Compare · 3 funds side by side · dividends reinvested

QQQ, JEPQ and IVV

QQQInvesco×JEPQJ.P. Morgan×IVViShares×

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, JEPQ and IVV, 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%$853B1.4

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

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.79%+3.2%+4.5%+17.4%[…]−11.5%16.7%$40.7B2.4

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 · JEPQ 2022 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

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

QQQ

JEPQ

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

$10,000 five years ago, dividends reinvested · they hold 72.3% in common

QQQMeasureJEPQ

+7.2%Year to dateJan 1 → Nov 6+3.2%

+5.8%1 yearTotal return+4.5%

+23.2%3 years · per year$10,000 became $18,694 · $16,202+17.4%

+11.9%5 years · per year$10,000 became $17,509 · […][…]

0.18%Expense ratio$18 · $35 a year on $10k · lower is better0.35%

0.47%Trailing 12-mo yield$47 · $1,279 a year on $10k12.79%

−14.8%Worst dropSmaller is better−11.5%

21.3%VolatilityLower is calmer16.7%

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

4–3QQQ 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 JEPQ: Top 5 Holdings

Today

QQQ

31.6%in top 5

JEPQ

in top 528.9%

QQQStockJEPQ

8.7%AAPL7.4%

7.6%NVDA6.6%

6.9%MSFT6.1%

4.9%AMZN4.4%

not top 5GOOG4.4%

3.5%MUnot top 5

Held in common72.3%

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

QQQ vs JEPQ Returns, Every Period

InvescoQQQ

+5.8%

past year

JEPQJ.P. Morgan

+4.5%

past year

QQQJEPQFaded: behind in that period

3–0QQQ wins

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

Core vs Income: QQQ vs JEPQ

YTD

InvescoQQQ

+7.2%

JEPQJ.P. Morgan

+3.2%

+7.2%Year to date+3.2%

−14.8%Worst drop · 1Y−11.5%

21.3%Volatility · 1Y16.7%

0.5%Yield12.8%

$446BAssets$40.7B

3–1JEPQ wins

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

Cost, Income and Risk

Fees: QQQ, JEPQ, IVV

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

QQQ0.18%$18

JEPQ0.35%$35

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

Yields: QQQ, JEPQ, IVV

12.79%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.79%$1,279

IVV1.14%$114

QQQ0.47%$47

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

IVV$114 − $3 = $111

QQQ$47 − $18 = $29

KeptFee

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

Overlap: QQQ, JEPQ, IVV

Today

72.3%most shared, QQQ and JEPQ

QQQJEPQIVV

QQQ—72.3%52.1%

JEPQ72.3%—49.5%

IVV52.1%49.5%—

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

IVVWorst drop−8.9%13.6% vol

JEPQWorst drop−11.5%16.7% 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

JEPQIVV

+3.2%Year to date+8.7%

12.8%Yield1.1%

+4.5%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