Compare · 3 funds side by side · dividends reinvested

JEPQ, IVV and DGRO

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

02 / 04

JEPQ, IVV and DGRO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core Dividend Growth ETFIncome · Dividend stocks0.08%1.87%+16.6%+20.3%+20.7%+11.0%−6.5%10.2%$44.7B1.5

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.14%+8.7%+9.8%+21.8%+11.4%−8.9%13.6%$853B1.8

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.79%+3.2%+4.5%+17.4%[…]−11.5%16.7%$40.7B2.7

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: JEPQ 2022 · IVV 2000 · DGRO 2014

Head to Head

Swap sides Versus in desk

Head to Head

JPMorgan Nasdaq Equity Premium Income ETF · $40.7B[…]

JEPQ

IVV

iShares Core S&P 500 ETF · $853B$17,177

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

JEPQMeasureIVV

+3.2%Year to dateJan 1 → Nov 6+8.7%

+4.5%1 yearTotal return+9.8%

+17.4%3 years · per year$10,000 became $16,202 · $18,084+21.8%

[…]5 years · per year$10,000 became […] · $17,177+11.4%

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

12.79%Trailing 12-mo yield$1,279 · $114 a year on $10k1.14%

−11.5%Worst dropSmaller is better−8.9%

16.7%VolatilityLower is calmer13.6%

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

1–6IVV wins

End-of-day Nov 6, 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

28.9%in top 5

IVV

in top 527.8%

JEPQStockIVV

7.4%AAPL7.9%

6.6%NVDA6.9%

6.1%MSFT6.3%

4.4%GOOGnot top 5

4.4%AMZN4.0%

not top 5GOOGL2.6%

Held in common49.5%

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

JEPQ vs IVV Returns, Every Period

J.P. MorganJEPQ

+4.5%

past year

IVViShares

+9.8%

past year

JEPQIVVFaded: behind in that period

0–3IVV wins

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

JEPQ vs DGRO

YTD

J.P. MorganJEPQ

+3.2%

DGROiShares

+16.6%

+3.2%Year to date+16.6%

−11.5%Worst drop · 1Y−6.5%

16.7%Volatility · 1Y10.2%

12.8%Yield1.9%

$40.7BAssets$44.7B

3–1DGRO wins

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

Cost, Income and Risk

Fees: JEPQ, IVV, DGRO

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

DGRO0.08%$8

JEPQ0.35%$35

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

Yields: JEPQ, IVV, DGRO

12.79%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.79%$1,279

DGRO1.87%$187

IVV1.14%$114

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

Income After Fees on $10,000

$1,244most kept, JEPQ

JEPQ$1,279 − $35 = $1,244

DGRO$187 − $8 = $179

IVV$114 − $3 = $111

KeptFee

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

Overlap: JEPQ, IVV, DGRO

Today

49.5%most shared, JEPQ and IVV

JEPQIVVDGRO

JEPQ—49.5%19.6%

IVV49.5%—44.0%

DGRO19.6%44.0%—

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

Return vs Bumpiness: 3 ETFs

+20.3%DGRO, at 10.2% volatility

DGROWorst drop−6.5%10.2% vol

IVVWorst drop−8.9%13.6% vol

JEPQWorst drop−11.5%16.7% vol

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

Paid More vs Made More

YTD

JEPQDGRO

+3.2%Year to date+16.6%

12.8%Yield1.9%

+4.5%Past year+20.3%

0.35%Fee0.08%

3–1DGRO 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%

$40.7BAssets$45.2B

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%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026