Compare · 3 funds side by side · dividends reinvested

JEPQ, SPY and VOO

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

02 / 04

JEPQ, SPY and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

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%$1.00T1.3

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.03%+8.7%+9.7%+21.7%+11.3%−8.9%13.6%$819B2.0

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.79%+3.2%+4.5%+17.4%[…]−11.5%16.7%$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 6, 2026 · returns include dividends · since: JEPQ 2022 · SPY 1993 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

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

JEPQ

SPY

State Street SPDR S&P 500 ETF · $819B$17,118

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

JEPQMeasureSPY

+3.2%Year to dateJan 1 → Nov 6+8.7%

+4.5%1 yearTotal return+9.7%

+17.4%3 years · per year$10,000 became $16,202 · $18,039+21.7%

[…]5 years · per year$10,000 became […] · $17,118+11.3%

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

12.79%Trailing 12-mo yield$1,279 · $103 a year on $10k1.03%

−11.5%Worst dropSmaller is better−8.9%

16.7%VolatilityLower is calmer13.6%

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

1–6SPY 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 SPY: Top 5 Holdings

Today

JEPQ

28.9%in top 5

SPY

in top 527.8%

JEPQStockSPY

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 SPY Returns, Every Period

J.P. MorganJEPQ

+4.5%

past year

SPYSPDR

+9.7%

past year

JEPQSPYFaded: behind in that period

0–3SPY wins

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

Income vs Core: JEPQ vs VOO

YTD

J.P. MorganJEPQ

+3.2%

VOOVanguard

+8.7%

+3.2%Year to date+8.7%

−11.5%Worst drop · 1Y−8.9%

16.7%Volatility · 1Y13.5%

12.8%Yield1.1%

$42.6BAssets$1.00T

3–1VOO wins

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

Cost, Income and Risk

Fees: JEPQ, SPY, VOO

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

SPY0.09%$9

JEPQ0.35%$35

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

Yields: JEPQ, SPY, VOO

12.79%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.79%$1,279

VOO1.10%$110

SPY1.03%$103

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

VOO$110 − $3 = $107

SPY$103 − $9 = $94

KeptFee

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

Overlap: JEPQ, SPY, VOO

Today

92.2%most shared, SPY and VOO

JEPQSPYVOO

JEPQ—49.5%51.3%

SPY49.5%—92.2%

VOO51.3%92.2%—

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

Return vs Bumpiness: 3 ETFs

+9.8%VOO, at 13.5% volatility

VOOWorst drop−8.9%13.5% vol

SPYWorst 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

JEPQVOO

+3.2%Year to date+8.7%

12.8%Yield1.1%

+4.5%Past year+9.8%

0.35%Fee0.03%

3–1VOO wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

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

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

End-of-day Nov 6, 2026