Compare · 4 funds side by side · dividends reinvested

VTI, PAPI, JEPQ and IVV

VTIVanguard×PAPIEaton Vance×JEPQJ.P. Morgan×IVViShares×

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

02 / 04

VTI, PAPI, JEPQ and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Parametric Equity Premium Income ETFIncome · Premium income0.29%7.31%+17.3%+21.3%+13.3%[…]−6.9%10.4%$552M1.9

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%$853B2.0

Vanguard Morningstar Total Stock Market ETFLow-Cost Core · Total US market0.03%1.09%+8.9%+9.9%+21.7%+10.4%−8.9%13.7%$689B2.4

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.79%+3.2%+4.5%+17.4%[…]−11.5%16.7%$42.6B3.4

Rank among the four1st → 4thFee, 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: VTI 2001 · PAPI 2023 · JEPQ 2022 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core S&P 500 ETF · $853B$17,177

IVV

PAPI

Parametric Equity Premium Income ETF · $552M[…]

$10,000 five years ago, dividends reinvested · they hold 17.5% in common

IVVMeasurePAPI

+8.7%Year to dateJan 1 → Nov 6+17.3%

+9.8%1 yearTotal return+21.3%

+21.8%3 years · per year$10,000 became $18,084 · $14,556+13.3%

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

0.03%Expense ratio$3 · $29 a year on $10k · lower is better0.29%

1.14%Trailing 12-mo yield$114 · $731 a year on $10k7.31%

−8.9%Worst dropSmaller is better−6.9%

13.6%VolatilityLower is calmer10.4%

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

2–5PAPI wins

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

More Ways to See the Pairs

IVV vs PAPI: Top 5 Holdings

Today

IVV

27.8%in top 5

PAPI

in top 53.1%

IVVStockPAPI

7.9%AAPLnot top 5

6.9%NVDAnot top 5

6.3%MSFTnot top 5

4.0%AMZNnot top 5

2.6%GOOGLnot top 5

not top 5BMI0.6%

not top 5PII0.6%

not top 5APAM0.6%

not top 5HAS0.6%

not top 5THO0.6%

Held in common17.5%

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

IVV vs PAPI Returns, Every Period

iSharesIVV

+9.8%

past year

PAPIEaton Vance

+21.3%

past year

IVVPAPIFaded: behind in that period

1–2PAPI wins

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

Core vs Income: IVV vs JEPQ

YTD

iSharesIVV

+8.7%

JEPQJ.P. Morgan

+3.2%

+8.7%Year to date+3.2%

−8.9%Worst drop · 1Y−11.5%

13.6%Volatility · 1Y16.7%

1.1%Yield12.8%

$853BAssets$42.6B

3–1IVV wins

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

Cost, Income and Risk

Fees: VTI, PAPI, JEPQ, IVV

Today

0.03%lowest, VTI

FundExpense ratioFee$10k

VTI0.03%$3

IVV0.03%$3

PAPI0.29%$29

JEPQ0.35%$35

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

Yields: VTI, PAPI, JEPQ, IVV

12.79%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.79%$1,279

PAPI7.31%$731

IVV1.14%$114

VTI1.09%$109

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

PAPI$731 − $29 = $702

IVV$114 − $3 = $111

VTI$109 − $3 = $106

KeptFee

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

Overlap: VTI, PAPI, JEPQ, IVV

Today

85.5%most shared, VTI and IVV

VTIPAPIJEPQIVV

VTI—15.8%47.2%85.5%

PAPI15.8%—6.3%17.5%

JEPQ47.2%6.3%—49.5%

IVV85.5%17.5%49.5%—

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

Return vs Bumpiness: 4 ETFs

+21.3%PAPI, at 10.4% volatility

PAPIWorst drop−6.9%10.4% vol

IVVWorst drop−8.9%13.6% vol

VTIWorst drop−8.9%13.7% 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

JEPQPAPI

+3.2%Year to date+17.3%

12.8%Yield7.3%

+4.5%Past year+21.3%

0.35%Fee0.29%

3–1PAPI wins

End-of-day Nov 6, 2026

Popular Pairs Near These Four

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

VTI vs ITOT

YTD

VanguardVTI

+8.9%

ITOTiShares

+8.8%

+8.9%Year to date+8.8%

1.1%Yield1.0%

$689BAssets$93.2B

2–0VTI wins

End-of-day Nov 6, 2026