IVOO vs JEPQ

AIVOO

BJEPQ

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$16,902VUG · IVOO $14,263

Lowest cost0.03%VUG · $3 on $10k

Most income12.28%JEPQ · $1,228 on $10k

Smallest drop−8.8%IVOO · worst fall in 1Y

Held in common0.1%IVOO and JEPQ

IVOO

JEPQ

Vanguard S&P Mid-Cap 400 ETF · $3.7BJPMorgan Nasdaq Equity Premium Income ETF · $41.8B

+18.4%3 years · per year$16,608 · $17,450+20.4%

+7.4%5 years · per year$14,263 · […][…]

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

1.19%12-mo yield$119 · $1,228 on $10k12.28%

−8.8%Worst dropSmaller wins−8.8%

14.9%VolatilityLower wins15.5%

2–2Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIVOO · JEPQ

0.3%HUBS0.1%

Held in common0.1%

End-of-day Nov 3, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+1.0%	+4.7%	+2.5%	+25.3%	+11.1%	−16.1%	$232.9B
2	AIVOO	Vanguard S&P Mid-Cap 400 ETFRead Desk	0.07%	1.19%	+0.3%	+13.1%	+15.5%	+18.4%	+7.4%	−8.8%	$3.7B
3	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.28%	+0.6%	+7.5%	+8.6%	+20.4%	new	−8.8%	$41.8B

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

All Three

5Y3 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+1.0%	+4.7%	+2.5%	+25.3%	+11.1%	−16.1%	$232.9B
2	AIVOO	Vanguard S&P Mid-Cap 400 ETFRead Desk	0.07%	1.19%	+0.3%	+13.1%	+15.5%	+18.4%	+7.4%	−8.8%	$3.7B
3	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.28%	+0.6%	+7.5%	+8.6%	+20.4%	new	−8.8%	$41.8B

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

Cards for this view

IVOO vs JEPQ

IVOO

Vanguard S&P Mid-Cap 400

$14,263

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureIVOOJEPQ

Fee0.07%0.35%

Cost on $10k a year$7$35

Yield1.19%12.28%

5 years, per year+7.4%[…]

3 years, per year+18.4%+20.4%

Worst drop · 1Y−8.8%−8.8%

Volatility · 1Y14.9%15.5%

2–2measures won
level

0.1%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

VUG vs SCHG

YTD

VanguardVUG

+4.7%

SCHGSchwab

+5.5%

+4.7%Year to date+5.5%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$61.1B

1–1level

End-of-day Nov 3, 2026

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

Overlap: IVOO, JEPQ, VUG

Today

51.1%most shared, JEPQ and VUG

IVOOJEPQVUG

IVOO—0.1%0.0%

JEPQ0.1%—51.1%

VUG0.0%51.1%—

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

Income After Fees on $10,000

$1,193most kept, JEPQ

JEPQ$1,228 − $35 = $1,193

IVOO$119 − $7 = $112

VUG$41 − $3 = $38

KeptFee

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