Compare · 4 funds side by side · dividends reinvested

PAPI, JEPQ, IVV and SPY

PAPIEaton Vance×JEPQJ.P. Morgan×IVViShares×SPYSPDR×

02 / 04

−0.1%

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Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,265IVV · best of the four

Story of the four · IncomeMost incomeJEPQ · 12.37% · $1,237 a year on $10k

Story of the four · RiskSmallest drop

PAPI, JEPQ, IVV and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Parametric Equity Premium Income ETFIncome · Premium income0.29%7.25%+18.3%+19.1%+13.5%[…]−6.9%10.6%$574M1.9

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.11%+11.5%+11.6%+21.5%+11.5%−8.9%13.8%$875B2.0

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.01%+11.5%+11.6%+21.4%+11.5%−8.9%13.7%$807B2.5

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.37%+6.7%+7.6%+17.4%[…]−11.5%17.0%$42.5B3.4

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 13, 2026 · returns include dividends · since: PAPI 2023 · JEPQ 2022 · IVV 2000 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares Core S&P 500 ETF · $875B$17,265

IVV

More Ways to See the Pairs

IVV vs SPY: Top 5 Holdings

Today

IVV

26.8%in top 5

SPY

in top 526.8%

IVVStockSPY

7.9%AAPL7.9%

6.4%NVDA6.4%

5.9%MSFT5.9%

4.0%AMZN4.0%

2.6%

Cost, Income and Risk

Fees: PAPI, JEPQ, IVV, SPY

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

SPY0.09%$9

PAPI0.29%$29

JEPQ0.35%$35

End-of-day Nov 13, 2026 · fee on $10,000 a year

Popular Pairs Near These Four

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.7%

JEPIJ.P. Morgan

+8.2%

+6.7%Year to date+8.2%

12.4%Yield7.9%

$42.5BAssets$47.1B

1–1level

End-of-day Nov 13, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

VOO vs IVV

YTD

VanguardVOO

+11.5%

IVViShares

+11.5%

SPY

State Street SPDR S&P 500 ETF · $807B$17,214

$10,000 five years ago, dividends reinvested · they hold 99.9% in common

IVVMeasureSPY

+11.5%Year to dateJan 1 → Nov 13+11.5%

+11.6%1 yearTotal return+11.6%

+21.5%3 years · per year$10,000 became $17,931 · $17,889+21.4%

+11.5%5 years · per year$10,000 became $17,265 · $17,214+11.5%

0.03%Expense ratio$3 · $9 a year on $10k · lower is better0.09%

1.11%Trailing 12-mo yield$111 · $101 a year on $10k1.01%

−8.9%Worst dropSmaller is better−8.9%

13.8%VolatilityLower is calmer13.7%

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

3–1IVV wins

End-of-day Nov 13, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

GOOGL

2.6%

Held in common99.9%

End-of-day Nov 13, 2026 · share of each fund

IVV vs SPY Returns, Every Period

5Y

iSharesIVV

+11.5%

5 years, per year

SPYSPDR

+11.5%

5 years, per year

IVVSPYFaded: behind in that period

1–0IVV wins

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

Core vs Income: IVV vs JEPQ

YTD

iSharesIVV

+11.5%

JEPQJ.P. Morgan

+6.7%

+11.5%Year to date+6.7%

−8.9%Worst drop · 1Y−11.5%

13.8%Volatility · 1Y17.0%

1.1%Yield12.4%

$875BAssets$42.5B

3–1IVV wins

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

Yields: PAPI, JEPQ, IVV, SPY

1Y

12.37%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.37%$1,237

PAPI7.25%$725

IVV1.11%$111

SPY1.01%$101

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$1,202most kept, JEPQ

JEPQ$1,237 − $35 = $1,202

PAPI$725 − $29 = $696

IVV$111 − $3 = $108

SPY$101 − $9 = $92

KeptFee

End-of-day Nov 13, 2026 · yield in dollars minus the fee

Overlap: PAPI, JEPQ, IVV, SPY

Today

99.9%most shared, IVV and SPY

PAPIJEPQIVVSPY

PAPI—6.4%17.5%17.5%

JEPQ6.4%—49.2%49.2%

IVV17.5%49.2%—99.9%

SPY17.5%49.2%99.9%—

End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

1Y

+19.1%PAPI, at 10.6% volatility

PAPIWorst drop−6.9%10.6% vol

SPYWorst drop−8.9%13.7% vol

IVVWorst drop−8.9%13.8% vol

JEPQWorst drop−11.5%17.0% vol

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQPAPI

+6.7%Year to date+18.3%

12.4%Yield7.2%

+7.6%Past year+19.1%

0.35%Fee0.29%

3–1PAPI wins

End-of-day Nov 13, 2026

Year to date

+11.5%

1.0%Yield1.0%

$186BAssets$807B

0–0level

End-of-day Nov 13, 2026

Year to date

+11.5%

1.1%Yield1.1%

$1.00TAssets$875B

0–0level

End-of-day Nov 13, 2026

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PAPI, JEPQ, IVV and SPY

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four