Compare · 2 funds side by side · dividends reinvested

JEPQ and VOO

JEPQJ.P. Morgan×VOOVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,749VOO · best of the two

02 / 04

JEPQ and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.07%+11.5%+11.9%+24.1%+12.2%−8.9%12.7%$1.00T1.3

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.28%+7.5%+8.6%+20.4%[…]−8.8%15.5%$41.8B1.7

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: JEPQ 2022 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

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

JEPQ

VOO

Vanguard S&P 500 ETF · $1.00T$17,749

$10,000 five years ago, dividends reinvested · they hold 50.9% in common

JEPQMeasureVOO

+7.5%Year to dateJan 1 → Nov 3+11.5%

+8.6%1 yearTotal return+11.9%

+20.4%3 years · per year$10,000 became $17,450 · $19,094+24.1%

[…]5 years · per year$10,000 became […] · $17,749+12.2%

0.35%Expense ratio$35 · $3 a year on $10k · lower is better0.03%

12.28%Trailing 12-mo yield$1,228 · $107 a year on $10k1.07%

−8.8%Worst dropSmaller is better−8.9%

15.5%VolatilityLower is calmer12.7%

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

2–5VOO wins

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

More Ways to See the Pairs

JEPQ vs VOO: Top 5 Holdings

Today

JEPQ

27.5%in top 5

VOO

in top 528.3%

JEPQStockVOO

6.9%NVDA8.4%

6.9%AAPL7.4%

5.5%MSFT5.8%

4.1%GOOGnot top 5

4.1%MUnot top 5

not top 5AMZN3.7%

not top 5GOOGL3.1%

Held in common50.9%

End-of-day Nov 3, 2026 · share of each fund

JEPQ vs VOO Returns, Every Period

J.P. MorganJEPQ

+8.6%

past year

VOOVanguard

+11.9%

past year

JEPQVOOFaded: behind in that period

0–3VOO wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

Income vs Core: JEPQ vs VOO

YTD

J.P. MorganJEPQ

+7.5%

VOOVanguard

+11.5%

+7.5%Year to date+11.5%

−8.8%Worst drop · 1Y−8.9%

15.5%Volatility · 1Y12.7%

12.3%Yield1.1%

$41.8BAssets$1.00T

2–2level

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: JEPQ, VOO

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

JEPQ0.35%$35

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: JEPQ, VOO

12.28%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.28%$1,228

VOO1.07%$107

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$1,193most kept, JEPQ

JEPQ$1,228 − $35 = $1,193

VOO$107 − $3 = $104

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: JEPQ, VOO

Today

50.9%most shared, JEPQ and VOO

JEPQVOO

JEPQ—50.9%

VOO50.9%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+11.9%VOO, at 12.7% volatility

VOOWorst drop−8.9%12.7% vol

JEPQWorst drop−8.8%15.5% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQVOO

+7.5%Year to date+11.5%

12.3%Yield1.1%

+8.6%Past year+11.9%

0.35%Fee0.03%

3–1VOO wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

VOO vs IVV

YTD

VanguardVOO

+11.5%

IVViShares

+11.6%

+11.5%Year to date+11.6%

1.1%Yield1.1%

$1.00TAssets$872B

1–0IVV wins

End-of-day Nov 3, 2026