOO

7.83%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.83%$783

VOO1.05%$105

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

Income After Fees on $10,000

$748most kept, JEPI

JEPI$783 − $35 = $748

VOO$105 − $3 = $102

KeptFee

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

Overlap: JEPI, VOO

Today

38.1%most shared, JEPI and VOO

JEPIVOO

JEPI—38.1%

VOO38.1%—

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

Return vs Bumpiness: 2 ETFs

+13.5%VOO, at 12.8% volatility

JEPIWorst drop−6.7%8.1% vol

VOOWorst drop−8.9%12.8% vol

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

Paid More vs Made More

YTD

JEPIVOO

+8.8%Year to date+13.4%

7.8%Yield1.1%

+11.9%Past year+13.5%

0.35%Fee0.03%

3–1VOO wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

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%

$41.8BAssets$46.0B

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%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

VOO vs IVV

YTD

VanguardVOO

+13.4%

IVViShares

+13.4%

+13.4%Year to date+13.4%

1.1%Yield1.1%

$1.00TAssets$872B

0–0level

End-of-day Nov 4, 2026