Compare · 3 funds side by side · dividends reinvested

VTI, JEPQ and IVV

VTIVanguard×JEPQJ.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, 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%1.11%+11.3%+13.6%+22.0%+11.9%−8.9%13.8%$853B1.4

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%$689B1.8

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.39%+6.6%+9.2%+18.2%[…]−11.5%16.9%$40.7B2.7

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

End-of-day Nov 9, 2026 · returns include dividends · since: VTI 2001 · JEPQ 2022 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

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

VTI

JEPQ

JPMorgan Nasdaq Equity Premium Income ETF · $40.7B[…]

$10,000 five years ago, dividends reinvested · they hold 47.4% in common

VTIMeasureJEPQ

+11.6%Year to dateJan 1 → Nov 9+6.6%

+13.9%1 yearTotal return+9.2%

+21.8%3 years · per year$10,000 became $18,090 · $16,495+18.2%

+10.8%5 years · per year$10,000 became $16,697 · […][…]

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

1.06%Trailing 12-mo yield$106 · $1,239 a year on $10k12.39%

−8.9%Worst dropSmaller is better−11.5%

13.9%VolatilityLower is calmer16.9%

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

6–1VTI 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 JEPQ: Top 5 Holdings

Today

VTI

25.0%in top 5

JEPQ

in top 528.6%

VTIStockJEPQ

6.6%AAPL7.3%

7.1%NVDA6.7%

5.2%MSFT6.0%

not top 5GOOG4.4%

3.3%AMZN4.3%

2.8%GOOGLnot top 5

Held in common47.4%

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

VTI vs JEPQ Returns, Every Period

VanguardVTI

+13.9%

past year

JEPQJ.P. Morgan

+9.2%

past year

VTIJEPQFaded: behind in that period

3–0VTI wins

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

Core vs Income: VTI vs JEPQ

YTD

VanguardVTI

+11.6%

JEPQJ.P. Morgan

+6.6%

+11.6%Year to date+6.6%

−8.9%Worst drop · 1Y−11.5%

13.9%Volatility · 1Y16.9%

1.1%Yield12.4%

$689BAssets$40.7B

3–1VTI wins

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

Cost, Income and Risk

Fees: VTI, JEPQ, IVV

Today

0.03%lowest, VTI

FundExpense ratioFee$10k

VTI0.03%$3

IVV0.03%$3

JEPQ0.35%$35

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

Yields: VTI, JEPQ, IVV

12.39%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.39%$1,239

IVV1.11%$111

VTI1.06%$106

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

Income After Fees on $10,000

$1,204most kept, JEPQ

JEPQ$1,239 − $35 = $1,204

IVV$111 − $3 = $108

VTI$106 − $3 = $103

KeptFee

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

Overlap: VTI, JEPQ, IVV

Today

86.0%most shared, VTI and IVV

VTIJEPQIVV

VTI—47.4%86.0%

JEPQ47.4%—49.5%

IVV86.0%49.5%—

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

IVVWorst drop−8.9%13.8% vol

VTIWorst drop−8.9%13.9% vol

JEPQWorst drop−11.5%16.9% vol

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

Paid More vs Made More

YTD

JEPQVTI

+6.6%Year to date+11.6%

12.4%Yield1.1%

+9.2%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$93.2B

2–0VTI wins

End-of-day Nov 9, 2026