Compare · 3 funds side by side · dividends reinvested

JEPQ, IJS and VTV

JEPQJ.P. Morgan×IJSiShares×VTVVanguard×

02 / 04

Search ETFs and stocks

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,892VTV · best of the three

Story of the three · IncomeMost incomeJEPQ · 12.20% · $1,220 a year on $10k

Story of the three · RiskSmallest drop

JEPQ, IJS and VTV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.81%+22.3%+25.5%+21.2%+12.3%−6.4%10.8%$184B1.1

iShares S&P Small-Cap 600 Value ETFUS Stock Styles · Small cap0.18%1.38%+19.3%+22.0%+16.9%+6.0%−9.3%16.2%$7.8B2.3

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.20%+8.1%+9.0%+18.2%[…]−11.5%16.9%$41.8B2.6

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

End-of-day Nov 11, 2026 · returns include dividends · since: JEPQ 2022 · IJS 2000 · VTV 2004

Head to Head

Swap sides Versus in desk

Head to Head

5Y

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

JEPQ

IJS

iShares S&P Small-Cap 600 Value ETF · $7.8B$13,404

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

JEPQMeasure

More Ways to See the Pairs

JEPQ vs IJS: Top 5 Holdings

Today

JEPQ

27.6%in top 5

IJS

in top 54.8%

JEPQStockIJS

7.2%AAPLnot top 5

5.9%NVDAnot top 5

5.9%MSFTnot top 5

4.4%AMZNnot top 5

4.3%GOOGnot top 5

Cost, Income and Risk

Fees: JEPQ, IJS, VTV

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

IJS0.18%$18

JEPQ0.35%$35

End-of-day Nov 11, 2026 · fee on $10,000 a year

Yields: JEPQ, IJS, VTV

Popular Pairs Near These Three

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

+8.1%Year to date+8.6%

12.2%Yield7.8%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 11, 2026

VTV vs SCHV

YTD

VanguardVTV

+22.3%

SCHVSchwab

+19.9%

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

IJS

+8.1%Year to dateJan 1 → Nov 11+19.3%

+9.0%1 yearTotal return+22.0%

+18.2%3 years · per year$10,000 became $16,525 · $15,965+16.9%

[…]5 years · per year$10,000 became […] · $13,404+6.0%

0.35%Expense ratio$35 · $18 a year on $10k · lower is better0.18%

12.20%Trailing 12-mo yield$1,220 · $138 a year on $10k1.38%

−11.5%Worst dropSmaller is better−9.3%

16.9%VolatilityLower is calmer16.2%

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

2–5IJS wins

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5MTCH1.0%

not top 5PAYC1.0%

not top 5VSXY0.9%

not top 5JXN0.9%

not top 5EPAM0.9%

Held in common0.0%

End-of-day Nov 11, 2026 · share of each fund

JEPQ vs IJS Returns, Every Period

1Y

J.P. MorganJEPQ

+9.0%

past year

IJSiShares

+22.0%

past year

JEPQIJSFaded: behind in that period

1–2IJS wins

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

Income vs Stocks: JEPQ vs VTV

YTD

J.P. MorganJEPQ

+8.1%

VTVVanguard

+22.3%

+8.1%Year to date+22.3%

−11.5%Worst drop · 1Y−6.4%

16.9%Volatility · 1Y10.8%

12.2%Yield1.8%

$41.8BAssets$184B

3–1VTV wins

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

1Y

12.20%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.20%$1,220

VTV1.81%$181

IJS1.38%$138

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$1,185most kept, JEPQ

JEPQ$1,220 − $35 = $1,185

VTV$181 − $3 = $178

IJS$138 − $18 = $120

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: JEPQ, IJS, VTV

Today

17.0%most shared, JEPQ and VTV

JEPQIJSVTV

JEPQ—0.0%17.0%

IJS0.0%—0.0%

VTV17.0%0.0%—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+25.5%VTV, at 10.8% volatility

VTVWorst drop−6.4%10.8% vol

IJSWorst drop−9.3%16.2% vol

JEPQWorst drop−11.5%16.9% vol

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQVTV

+8.1%Year to date+22.3%

12.2%Yield1.8%

+9.0%Past year+25.5%

0.35%Fee0.03%

3–1VTV wins

End-of-day Nov 11, 2026

+22.3%Year to date+19.9%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV wins

End-of-day Nov 11, 2026

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

Loading…

JEPQ, IJS and VTV

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three