Compare · 3 funds side by side · dividends reinvested

JEPI, VOO and QQQ

JEPIJ.P. Morgan×VOOVanguard×QQQInvesco×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$18,068QQQ · best of the three

02 / 04

JEPI, VOO and QQQ, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.07%+11.3%+13.6%+22.0%+11.9%−8.9%13.7%$1.00T1.6

Invesco QQQ Trust, Series 1Low-Cost Core · Nasdaq-1000.18%0.46%+11.0%+11.6%+23.9%+12.6%−14.8%21.5%$446B2.1

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.93%+7.5%+10.9%+11.0%+7.6%−6.7%9.0%$45.2B2.3

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

End-of-day Nov 9, 2026 · returns include dividends · since: JEPI 2020 · VOO 2010 · QQQ 1999

Head to Head

Swap sides Versus in desk

Head to Head

JPMorgan Equity Premium Income ETF · $45.2B$14,448

JEPI

VOO

Vanguard S&P 500 ETF · $1.00T$17,543

$10,000 five years ago, dividends reinvested · they hold 38.2% in common

JEPIMeasureVOO

+7.5%Year to dateJan 1 → Nov 9+11.3%

+10.9%1 yearTotal return+13.6%

+11.0%3 years · per year$10,000 became $13,679 · $18,159+22.0%

+7.6%5 years · per year$10,000 became $14,448 · $17,543+11.9%

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

7.93%Trailing 12-mo yield$793 · $107 a year on $10k1.07%

−6.7%Worst dropSmaller is better−8.9%

9.0%VolatilityLower is calmer13.7%

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

3–5VOO wins

End-of-day Nov 9, 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

9.9%in top 5

VOO

in top 528.3%

JEPIStockVOO

not top 5NVDA8.4%

2.0%AAPL7.4%

2.0%MSFT5.8%

not top 5AMZN3.7%

not top 5GOOGL3.1%

2.0%MAnot top 5

1.9%Vnot top 5

1.9%MMMnot top 5

Held in common38.2%

End-of-day Nov 9, 2026 · share of each fund

JEPI vs VOO Returns, Every Period

J.P. MorganJEPI

+7.6%

5 years, per year

VOOVanguard

+11.9%

5 years, per year

JEPIVOOFaded: behind in that period

0–4VOO wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Income vs Core: JEPI vs VOO

YTD

J.P. MorganJEPI

+7.5%

VOOVanguard

+11.3%

+7.5%Year to date+11.3%

−6.7%Worst drop · 1Y−8.9%

9.0%Volatility · 1Y13.7%

7.9%Yield1.1%

$45.2BAssets$1.00T

3–1JEPI wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: JEPI, VOO, QQQ

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

QQQ0.18%$18

JEPI0.35%$35

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: JEPI, VOO, QQQ

7.93%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.93%$793

VOO1.07%$107

QQQ0.46%$46

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$758most kept, JEPI

JEPI$793 − $35 = $758

VOO$107 − $3 = $104

QQQ$46 − $18 = $28

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: JEPI, VOO, QQQ

Today

54.9%most shared, VOO and QQQ

JEPIVOOQQQ

JEPI—38.2%27.1%

VOO38.2%—54.9%

QQQ27.1%54.9%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+13.6%VOO, at 13.7% volatility

JEPIWorst drop−6.7%9.0% vol

VOOWorst drop−8.9%13.7% vol

QQQWorst drop−14.8%21.5% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

JEPIVOO

+7.5%Year to date+11.3%

7.9%Yield1.1%

+10.9%Past year+13.6%

0.35%Fee0.03%

3–1VOO wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

QQQM vs QQQ

YTD

InvescoQQQM

+10.9%

QQQInvesco

+11.0%

+10.9%Year to date+11.0%

0.15% · $15Fee · on $10k a year0.18% · $18

$103BAssets$446B

1–1level

End-of-day Nov 9, 2026