Compare · 3 funds side by side · dividends reinvested

SDVD, JEPI and VOO

SDVDFirst Trust×JEPIJ.P. Morgan×VOOVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,177VOO · best of the three

02 / 04

SDVD, JEPI and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

FT Vest SMID Rising Dividend Achievers Target Income ETFIncome · Premium income0.85%9.17%+11.6%+14.2%+17.6%[…]−8.9%14.4%$919M1.9

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.10%+8.7%+9.8%+21.8%+11.4%−8.9%13.5%$1.00T1.9

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%8.09%+5.3%+8.2%+10.7%+7.1%−6.7%8.8%$46.8B2.1

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: SDVD 2023 · JEPI 2020 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

FT Vest SMID Rising Dividend Achievers Target Income ETF · $919M[…]

SDVD

JEPI

JPMorgan Equity Premium Income ETF · $46.8B$14,118

$10,000 five years ago, dividends reinvested · they hold 0.8% in common

SDVDMeasureJEPI

+11.6%Year to dateJan 1 → Nov 6+5.3%

+14.2%1 yearTotal return+8.2%

+17.6%3 years · per year$10,000 became $16,273 · $13,562+10.7%

[…]5 years · per year$10,000 became […] · $14,118+7.1%

0.85%Expense ratio$85 · $35 a year on $10k · lower is better0.35%

9.17%Trailing 12-mo yield$917 · $809 a year on $10k8.09%

−8.9%Worst dropSmaller is better−6.7%

14.4%VolatilityLower is calmer8.8%

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

4–3SDVD wins

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

More Ways to See the Pairs

SDVD vs JEPI: Top 5 Holdings

Today

SDVD

5.5%in top 5

JEPI

in top 59.9%

SDVDStockJEPI

not top 5MA2.1%

not top 5MSFT2.0%

not top 5AAPL2.0%

not top 5MMM1.9%

not top 5NEE1.9%

1.2%IPARnot top 5

1.1%THGnot top 5

1.1%WSMnot top 5

1.1%YOUnot top 5

1.1%AIZnot top 5

Held in common0.8%

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

SDVD vs JEPI Returns, Every Period

First TrustSDVD

+14.2%

past year

JEPIJ.P. Morgan

+8.2%

past year

SDVDJEPIFaded: behind in that period

3–0SDVD wins

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

SDVD vs JEPI

YTD

First TrustSDVD

+11.6%

JEPIJ.P. Morgan

+5.3%

+11.6%Year to date+5.3%

−8.9%Worst drop · 1Y−6.7%

14.4%Volatility · 1Y8.8%

9.2%Yield8.1%

$919MAssets$46.8B

2–2level

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

Cost, Income and Risk

Fees: SDVD, JEPI, VOO

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

JEPI0.35%$35

SDVD0.85%$85

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

Yields: SDVD, JEPI, VOO

9.17%highest, SDVD

FundTrailing yieldYield$10k

SDVD9.17%$917

JEPI8.09%$809

VOO1.10%$110

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

Income After Fees on $10,000

$832most kept, SDVD

SDVD$917 − $85 = $832

JEPI$809 − $35 = $774

VOO$110 − $3 = $107

KeptFee

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

Overlap: SDVD, JEPI, VOO

Today

37.5%most shared, JEPI and VOO

SDVDJEPIVOO

SDVD—0.8%1.6%

JEPI0.8%—37.5%

VOO1.6%37.5%—

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

Return vs Bumpiness: 3 ETFs

+14.2%SDVD, at 14.4% volatility

JEPIWorst drop−6.7%8.8% vol

VOOWorst drop−8.9%13.5% vol

SDVDWorst drop−8.9%14.4% vol

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

Paid More vs Made More

YTD

SDVDVOO

+11.6%Year to date+8.7%

9.2%Yield1.1%

+14.2%Past year+9.8%

0.85%Fee0.03%

3–1SDVD 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%

$42.6BAssets$46.8B

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%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

End-of-day Nov 6, 2026