Compare · 3 funds side by side · dividends reinvested

SPYV, JEPQ and JEPI

SPYVSPDR×JEPQJ.P. Morgan×JEPIJ.P. Morgan×

02 / 04

−0.1%

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,316SPYV · best of the three

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

Story of the three · RiskSmallest drop

SPYV, JEPQ and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Portfolio S&P 500 Value ETFLow-Cost Core · S&P 5000.04%1.63%+15.6%+16.1%+17.8%+11.6%−6.2%10.3%$38.9B1.4

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.87%+8.2%+9.6%+11.1%+7.7%−6.7%9.0%$47.1B2.0

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.37%+6.7%+7.6%+17.4%[…]−11.5%17.0%$42.5B2.4

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

End-of-day Nov 13, 2026 · returns include dividends · since: SPYV 2000 · JEPQ 2022 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

5Y

State Street SPDR Portfolio S&P 500 Value ETF · $38.9B$17,316

SPYV

JEPQ

JPMorgan Nasdaq Equity Premium Income ETF · $42.5B[…]

$10,000 five years ago, dividends reinvested · they hold 30.5% in common

SPYV

More Ways to See the Pairs

SPYV vs JEPQ: Top 5 Holdings

Today

SPYV

18.0%in top 5

JEPQ

in top 527.3%

SPYVStockJEPQ

8.4%AAPL7.2%

not top 5NVDA5.9%

not top 5MSFT5.6%

not top 5GOOG4.3%

4.0%AMZN

Cost, Income and Risk

Fees: SPYV, JEPQ, JEPI

Today

0.04%lowest, SPYV

FundExpense ratioFee$10k

SPYV0.04%$4

JEPQ0.35%$35

JEPI0.35%$35

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

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 13, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

Measure

JEPQ

+15.6%Year to dateJan 1 → Nov 13+6.7%

+16.1%1 yearTotal return+7.6%

+17.8%3 years · per year$10,000 became $16,331 · $16,188+17.4%

+11.6%5 years · per year$10,000 became $17,316 · […][…]

0.04%Expense ratio$4 · $35 a year on $10k · lower is better0.35%

1.63%Trailing 12-mo yield$163 · $1,237 a year on $10k12.37%

−6.2%Worst dropSmaller is better−11.5%

10.3%VolatilityLower is calmer17.0%

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

6–1SPYV wins

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

4.2%

2.2%XOMnot top 5

1.8%WMTnot top 5

1.6%COSTnot top 5

Held in common30.5%

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

SPYV vs JEPQ Returns, Every Period

1Y

SPDRSPYV

+16.1%

past year

JEPQJ.P. Morgan

+7.6%

past year

SPYVJEPQFaded: behind in that period

3–0SPYV wins

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

Core vs Income: SPYV vs JEPQ

YTD

SPDRSPYV

+15.6%

JEPQJ.P. Morgan

+6.7%

+15.6%Year to date+6.7%

−6.2%Worst drop · 1Y−11.5%

10.3%Volatility · 1Y17.0%

1.6%Yield12.4%

$38.9BAssets$42.5B

3–1SPYV wins

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

Yields: SPYV, JEPQ, JEPI

1Y

12.37%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.37%$1,237

JEPI7.87%$787

SPYV1.63%$163

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

JEPI$787 − $35 = $752

SPYV$163 − $4 = $159

KeptFee

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

Overlap: SPYV, JEPQ, JEPI

Today

32.1%most shared, SPYV and JEPI

SPYVJEPQJEPI

SPYV—30.5%32.1%

JEPQ30.5%—28.4%

JEPI32.1%28.4%—

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

Return vs Bumpiness: 3 ETFs

1Y

+16.1%SPYV, at 10.3% volatility

JEPIWorst drop−6.7%9.0% vol

SPYVWorst drop−6.2%10.3% 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

JEPQSPYV

+6.7%Year to date+15.6%

12.4%Yield1.6%

+7.6%Past year+16.1%

0.35%Fee0.04%

3–1SPYV 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

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SPYV, JEPQ and JEPI

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three

Yields: SPYV, JEPQ, JEPI