IVV vs JEPI

AIVV

BJEPI

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$18,118IVV · JEPI $14,635

Lowest cost0.03%IVV · $3 on $10k

Most income7.83%JEPI · $783 on $10k

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

Held in common39.3%IVV and JEPI

IVV

JEPI

iShares Core S&P 500 ETF · $887BJPMorgan Equity Premium Income ETF · $46.1B

+24.2%3 years · per year$19,178 · $14,269+12.6%

+12.6%5 years · per year$18,118 · $14,635+7.9%

0.03%Expense ratio$3 · $35 on $10k · lower wins0.35%

1.09%12-mo yield$109 · $783 on $10k7.83%

−8.9%Worst dropSmaller wins−6.7%

12.9%VolatilityLower wins8.1%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsIVV · JEPI

5.9%MSFT1.9%

7.4%AAPL1.9%

3.8%AMZN1.8%

7.7%NVDA1.7%

Held in common39.3%

End-of-day Nov 4, 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	AIVV	iShares Core S&P 500 ETFRead Desk		0.03%	1.09%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$886.8B
2	BJEPI	JPMorgan Equity Premium Income ETFRead Desk		0.35%	7.83%	+1.7%	+8.8%	+11.9%	+12.6%	+7.9%	−6.7%	$46.1B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	AIVV	iShares Core S&P 500 ETFRead Desk		0.03%	1.09%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$886.8B
2	BJEPI	JPMorgan Equity Premium Income ETFRead Desk		0.35%	7.83%	+1.7%	+8.8%	+11.9%	+12.6%	+7.9%	−6.7%	$46.1B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

IVV vs JEPI

IVV

iShares Core S&P 500

$18,118

JEPI

JPMorgan Equity Premium Income

$14,635

MeasureIVVJEPI

Fee0.03%0.35%

Cost on $10k a year$3$35

Yield1.09%7.83%

5 years, per year+12.6%+7.9%

3 years, per year+24.2%+12.6%

Worst drop · 1Y−8.9%−6.7%

Volatility · 1Y12.9%8.1%

3–3measures won
level

39.3%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

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

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

VOO vs IVV

YTD

VanguardVOO

+13.4%

IVViShares

+13.4%

+13.4%Year to date+13.4%

1.1%Yield1.1%

$1.00TAssets$887B

0–0level

End-of-day Nov 4, 2026

Overlap: IVV, JEPI

Today

39.3%most shared, IVV and JEPI

IVVJEPI

IVV—39.3%

JEPI39.3%—

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

Income After Fees on $10,000

$748most kept, JEPI

JEPI$783 − $35 = $748

IVV$109 − $3 = $106

KeptFee

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