Compare · 3 funds side by side · dividends reinvested

VOO, JEPQ and IVV

VOOVanguard×JEPQJ.P. Morgan×IVViShares×

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

02 / 04

VOO, 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%$850B1.5

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%$1.00T1.6

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.79%+3.2%+4.5%+17.4%[…]−11.5%16.7%$42.6B2.7

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: VOO 2010 · JEPQ 2022 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard S&P 500 ETF · $1.00T$17,177

VOO

JEPQ

JPMorgan Nasdaq Equity Premium Income ETF · $42.6B[…]

$10,000 five years ago, dividends reinvested · they hold 51.3% in common

VOOMeasureJEPQ

+8.7%Year to dateJan 1 → Nov 6+3.2%

+9.8%1 yearTotal return+4.5%

+21.8%3 years · per year$10,000 became $18,079 · $16,202+17.4%

+11.4%5 years · per year$10,000 became $17,177 · […][…]

0.03%Expense ratio$3 · $35 a year on $10k · lower is better0.35%

1.10%Trailing 12-mo yield$110 · $1,279 a year on $10k12.79%

−8.9%Worst dropSmaller is better−11.5%

13.5%VolatilityLower is calmer16.7%

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

6–1VOO wins

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

More Ways to See the Pairs

VOO vs JEPQ: Top 5 Holdings

Today

VOO

28.3%in top 5

JEPQ

in top 528.9%

VOOStockJEPQ

8.4%NVDA6.6%

7.4%AAPL7.4%

5.8%MSFT6.1%

not top 5GOOG4.4%

3.7%AMZN4.4%

3.1%GOOGLnot top 5

Held in common51.3%

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

VOO vs JEPQ Returns, Every Period

VanguardVOO

+9.8%

past year

JEPQJ.P. Morgan

+4.5%

past year

VOOJEPQFaded: behind in that period

3–0VOO wins

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

Core vs Income: VOO vs JEPQ

YTD

VanguardVOO

+8.7%

JEPQJ.P. Morgan

+3.2%

+8.7%Year to date+3.2%

−8.9%Worst drop · 1Y−11.5%

13.5%Volatility · 1Y16.7%

1.1%Yield12.8%

$1.00TAssets$42.6B

3–1VOO wins

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

Cost, Income and Risk

Fees: VOO, JEPQ, IVV

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

IVV0.03%$3

JEPQ0.35%$35

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

Yields: VOO, JEPQ, IVV

12.79%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.79%$1,279

IVV1.14%$114

VOO1.10%$110

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

VOO$110 − $3 = $107

KeptFee

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

Overlap: VOO, JEPQ, IVV

Today

92.2%most shared, VOO and IVV

VOOJEPQIVV

VOO—51.3%92.2%

JEPQ51.3%—49.5%

IVV92.2%49.5%—

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

Return vs Bumpiness: 3 ETFs

+9.8%VOO, at 13.5% volatility

VOOWorst drop−8.9%13.5% vol

IVVWorst drop−8.9%13.6% vol

JEPQWorst drop−11.5%16.7% 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%

$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

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026