Compare · 3 funds side by side · dividends reinvested

JEPQ, SPYM and IVV

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,553SPYM · best of the three

02 / 04

JEPQ, SPYM and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.03%+11.3%+13.6%+22.0%+11.9%−8.9%13.7%$179B1.5

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.11%+11.3%+13.6%+22.0%+11.9%−8.9%13.8%$853B1.8

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.39%+6.6%+9.2%+18.2%[…]−11.5%16.9%$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 9, 2026 · returns include dividends · since: JEPQ 2022 · SPYM 2005 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

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

JEPQ

SPYM

State Street SPDR Portfolio S&P 500 ETF · $179B$17,553

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

JEPQMeasureSPYM

+6.6%Year to dateJan 1 → Nov 9+11.3%

+9.2%1 yearTotal return+13.6%

+18.2%3 years · per year$10,000 became $16,495 · $18,161+22.0%

[…]5 years · per year$10,000 became […] · $17,553+11.9%

0.35%Expense ratio$35 · $2 a year on $10k · lower is better0.02%

12.39%Trailing 12-mo yield$1,239 · $103 a year on $10k1.03%

−11.5%Worst dropSmaller is better−8.9%

16.9%VolatilityLower is calmer13.7%

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

1–6SPYM wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

JEPQ vs SPYM: Top 5 Holdings

Today

JEPQ

28.6%in top 5

SPYM

in top 527.8%

JEPQStockSPYM

7.3%AAPL7.9%

6.7%NVDA7.1%

6.0%MSFT6.2%

4.4%GOOGnot top 5

4.3%AMZN4.0%

not top 5GOOGL2.6%

Held in common49.5%

End-of-day Nov 9, 2026 · share of each fund

JEPQ vs SPYM Returns, Every Period

J.P. MorganJEPQ

+9.2%

past year

SPYMSPDR

+13.6%

past year

JEPQSPYMFaded: behind in that period

0–3SPYM wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Income vs Core: JEPQ vs IVV

YTD

J.P. MorganJEPQ

+6.6%

IVViShares

+11.3%

+6.6%Year to date+11.3%

−11.5%Worst drop · 1Y−8.9%

16.9%Volatility · 1Y13.8%

12.4%Yield1.1%

$40.7BAssets$853B

3–1IVV wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: JEPQ, SPYM, IVV

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

IVV0.03%$3

JEPQ0.35%$35

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: JEPQ, SPYM, IVV

12.39%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.39%$1,239

IVV1.11%$111

SPYM1.03%$103

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$1,204most kept, JEPQ

JEPQ$1,239 − $35 = $1,204

IVV$111 − $3 = $108

SPYM$103 − $2 = $101

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: JEPQ, SPYM, IVV

Today

99.9%most shared, SPYM and IVV

JEPQSPYMIVV

JEPQ—49.5%49.5%

SPYM49.5%—99.9%

IVV49.5%99.9%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+13.6%IVV, at 13.8% volatility

SPYMWorst drop−8.9%13.7% vol

IVVWorst drop−8.9%13.8% vol

JEPQWorst drop−11.5%16.9% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQSPYM

+6.6%Year to date+11.3%

12.4%Yield1.0%

+9.2%Past year+13.6%

0.35%Fee0.02%

3–1SPYM wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 9, 2026