Compare · 3 funds side by side · dividends reinvested

XVV, JEPQ and JEPI

XVViShares×JEPQJ.P. Morgan×JEPIJ.P. Morgan×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,364XVV · best of the three

02 / 04

XVV, JEPQ 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%0.94%+10.0%+10.2%+24.0%+11.7%−10.6%13.5%$884M1.6

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.96%+7.0%+9.8%+12.4%+7.4%−6.7%7.9%$46.0B2.0

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.28%+7.5%+8.6%+20.4%[…]−8.8%15.5%$41.8B2.1

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

End-of-day Nov 3, 2026 · returns include dividends · since: XVV 2020 · JEPQ 2022 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

iShares ESG Select Screened S&P 500 ETF · $884M$17,364

XVV

JEPQ

JPMorgan Nasdaq Equity Premium Income ETF · $41.8B[…]

$10,000 five years ago, dividends reinvested · they hold 44.1% in common

XVVMeasureJEPQ

+10.0%Year to dateJan 1 → Nov 3+7.5%

+10.2%1 yearTotal return+8.6%

+24.0%3 years · per year$10,000 became $19,066 · $17,450+20.4%

+11.7%5 years · per year$10,000 became $17,364 · […][…]

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

0.94%Trailing 12-mo yield$94 · $1,228 a year on $10k12.28%

−10.6%Worst dropSmaller is better−8.8%

13.5%VolatilityLower is calmer15.5%

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

5–2XVV wins

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

More Ways to See the Pairs

XVV vs JEPQ: Top 5 Holdings

Today

XVV

31.3%in top 5

JEPQ

in top 527.5%

XVVStockJEPQ

9.2%AAPL6.9%

9.1%NVDA6.9%

7.1%MSFT5.5%

not top 5GOOG4.1%

not top 5MU4.1%

3.0%GOOGLnot top 5

2.9%AVGOnot top 5

Held in common44.1%

End-of-day Nov 3, 2026 · share of each fund

XVV vs JEPQ Returns, Every Period

iSharesXVV

+10.2%

past year

JEPQJ.P. Morgan

+8.6%

past year

XVVJEPQFaded: behind in that period

3–0XVV wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

Core vs Income: XVV vs JEPQ

YTD

iSharesXVV

+10.0%

JEPQJ.P. Morgan

+7.5%

+10.0%Year to date+7.5%

−10.6%Worst drop · 1Y−8.8%

13.5%Volatility · 1Y15.5%

0.9%Yield12.3%

$884MAssets$41.8B

2–2level

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: XVV, JEPQ, JEPI

Today

0.08%lowest, XVV

FundExpense ratioFee$10k

XVV0.08%$8

JEPQ0.35%$35

JEPI0.35%$35

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: XVV, JEPQ, JEPI

12.28%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.28%$1,228

JEPI7.96%$796

XVV0.94%$94

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$1,193most kept, JEPQ

JEPQ$1,228 − $35 = $1,193

JEPI$796 − $35 = $761

XVV$94 − $8 = $86

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: XVV, JEPQ, JEPI

Today

44.1%most shared, XVV and JEPQ

XVVJEPQJEPI

XVV—44.1%32.7%

JEPQ44.1%—26.6%

JEPI32.7%26.6%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+10.2%XVV, at 13.5% volatility

JEPIWorst drop−6.7%7.9% vol

XVVWorst drop−10.6%13.5% vol

JEPQWorst drop−8.8%15.5% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQXVV

+7.5%Year to date+10.0%

12.3%Yield0.9%

+8.6%Past year+10.2%

0.35%Fee0.08%

3–1XVV wins

End-of-day Nov 3, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026