Compare · 2 funds side by side · dividends reinvested

XVV and JEPI

XVViShares×JEPIJ.P. Morgan×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,771XVV · best of the two

02 / 04

XVV and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares ESG Select Screened S&P 500 ETFLow-Cost Core · S&P 5000.08%0.93%+12.0%+12.0%+24.2%+12.2%−10.6%13.6%$899M1.4

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.83%+8.8%+11.9%+12.6%+7.9%−6.7%8.1%$46.1B1.6

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: XVV 2020 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

iShares ESG Select Screened S&P 500 ETF · $899M$17,771

XVV

JEPI

JPMorgan Equity Premium Income ETF · $46.1B$14,635

$10,000 five years ago, dividends reinvested · they hold 33.4% in common

XVVMeasureJEPI

+12.0%Year to dateJan 1 → Nov 4+8.8%

+12.0%1 yearTotal return+11.9%

+24.2%3 years · per year$10,000 became $19,147 · $14,269+12.6%

+12.2%5 years · per year$10,000 became $17,771 · $14,635+7.9%

0.08%Expense ratio$8 · $35 a year on $10k · lower is better0.35%

0.93%Trailing 12-mo yield$93 · $783 a year on $10k7.83%

−10.6%Worst dropSmaller is better−6.7%

13.6%VolatilityLower is calmer8.1%

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

5–3XVV wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

XVV vs JEPI: Top 5 Holdings

Today

XVV

31.2%in top 5

JEPI

in top 59.5%

XVVStockJEPI

9.2%NVDAnot top 5

8.9%AAPL1.9%

7.1%MSFT1.9%

3.0%GOOGLnot top 5

2.9%AVGOnot top 5

not top 5MA2.0%

not top 5V1.9%

not top 5NEE1.8%

Held in common33.4%

End-of-day Nov 4, 2026 · share of each fund

XVV vs JEPI Returns, Every Period

iSharesXVV

+12.2%

5 years, per year

JEPIJ.P. Morgan

+7.9%

5 years, per year

XVVJEPIFaded: behind in that period

4–0XVV wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Core vs Income: XVV vs JEPI

YTD

iSharesXVV

+12.0%

JEPIJ.P. Morgan

+8.8%

+12.0%Year to date+8.8%

−10.6%Worst drop · 1Y−6.7%

13.6%Volatility · 1Y8.1%

0.9%Yield7.8%

$899MAssets$46.1B

3–1JEPI wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: XVV, JEPI

Today

0.08%lowest, XVV

FundExpense ratioFee$10k

XVV0.08%$8

JEPI0.35%$35

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: XVV, JEPI

7.83%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.83%$783

XVV0.93%$93

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$748most kept, JEPI

JEPI$783 − $35 = $748

XVV$93 − $8 = $85

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: XVV, JEPI

Today

33.4%most shared, XVV and JEPI

XVVJEPI

XVV—33.4%

JEPI33.4%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+12.0%XVV, at 13.6% volatility

JEPIWorst drop−6.7%8.1% vol

XVVWorst drop−10.6%13.6% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

JEPIXVV

+8.8%Year to date+12.0%

7.8%Yield0.9%

+11.9%Past year+12.0%

0.35%Fee0.08%

3–1XVV wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026