Compare · 2 funds side by side · dividends reinvested

JEPQ and IVV

JEPQJ.P. Morgan×IVViShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,118IVV · best of the two

02 / 04

JEPQ and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.09%+13.4%+13.5%+24.2%+12.6%−8.9%12.9%$887B1.3

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.17%+8.5%+9.3%+20.3%[…]−8.8%15.5%$42.1B1.7

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: JEPQ 2022 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

JPMorgan Nasdaq Equity Premium Income ETF · $42.1B[…]

JEPQ

IVV

iShares Core S&P 500 ETF · $887B$18,118

$10,000 five years ago, dividends reinvested · they hold 49.5% in common

JEPQMeasureIVV

+8.5%Year to dateJan 1 → Nov 4+13.4%

+9.3%1 yearTotal return+13.5%

+20.3%3 years · per year$10,000 became $17,406 · $19,178+24.2%

[…]5 years · per year$10,000 became […] · $18,118+12.6%

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

12.17%Trailing 12-mo yield$1,217 · $109 a year on $10k1.09%

−8.8%Worst dropSmaller is better−8.9%

15.5%VolatilityLower is calmer12.9%

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

2–5IVV wins

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

More Ways to See the Pairs

JEPQ vs IVV: Top 5 Holdings

Today

JEPQ

27.9%in top 5

IVV

in top 527.3%

JEPQStockIVV

7.1%NVDA7.7%

6.8%AAPL7.4%

5.6%MSFT5.9%

4.2%MUnot top 5

4.1%GOOGnot top 5

not top 5AMZN3.8%

not top 5GOOGL2.5%

Held in common49.5%

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

JEPQ vs IVV Returns, Every Period

J.P. MorganJEPQ

+9.3%

past year

IVViShares

+13.5%

past year

JEPQIVVFaded: behind in that period

0–3IVV wins

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

Income vs Core: JEPQ vs IVV

YTD

J.P. MorganJEPQ

+8.5%

IVViShares

+13.4%

+8.5%Year to date+13.4%

−8.8%Worst drop · 1Y−8.9%

15.5%Volatility · 1Y12.9%

12.2%Yield1.1%

$42.1BAssets$887B

2–2level

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

Cost, Income and Risk

Fees: JEPQ, IVV

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

JEPQ0.35%$35

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

Yields: JEPQ, IVV

12.17%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.17%$1,217

IVV1.09%$109

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

Income After Fees on $10,000

$1,182most kept, JEPQ

JEPQ$1,217 − $35 = $1,182

IVV$109 − $3 = $106

KeptFee

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

Overlap: JEPQ, IVV

Today

49.5%most shared, JEPQ and IVV

JEPQIVV

JEPQ—49.5%

IVV49.5%—

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

Return vs Bumpiness: 2 ETFs

+13.5%IVV, at 12.9% volatility

IVVWorst drop−8.9%12.9% vol

JEPQWorst drop−8.8%15.5% vol

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

Paid More vs Made More

YTD

JEPQIVV

+8.5%Year to date+13.4%

12.2%Yield1.1%

+9.3%Past year+13.5%

0.35%Fee0.03%

3–1IVV 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%

$42.1BAssets$46.1B

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%

$182BAssets$805B

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$887B

0–0level

End-of-day Nov 4, 2026