Compare · 3 funds side by side · dividends reinvested

SPY, IVV and JEPI

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,545IVV · best of the three

02 / 04

SPY, 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%1.11%+11.3%+13.6%+22.0%+11.9%−8.9%13.8%$853B1.6

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.01%+11.2%+13.5%+21.9%+11.8%−8.9%13.7%$778B2.1

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.93%+7.5%+10.9%+11.0%+7.6%−6.7%9.0%$45.2B2.3

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 9, 2026 · returns include dividends · since: SPY 1993 · IVV 2000 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

State Street SPDR S&P 500 ETF · $778B$17,493

SPY

IVV

iShares Core S&P 500 ETF · $853B$17,545

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

SPYMeasureIVV

+11.2%Year to dateJan 1 → Nov 9+11.3%

+13.5%1 yearTotal return+13.6%

+21.9%3 years · per year$10,000 became $18,118 · $18,159+22.0%

+11.8%5 years · per year$10,000 became $17,493 · $17,545+11.9%

0.09%Expense ratio$9 · $3 a year on $10k · lower is better0.03%

1.01%Trailing 12-mo yield$101 · $111 a year on $10k1.11%

−8.9%Worst dropSmaller is better−8.9%

13.7%VolatilityLower is calmer13.8%

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

1–6IVV wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SPY vs IVV: Top 5 Holdings

Today

SPY

27.8%in top 5

IVV

in top 527.8%

SPYStockIVV

7.9%AAPL7.9%

7.1%NVDA7.1%

6.2%MSFT6.2%

4.0%AMZN4.0%

2.6%GOOGL2.6%

Held in common99.9%

End-of-day Nov 9, 2026 · share of each fund

SPY vs IVV Returns, Every Period

SPDRSPY

+11.8%

5 years, per year

IVViShares

+11.9%

5 years, per year

SPYIVVFaded: behind in that period

0–4IVV wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Core vs Income: SPY vs JEPI

YTD

SPDRSPY

+11.2%

JEPIJ.P. Morgan

+7.5%

+11.2%Year to date+7.5%

−8.9%Worst drop · 1Y−6.7%

13.7%Volatility · 1Y9.0%

1.0%Yield7.9%

$778BAssets$45.2B

3–1JEPI wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SPY, IVV, JEPI

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

SPY0.09%$9

JEPI0.35%$35

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: SPY, IVV, JEPI

7.93%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.93%$793

IVV1.11%$111

SPY1.01%$101

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$758most kept, JEPI

JEPI$793 − $35 = $758

IVV$111 − $3 = $108

SPY$101 − $9 = $92

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: SPY, IVV, JEPI

Today

99.9%most shared, SPY and IVV

SPYIVVJEPI

SPY—99.9%39.7%

IVV99.9%—39.7%

JEPI39.7%39.7%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+13.6%IVV, at 13.8% volatility

JEPIWorst drop−6.7%9.0% vol

SPYWorst drop−8.9%13.7% vol

IVVWorst drop−8.9%13.8% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

JEPIIVV

+7.5%Year to date+11.3%

7.9%Yield1.1%

+10.9%Past year+13.6%

0.35%Fee0.03%

3–1IVV wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 9, 2026