Compare · 3 funds side by side · dividends reinvested

JEPQ, SPYM and VIG

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,192SPYM · best of the three

02 / 04

JEPQ, SPYM and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.50%+12.1%+14.3%+18.6%+10.2%−7.9%10.8%$109B1.5

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.05%+8.8%+9.8%+21.8%+11.4%−8.9%13.6%$178B1.8

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.79%+3.2%+4.5%+17.4%[…]−11.5%16.7%$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 6, 2026 · returns include dividends · since: JEPQ 2022 · SPYM 2005 · VIG 2006

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 · $178B$17,192

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

JEPQMeasureSPYM

+3.2%Year to dateJan 1 → Nov 6+8.8%

+4.5%1 yearTotal return+9.8%

+17.4%3 years · per year$10,000 became $16,202 · $18,082+21.8%

[…]5 years · per year$10,000 became […] · $17,192+11.4%

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

12.79%Trailing 12-mo yield$1,279 · $105 a year on $10k1.05%

−11.5%Worst dropSmaller is better−8.9%

16.7%VolatilityLower is calmer13.6%

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

1–6SPYM 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 SPYM: Top 5 Holdings

Today

JEPQ

28.9%in top 5

SPYM

in top 527.8%

JEPQStockSPYM

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 SPYM Returns, Every Period

J.P. MorganJEPQ

+4.5%

past year

SPYMSPDR

+9.8%

past year

JEPQSPYMFaded: behind in that period

0–3SPYM wins

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

JEPQ vs VIG

YTD

J.P. MorganJEPQ

+3.2%

VIGVanguard

+12.1%

+3.2%Year to date+12.1%

−11.5%Worst drop · 1Y−7.9%

16.7%Volatility · 1Y10.8%

12.8%Yield1.5%

$40.7BAssets$109B

3–1VIG wins

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

Cost, Income and Risk

Fees: JEPQ, SPYM, VIG

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

VIG0.04%$4

JEPQ0.35%$35

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

Yields: JEPQ, SPYM, VIG

12.79%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.79%$1,279

VIG1.50%$150

SPYM1.05%$105

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

VIG$150 − $4 = $146

SPYM$105 − $2 = $103

KeptFee

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

Overlap: JEPQ, SPYM, VIG

Today

49.5%most shared, JEPQ and SPYM

JEPQSPYMVIG

JEPQ—49.5%26.2%

SPYM49.5%—42.8%

VIG26.2%42.8%—

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

Return vs Bumpiness: 3 ETFs

+14.3%VIG, at 10.8% volatility

VIGWorst drop−7.9%10.8% vol

SPYMWorst 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

JEPQVIG

+3.2%Year to date+12.1%

12.8%Yield1.5%

+4.5%Past year+14.3%

0.35%Fee0.04%

3–1VIG wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

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%

$40.7BAssets$45.2B

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%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026