Compare · 3 funds side by side · dividends reinvested

VYM, IVV and JEPQ

VYMVanguard×IVViShares×JEPQJ.P. Morgan×

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,530IVV · best of the three

Story of the three · IncomeMost incomeJEPQ · 12.20% · $1,220 a year on $10k

Story of the three · RiskSmallest drop

VYM, IVV and JEPQ, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard High Dividend Yield ETFIncome · Dividend stocks0.04%2.23%+17.0%+19.9%+20.1%+11.6%−6.7%10.9%$78.9B1.5

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.10%+12.3%+12.7%+21.9%+11.9%−8.9%13.7%$883B1.8

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.20%+8.1%+9.0%+18.2%[…]−11.5%16.9%$41.8B2.7

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

End-of-day Nov 11, 2026 · returns include dividends · since: VYM 2006 · IVV 2000 · JEPQ 2022

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Vanguard High Dividend Yield ETF · $78.9B$17,324

VYM

IVV

iShares Core S&P 500 ETF · $883B$17,530

$10,000 five years ago, dividends reinvested · they hold 35.5% in common

VYMMeasure

More Ways to See the Pairs

VYM vs IVV: Top 5 Holdings

Today

VYM

18.2%in top 5

IVV

in top 526.9%

VYMStockIVV

not top 5AAPL7.8%

6.9%AVGOnot top 5

not top 5NVDA6.3%

not top 5MSFT6.1%

not top 5AMZN4.1%

Cost, Income and Risk

Fees: VYM, IVV, JEPQ

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

VYM0.04%$4

JEPQ0.35%$35

End-of-day Nov 11, 2026 · fee on $10,000 a year

Yields: VYM, IVV, JEPQ

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

SPYM vs SPY

YTD

SPDRSPYM

+12.4%

SPYSPDR

+12.3%

IVV

+17.0%Year to dateJan 1 → Nov 11+12.3%

+19.9%1 yearTotal return+12.7%

+20.1%3 years · per year$10,000 became $17,307 · $18,122+21.9%

+11.6%5 years · per year$10,000 became $17,324 · $17,530+11.9%

0.04%Expense ratio$4 · $3 a year on $10k · lower is better0.03%

2.23%Trailing 12-mo yield$223 · $110 a year on $10k1.10%

−6.7%Worst dropSmaller is better−8.9%

10.9%VolatilityLower is calmer13.7%

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

5–3VYM wins

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

3.8%JPMnot top 5

2.8%XOMnot top 5

2.7%JNJnot top 5

not top 5GOOGL2.6%

2.0%ABBVnot top 5

Held in common35.5%

End-of-day Nov 11, 2026 · share of each fund

VYM vs IVV Returns, Every Period

5Y

VanguardVYM

+11.6%

5 years, per year

IVViShares

+11.9%

5 years, per year

VYMIVVFaded: behind in that period

2–2Level

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

VYM vs JEPQ

YTD

VanguardVYM

+17.0%

JEPQJ.P. Morgan

+8.1%

+17.0%Year to date+8.1%

−6.7%Worst drop · 1Y−11.5%

10.9%Volatility · 1Y16.9%

2.2%Yield12.2%

$78.9BAssets$41.8B

3–1VYM wins

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

1Y

12.20%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.20%$1,220

VYM2.23%$223

IVV1.10%$110

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$1,185most kept, JEPQ

JEPQ$1,220 − $35 = $1,185

VYM$223 − $4 = $219

IVV$110 − $3 = $107

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: VYM, IVV, JEPQ

Today

49.2%most shared, IVV and JEPQ

VYMIVVJEPQ

VYM—35.5%12.2%

IVV35.5%—49.2%

JEPQ12.2%49.2%—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+19.9%VYM, at 10.9% volatility

VYMWorst drop−6.7%10.9% vol

IVVWorst drop−8.9%13.7% vol

JEPQWorst drop−11.5%16.9% vol

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQVYM

+8.1%Year to date+17.0%

12.2%Yield2.2%

+9.0%Past year+19.9%

0.35%Fee0.04%

3–1VYM wins

End-of-day Nov 11, 2026

+8.1%Year to date+8.6%

12.2%Yield7.8%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 11, 2026

+12.4%Year to date+12.3%

1.0%Yield1.0%

$183BAssets$793B

1–0SPYM wins

End-of-day Nov 11, 2026

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VYM, IVV and JEPQ

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three