Compare · 3 funds side by side · dividends reinvested

JEPI, VOO and VYM

JEPIJ.P. Morgan×VOOVanguard×VYMVanguard×

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

02 / 04

JEPI, VOO and VYM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard High Dividend Yield ETFIncome · Dividend stocks0.04%2.31%+12.8%+16.5%+19.6%+11.1%−6.7%10.6%$78.9B1.8

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.10%+8.7%+9.8%+21.8%+11.4%−8.9%13.5%$1.00T2.0

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: JEPI 2020 · VOO 2010 · VYM 2006

Head to Head

Swap sides Versus in desk

Head to Head

JPMorgan Equity Premium Income ETF · $46.8B$14,118

JEPI

VOO

Vanguard S&P 500 ETF · $1.00T$17,177

$10,000 five years ago, dividends reinvested · they hold 37.5% in common

JEPIMeasureVOO

+5.3%Year to dateJan 1 → Nov 6+8.7%

+8.2%1 yearTotal return+9.8%

+10.7%3 years · per year$10,000 became $13,562 · $18,079+21.8%

+7.1%5 years · per year$10,000 became $14,118 · $17,177+11.4%

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

8.09%Trailing 12-mo yield$809 · $110 a year on $10k1.10%

−6.7%Worst dropSmaller is better−8.9%

8.8%VolatilityLower is calmer13.5%

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

3–5VOO wins

End-of-day Nov 6, 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%

2.1%MAnot top 5

1.9%MMMnot top 5

1.9%NEEnot top 5

Held in common37.5%

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

JEPI vs VOO Returns, Every Period

J.P. MorganJEPI

+7.1%

5 years, per year

VOOVanguard

+11.4%

5 years, per year

JEPIVOOFaded: behind in that period

0–4VOO wins

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

JEPI vs VYM

YTD

J.P. MorganJEPI

+5.3%

VYMVanguard

+12.8%

+5.3%Year to date+12.8%

−6.7%Worst drop · 1Y−6.7%

8.8%Volatility · 1Y10.6%

8.1%Yield2.3%

$46.8BAssets$78.9B

2–1JEPI wins

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

Cost, Income and Risk

Fees: JEPI, VOO, VYM

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

VYM0.04%$4

JEPI0.35%$35

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

Yields: JEPI, VOO, VYM

8.09%highest, JEPI

FundTrailing yieldYield$10k

JEPI8.09%$809

VYM2.31%$231

VOO1.10%$110

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

Income After Fees on $10,000

$774most kept, JEPI

JEPI$809 − $35 = $774

VYM$231 − $4 = $227

VOO$110 − $3 = $107

KeptFee

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

Overlap: JEPI, VOO, VYM

Today

37.5%most shared, JEPI and VOO

JEPIVOOVYM

JEPI—37.5%25.3%

VOO37.5%—33.2%

VYM25.3%33.2%—

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

Return vs Bumpiness: 3 ETFs

+16.5%VYM, at 10.6% volatility

JEPIWorst drop−6.7%8.8% vol

VYMWorst drop−6.7%10.6% vol

VOOWorst drop−8.9%13.5% vol

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

Paid More vs Made More

YTD

JEPIVYM

+5.3%Year to date+12.8%

8.1%Yield2.3%

+8.2%Past year+16.5%

0.35%Fee0.04%

3–1VYM wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

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