Compare · 3 funds side by side · dividends reinvested

JEPQ, SPY and VYM

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,358SPY · best of the three

Story of the three · IncomeMost incomeJEPQ · 12.45% · $1,245 a year on $10k

Story of the three · RiskSmallest drop

JEPQ, SPY and VYM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard High Dividend Yield ETFIncome · Dividend stocks0.04%2.25%+15.9%+19.4%+19.6%+11.5%−6.7%10.8%$78.9B1.4

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.01%+10.8%+13.0%+21.4%+11.7%−8.9%13.8%$792B1.9

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.45%+6.0%+8.8%+17.6%[…]−11.5%16.9%$42.0B2.7

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

End-of-day Nov 10, 2026 · returns include dividends · since: JEPQ 2022 · SPY 1993 · VYM 2006

Head to Head

Swap sides Versus in desk

Head to Head

5Y

JPMorgan Nasdaq Equity Premium Income ETF · $42.0B[…]

JEPQ

SPY

State Street SPDR S&P 500 ETF · $792B$17,358

$10,000 five years ago, dividends reinvested · they hold 49.4% in common

JEPQMeasure

More Ways to See the Pairs

JEPQ vs SPY: Top 5 Holdings

Today

JEPQ

28.0%in top 5

SPY

in top 527.3%

JEPQStockSPY

7.2%AAPL7.9%

6.2%NVDA6.6%

6.0%MSFT6.2%

4.3%AMZN4.0%

4.3%

Cost, Income and Risk

Fees: JEPQ, SPY, VYM

Today

0.04%lowest, VYM

FundExpense ratioFee$10k

VYM0.04%$4

SPY0.09%$9

JEPQ0.35%$35

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

Yields: JEPQ, SPY, VYM

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

+33.8%Year to date+15.1%

2.9%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

SPYM vs SPY

YTD

SPDRSPYM

+10.9%

SPYSPDR

+10.8%

SPY

+6.0%Year to dateJan 1 → Nov 10+10.8%

+8.8%1 yearTotal return+13.0%

+17.6%3 years · per year$10,000 became $16,284 · $17,888+21.4%

[…]5 years · per year$10,000 became […] · $17,358+11.7%

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

12.45%Trailing 12-mo yield$1,245 · $101 a year on $10k1.01%

−11.5%Worst dropSmaller is better−8.9%

16.9%VolatilityLower is calmer13.8%

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

1–6SPY wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

GOOG

not top 5

not top 5GOOGL2.6%

Held in common49.4%

End-of-day Nov 10, 2026 · share of each fund

JEPQ vs SPY Returns, Every Period

1Y

J.P. MorganJEPQ

+8.8%

past year

SPYSPDR

+13.0%

past year

JEPQSPYFaded: behind in that period

0–3SPY wins

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

JEPQ vs VYM

YTD

J.P. MorganJEPQ

+6.0%

VYMVanguard

+15.9%

+6.0%Year to date+15.9%

−11.5%Worst drop · 1Y−6.7%

16.9%Volatility · 1Y10.8%

12.4%Yield2.2%

$42.0BAssets$78.9B

3–1VYM wins

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

1Y

12.45%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.45%$1,245

VYM2.25%$225

SPY1.01%$101

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$1,210most kept, JEPQ

JEPQ$1,245 − $35 = $1,210

VYM$225 − $4 = $221

SPY$101 − $9 = $92

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: JEPQ, SPY, VYM

Today

49.4%most shared, JEPQ and SPY

JEPQSPYVYM

JEPQ—49.4%12.1%

SPY49.4%—35.2%

VYM12.1%35.2%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+19.4%VYM, at 10.8% volatility

VYMWorst drop−6.7%10.8% vol

SPYWorst drop−8.9%13.8% vol

JEPQWorst drop−11.5%16.9% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQVYM

+6.0%Year to date+15.9%

12.4%Yield2.2%

+8.8%Past year+19.4%

0.35%Fee0.04%

3–1VYM wins

End-of-day Nov 10, 2026

+6.0%Year to date+7.6%

12.4%Yield7.9%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 10, 2026

+10.9%Year to date+10.8%

1.0%Yield1.0%

$183BAssets$792B

1–0SPYM wins

End-of-day Nov 10, 2026

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JEPQ, SPY and VYM

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three