Compare · 3 funds side by side · dividends reinvested

JEPQ, SPY and DGRO

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,337SPY · best of the three

Story of the three · IncomeMost incomeJEPQ · 12.24% · $1,224 a year on $10k

Story of the three · RiskSmallest drop

JEPQ, SPY and DGRO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core Dividend Growth ETFIncome · Dividend stocks0.08%1.82%+19.6%+21.4%+20.7%+11.3%−6.5%10.3%$45.9B1.4

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.00%+11.9%+12.0%+21.6%+11.6%−8.9%13.7%$806B1.9

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.24%+7.8%+8.8%+17.9%[…]−11.5%16.9%$42.6B2.7

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

End-of-day Nov 12, 2026 · returns include dividends · since: JEPQ 2022 · SPY 1993 · DGRO 2014

Head to Head

Swap sides Versus in desk

Head to Head

5Y

JPMorgan Nasdaq Equity Premium Income ETF · $42.6B[…]

JEPQ

SPY

State Street SPDR S&P 500 ETF · $806B$17,337

$10,000 five years ago, dividends reinvested · they hold 49.2% in common

JEPQ

More Ways to See the Pairs

JEPQ vs SPY: Top 5 Holdings

Today

JEPQ

27.3%in top 5

SPY

in top 526.8%

JEPQStockSPY

7.2%AAPL7.9%

5.9%NVDA6.4%

5.6%MSFT5.9%

4.3%GOOGnot top 5

4.2%AMZN

Cost, Income and Risk

Fees: JEPQ, SPY, DGRO

Today

0.08%lowest, DGRO

FundExpense ratioFee$10k

DGRO0.08%$8

SPY0.09%$9

JEPQ0.35%$35

End-of-day Nov 12, 2026 · fee on $10,000 a year

Yields: JEPQ, SPY, DGRO

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

+34.2%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

SPYM vs SPY

YTD

SPDRSPYM

+12.0%

SPYSPDR

+11.9%

Measure

SPY

+7.8%Year to dateJan 1 → Nov 12+11.9%

+8.8%1 yearTotal return+12.0%

+17.9%3 years · per year$10,000 became $16,406 · $17,968+21.6%

[…]5 years · per year$10,000 became […] · $17,337+11.6%

0.35%Expense ratio$35 · $9 a year on $10k · lower is better0.09%

12.24%Trailing 12-mo yield$1,224 · $100 a year on $10k1.00%

−11.5%Worst dropSmaller is better−8.9%

16.9%VolatilityLower is calmer13.7%

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

1–6SPY wins

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

4.0%

not top 5GOOGL2.6%

Held in common49.2%

End-of-day Nov 12, 2026 · share of each fund

JEPQ vs SPY Returns, Every Period

1Y

J.P. MorganJEPQ

+8.8%

past year

SPYSPDR

+12.0%

past year

JEPQSPYFaded: behind in that period

0–3SPY wins

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

JEPQ vs DGRO

YTD

J.P. MorganJEPQ

+7.8%

DGROiShares

+19.6%

+7.8%Year to date+19.6%

−11.5%Worst drop · 1Y−6.5%

16.9%Volatility · 1Y10.3%

12.2%Yield1.8%

$42.6BAssets$45.9B

3–1DGRO wins

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

1Y

12.24%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.24%$1,224

DGRO1.82%$182

SPY1.00%$100

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

Income After Fees on $10,000

1Y

$1,189most kept, JEPQ

JEPQ$1,224 − $35 = $1,189

DGRO$182 − $8 = $174

SPY$100 − $9 = $91

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: JEPQ, SPY, DGRO

Today

49.2%most shared, JEPQ and SPY

JEPQSPYDGRO

JEPQ—49.2%19.6%

SPY49.2%—44.0%

DGRO19.6%44.0%—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+21.4%DGRO, at 10.3% volatility

DGROWorst drop−6.5%10.3% vol

SPYWorst drop−8.9%13.7% vol

JEPQWorst drop−11.5%16.9% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQDGRO

+7.8%Year to date+19.6%

12.2%Yield1.8%

+8.8%Past year+21.4%

0.35%Fee0.08%

3–1DGRO wins

End-of-day Nov 12, 2026

+7.8%Year to date+8.3%

12.2%Yield7.9%

$42.6BAssets$47.3B

1–1level

End-of-day Nov 12, 2026

+12.0%Year to date+11.9%

1.0%Yield1.0%

$186BAssets$806B

1–0SPYM wins

End-of-day Nov 12, 2026

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JEPQ, SPY and DGRO

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three