IVOO vs JEPI

AIVOO

BJEPI

Measures won2–4JEPI wins · of 6 · 5Y

$10,000 · 5Y$14,118JEPI · IVOO $13,877

Lowest cost0.07%IVOO · $7 on $10k

Most income8.09%JEPI · $809 on $10k

Smallest drop−6.7%JEPI · worst fall in 1Y

Held in common0.5%IVOO and JEPI

IVOO

JEPI

Vanguard S&P Mid-Cap 400 ETF · $3.7BJPMorgan Equity Premium Income ETF · $45.2B

+16.5%3 years · per year$15,797 · $13,562+10.7%

+6.8%5 years · per year$13,877 · $14,118+7.1%

0.07%Expense ratio$7 · $35 on $10k · lower wins0.35%

1.23%12-mo yield$123 · $809 on $10k8.09%

−8.8%Worst dropSmaller wins−6.7%

15.5%VolatilityLower wins8.8%

2–4JEPI wins

$10,000 · 5 yearsOne scale

Shared top holdingsIVOO · JEPI

0.5%BURL0.4%

0.4%TOST0.1%

Held in common0.5%

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BJEPI	JPMorgan Equity Premium Income ETFRead Desk		0.35%	8.09%	+0.1%	+5.3%	+8.2%	+10.7%	+7.1%	−6.7%	$45.2B
2	AIVOO	Vanguard S&P Mid-Cap 400 ETFRead Desk		0.07%	1.23%	+0.6%	+10.2%	+12.8%	+16.5%	+6.8%	−8.8%	$3.7B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BJEPI	JPMorgan Equity Premium Income ETFRead Desk		0.35%	8.09%	+0.1%	+5.3%	+8.2%	+10.7%	+7.1%	−6.7%	$45.2B
2	AIVOO	Vanguard S&P Mid-Cap 400 ETFRead Desk		0.07%	1.23%	+0.6%	+10.2%	+12.8%	+16.5%	+6.8%	−8.8%	$3.7B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

IVOO vs JEPI

IVOO

Vanguard S&P Mid-Cap 400

$13,878

JEPI

JPMorgan Equity Premium Income

$14,118

MeasureIVOOJEPI

Fee0.07%0.35%

Cost on $10k a year$7$35

Yield1.23%8.09%

5 years, per year+6.8%+7.1%

3 years, per year+16.5%+10.7%

Worst drop · 1Y−8.8%−6.7%

Volatility · 1Y15.5%8.8%

4–2measures won
JEPI first

0.5%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

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%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: IVOO, JEPI

Today

0.5%most shared, IVOO and JEPI

IVOOJEPI

IVOO—0.5%

JEPI0.5%—

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

Income After Fees on $10,000

$774most kept, JEPI

JEPI$809 − $35 = $774

IVOO$123 − $7 = $116

KeptFee

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