Compare · 3 funds side by side · dividends reinvested

JEPQ, SPY and VTI

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,481SPY · 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, SPY and VTI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.00%+12.3%+12.7%+21.8%+11.8%−8.9%13.7%$793B1.6

Vanguard Morningstar Total Stock Market ETFLow-Cost Core · Total US market0.03%1.05%+12.6%+13.0%+21.7%+10.8%−8.9%13.9%$689B1.6

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.20%+8.1%+9.0%+18.2%[…]−11.5%16.9%$41.8B2.7

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

End-of-day Nov 11, 2026 · returns include dividends · since: JEPQ 2022 · SPY 1993 · VTI 2001

Head to Head

Swap sides Versus in desk

Head to Head

5Y

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

JEPQ

SPY

State Street SPDR S&P 500 ETF · $793B$17,481

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

JEPQMeasure

More Ways to See the Pairs

JEPQ vs SPY: Top 5 Holdings

Today

JEPQ

27.6%in top 5

SPY

in top 526.9%

JEPQStockSPY

7.2%AAPL7.8%

5.9%NVDA6.3%

5.9%MSFT6.1%

4.4%AMZN4.1%

4.3%

Cost, Income and Risk

Fees: JEPQ, SPY, VTI

Today

0.03%lowest, VTI

FundExpense ratioFee$10k

VTI0.03%$3

SPY0.09%$9

JEPQ0.35%$35

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

Yields: JEPQ, SPY, VTI

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

SPYM vs SPY

YTD

SPDRSPYM

+12.4%

SPYSPDR

+12.3%

VTI vs ITOT

YTD

VanguardVTI

+12.6%

ITOTiShares

+12.5%

SPY

+8.1%Year to dateJan 1 → Nov 11+12.3%

+9.0%1 yearTotal return+12.7%

+18.2%3 years · per year$10,000 became $16,525 · $18,083+21.8%

[…]5 years · per year$10,000 became […] · $17,481+11.8%

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

12.20%Trailing 12-mo yield$1,220 · $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 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

GOOG

not top 5

not top 5GOOGL2.6%

Held in common49.2%

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

JEPQ vs SPY Returns, Every Period

1Y

J.P. MorganJEPQ

+9.0%

past year

SPYSPDR

+12.7%

past year

JEPQSPYFaded: behind in that period

0–3SPY wins

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

Income vs Core: JEPQ vs VTI

YTD

J.P. MorganJEPQ

+8.1%

VTIVanguard

+12.6%

+8.1%Year to date+12.6%

−11.5%Worst drop · 1Y−8.9%

16.9%Volatility · 1Y13.9%

12.2%Yield1.1%

$41.8BAssets$689B

3–1VTI 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

VTI1.05%$106

SPY1.00%$100

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

VTI$106 − $3 = $103

SPY$100 − $9 = $91

KeptFee

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

Overlap: JEPQ, SPY, VTI

Today

85.7%most shared, SPY and VTI

JEPQSPYVTI

JEPQ—49.2%46.7%

SPY49.2%—85.7%

VTI46.7%85.7%—

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

Return vs Bumpiness: 3 ETFs

1Y

+13.0%VTI, at 13.9% volatility

SPYWorst drop−8.9%13.7% vol

VTIWorst drop−8.9%13.9% 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

JEPQVTI

+8.1%Year to date+12.6%

12.2%Yield1.1%

+9.0%Past year+13.0%

0.35%Fee0.03%

3–1VTI wins

End-of-day Nov 11, 2026

+12.4%Year to date+12.3%

1.0%Yield1.0%

$183BAssets$793B

1–0SPYM wins

End-of-day Nov 11, 2026

+12.6%Year to date+12.5%

1.1%Yield1.0%

$689BAssets$96.5B

2–0VTI wins

End-of-day Nov 11, 2026

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JEPQ, SPY and VTI

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three