Compare · 3 funds side by side · dividends reinvested

VTI, JEPI and IVV

VTIVanguard×JEPIJ.P. Morgan×IVViShares×

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

02 / 04

VTI, JEPI and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.11%+11.3%+13.6%+22.0%+11.9%−8.9%13.8%$875B1.6

Vanguard Morningstar Total Stock Market ETFLow-Cost Core · Total US market0.03%1.06%+11.6%+13.9%+21.8%+10.8%−8.9%13.9%$689B2.0

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: VTI 2001 · JEPI 2020 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Morningstar Total Stock Market ETF · $689B$16,697

VTI

JEPI

JPMorgan Equity Premium Income ETF · $45.2B$14,448

$10,000 five years ago, dividends reinvested · they hold 36.1% in common

VTIMeasureJEPI

+11.6%Year to dateJan 1 → Nov 9+7.5%

+13.9%1 yearTotal return+10.9%

+21.8%3 years · per year$10,000 became $18,090 · $13,679+11.0%

+10.8%5 years · per year$10,000 became $16,697 · $14,448+7.6%

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

1.06%Trailing 12-mo yield$106 · $793 a year on $10k7.93%

−8.9%Worst dropSmaller is better−6.7%

13.9%VolatilityLower is calmer9.0%

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

5–3VTI wins

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

More Ways to See the Pairs

VTI vs JEPI: Top 5 Holdings

Today

VTI

25.0%in top 5

JEPI

in top 59.9%

VTIStockJEPI

7.1%NVDAnot top 5

6.6%AAPL2.0%

5.2%MSFT2.0%

3.3%AMZNnot top 5

2.8%GOOGLnot top 5

not top 5MA2.0%

not top 5V1.9%

not top 5MMM1.9%

Held in common36.1%

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

VTI vs JEPI Returns, Every Period

VanguardVTI

+10.8%

5 years, per year

JEPIJ.P. Morgan

+7.6%

5 years, per year

VTIJEPIFaded: behind in that period

4–0VTI wins

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

Core vs Income: VTI vs JEPI

YTD

VanguardVTI

+11.6%

JEPIJ.P. Morgan

+7.5%

+11.6%Year to date+7.5%

−8.9%Worst drop · 1Y−6.7%

13.9%Volatility · 1Y9.0%

1.1%Yield7.9%

$689BAssets$45.2B

3–1JEPI wins

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

Cost, Income and Risk

Fees: VTI, JEPI, IVV

Today

0.03%lowest, VTI

FundExpense ratioFee$10k

VTI0.03%$3

IVV0.03%$3

JEPI0.35%$35

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

Yields: VTI, JEPI, IVV

7.93%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.93%$793

IVV1.11%$111

VTI1.06%$106

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

VTI$106 − $3 = $103

KeptFee

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

Overlap: VTI, JEPI, IVV

Today

86.0%most shared, VTI and IVV

VTIJEPIIVV

VTI—36.1%86.0%

JEPI36.1%—39.7%

IVV86.0%39.7%—

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

Return vs Bumpiness: 3 ETFs

+13.9%VTI, at 13.9% volatility

JEPIWorst drop−6.7%9.0% vol

IVVWorst drop−8.9%13.8% vol

VTIWorst drop−8.9%13.9% vol

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

Paid More vs Made More

YTD

JEPIVTI

+7.5%Year to date+11.6%

7.9%Yield1.1%

+10.9%Past year+13.9%

0.35%Fee0.03%

3–1VTI 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

VTI vs ITOT

YTD

VanguardVTI

+11.6%

ITOTiShares

+11.5%

+11.6%Year to date+11.5%

1.1%Yield1.0%

$689BAssets$95.6B

2–0VTI wins

End-of-day Nov 9, 2026