Compare · 3 funds side by side · dividends reinvested

VYM, SPYM and JEPQ

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,277SPYM · best of the three

Story of the three · IncomeMost incomeJEPQ · 12.37% · $1,237 a year on $10k

Story of the three · RiskSmallest drop

VYM, SPYM and JEPQ, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard High Dividend Yield ETFIncome · Dividend stocks0.04%2.23%+17.0%+18.3%+20.4%+11.5%−6.7%10.8%$83.3B1.5

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.03%+11.5%+11.6%+21.5%+11.6%−8.9%13.7%$186B1.8

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.37%+6.7%+7.6%+17.4%[…]−11.5%17.0%$42.1B2.7

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

End-of-day Nov 13, 2026 · returns include dividends · since: VYM 2006 · SPYM 2005 · JEPQ 2022

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Vanguard High Dividend Yield ETF · $83.3B$17,262

VYM

SPYM

State Street SPDR Portfolio S&P 500 ETF · $186B$17,277

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

VYM

More Ways to See the Pairs

VYM vs SPYM: Top 5 Holdings

Today

VYM

18.2%in top 5

SPYM

in top 526.8%

VYMStockSPYM

not top 5AAPL7.9%

6.9%AVGOnot top 5

not top 5NVDA6.4%

not top 5MSFT5.9%

not top 5AMZN4.0%

Cost, Income and Risk

Fees: VYM, SPYM, JEPQ

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

VYM0.04%$4

JEPQ0.35%$35

End-of-day Nov 13, 2026 · fee on $10,000 a year

Yields: VYM, SPYM, JEPQ

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$116B

2–0SCHD wins

End-of-day Nov 13, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.7%

JEPIJ.P. Morgan

+8.2%

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

Measure

SPYM

+17.0%Year to dateJan 1 → Nov 13+11.5%

+18.3%1 yearTotal return+11.6%

+20.4%3 years · per year$10,000 became $17,463 · $17,930+21.5%

+11.5%5 years · per year$10,000 became $17,262 · $17,277+11.6%

0.04%Expense ratio$4 · $2 a year on $10k · lower is better0.02%

2.23%Trailing 12-mo yield$223 · $103 a year on $10k1.03%

−6.7%Worst dropSmaller is better−8.9%

10.8%VolatilityLower is calmer13.7%

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

5–3VYM wins

End-of-day Nov 13, 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 13, 2026 · share of each fund

VYM vs SPYM Returns, Every Period

5Y

VanguardVYM

+11.5%

5 years, per year

SPYMSPDR

+11.6%

5 years, per year

VYMSPYMFaded: behind in that period

2–2Level

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

VYM vs JEPQ

YTD

VanguardVYM

+17.0%

JEPQJ.P. Morgan

+6.7%

+17.0%Year to date+6.7%

−6.7%Worst drop · 1Y−11.5%

10.8%Volatility · 1Y17.0%

2.2%Yield12.4%

$83.3BAssets$42.1B

3–1VYM wins

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

1Y

12.37%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.37%$1,237

VYM2.23%$223

SPYM1.03%$103

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$1,202most kept, JEPQ

JEPQ$1,237 − $35 = $1,202

VYM$223 − $4 = $219

SPYM$103 − $2 = $101

KeptFee

End-of-day Nov 13, 2026 · yield in dollars minus the fee

Overlap: VYM, SPYM, JEPQ

Today

49.2%most shared, SPYM and JEPQ

VYMSPYMJEPQ

VYM—35.5%12.2%

SPYM35.5%—49.2%

JEPQ12.2%49.2%—

End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+18.3%VYM, at 10.8% volatility

VYMWorst drop−6.7%10.8% vol

SPYMWorst drop−8.9%13.7% vol

JEPQWorst drop−11.5%17.0% vol

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQVYM

+6.7%Year to date+17.0%

12.4%Yield2.2%

+7.6%Past year+18.3%

0.35%Fee0.04%

3–1VYM wins

End-of-day Nov 13, 2026

+6.7%Year to date+8.2%

12.4%Yield7.9%

$42.1BAssets$47.0B

1–1level

End-of-day Nov 13, 2026

Year to date

+11.5%

1.0%Yield1.0%

$186BAssets$807B

0–0level

End-of-day Nov 13, 2026

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VYM, SPYM and JEPQ

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three