Compare · 3 funds side by side · dividends reinvested

QQQ, IVV and JEPI

QQQInvesco×IVViShares×JEPIJ.P. Morgan×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,509QQQ · best of the three

02 / 04

QQQ, IVV and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.14%+8.7%+9.8%+21.8%+11.4%−8.9%13.6%$853B1.6

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%8.09%+5.3%+8.2%+10.7%+7.1%−6.7%8.8%$45.2B2.1

Invesco QQQ Trust, Series 1Low-Cost Core · Nasdaq-1000.18%0.47%+7.2%+5.8%+23.2%+11.9%−14.8%21.3%$446B2.3

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: QQQ 1999 · IVV 2000 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

Invesco QQQ Trust, Series 1 · $446B$17,509

QQQ

IVV

iShares Core S&P 500 ETF · $853B$17,177

$10,000 five years ago, dividends reinvested · they hold 52.1% in common

QQQMeasureIVV

+7.2%Year to dateJan 1 → Nov 6+8.7%

+5.8%1 yearTotal return+9.8%

+23.2%3 years · per year$10,000 became $18,694 · $18,084+21.8%

+11.9%5 years · per year$10,000 became $17,509 · $17,177+11.4%

0.18%Expense ratio$18 · $3 a year on $10k · lower is better0.03%

0.47%Trailing 12-mo yield$47 · $114 a year on $10k1.14%

−14.8%Worst dropSmaller is better−8.9%

21.3%VolatilityLower is calmer13.6%

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

2–6IVV wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

QQQ vs IVV: Top 5 Holdings

Today

QQQ

31.6%in top 5

IVV

in top 527.8%

QQQStockIVV

8.7%AAPL7.9%

7.6%NVDA6.9%

6.9%MSFT6.3%

4.9%AMZN4.0%

3.5%MUnot top 5

not top 5GOOGL2.6%

Held in common52.1%

End-of-day Nov 6, 2026 · share of each fund

QQQ vs IVV Returns, Every Period

InvescoQQQ

+11.9%

5 years, per year

IVViShares

+11.4%

5 years, per year

QQQIVVFaded: behind in that period

2–2Level

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

Core vs Income: QQQ vs JEPI

YTD

InvescoQQQ

+7.2%

JEPIJ.P. Morgan

+5.3%

+7.2%Year to date+5.3%

−14.8%Worst drop · 1Y−6.7%

21.3%Volatility · 1Y8.8%

0.5%Yield8.1%

$446BAssets$45.2B

3–1JEPI wins

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

Cost, Income and Risk

Fees: QQQ, IVV, JEPI

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

QQQ0.18%$18

JEPI0.35%$35

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

Yields: QQQ, IVV, JEPI

8.09%highest, JEPI

FundTrailing yieldYield$10k

JEPI8.09%$809

IVV1.14%$114

QQQ0.47%$47

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$774most kept, JEPI

JEPI$809 − $35 = $774

IVV$114 − $3 = $111

QQQ$47 − $18 = $29

KeptFee

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

Overlap: QQQ, IVV, JEPI

Today

52.1%most shared, QQQ and IVV

QQQIVVJEPI

QQQ—52.1%26.4%

IVV52.1%—39.1%

JEPI26.4%39.1%—

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

Return vs Bumpiness: 3 ETFs

+9.8%IVV, at 13.6% volatility

JEPIWorst drop−6.7%8.8% vol

IVVWorst drop−8.9%13.6% vol

QQQWorst drop−14.8%21.3% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

JEPIIVV

+5.3%Year to date+8.7%

8.1%Yield1.1%

+8.2%Past year+9.8%

0.35%Fee0.03%

3–1IVV wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

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

QQQM vs QQQ

YTD

InvescoQQQM

+7.2%

QQQInvesco

+7.2%

+7.2%Year to date+7.2%

0.15% · $15Fee · on $10k a year0.18% · $18

$103BAssets$446B

1–0QQQM wins

End-of-day Nov 6, 2026