IVV vs JEPI5YIVVIVVAvsBJEPIJEPIiShares Core S&P 500 ETF · $879BJPMorgan Equity Premium Income ETF · $47.3BReturns · dividends in+21.7%3 years · per year$18,019 · $13,724+11.1%+11.7%5 years · per year$17,398 · $14,510+7.7%Cost and income0.03%Expense ratio$3 · $35 on $10k · lower wins0.35%1.10%12-mo yield$110 · $786 on $10k
Overlap: IVV, JEPI, SCHDToday39.5%most shared, IVV and JEPIIVVJEPISCHDIVV—39.5%8.5%JEPI39.5%—8.5%SCHD8.5%8.5%—End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus
IVV vs JEPI5YAIVViShares Core S&P 500$17,398vsJEPIBJPMorgan Equity Premium Income$14,510$10k$15kNov 2021Nov 2026
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1AIVViShares Core S&P 500 ETFReadDesk0.03%1.10%−0.3%+12.0%+12.2%+21.7%+11.7%−8.9%$879.1B2SCHDSchwab U.S. Dividend Equity ETFReadDesk0.06%2.93%−0.2%+34.2%+36.8%+19.9%+10.4%−6.9%$123.6B3BJEPIJPMorgan Equity Premium Income ETFReadDesk0.35%7.86%−0.3%+8.3%+10.1%+11.1%+7.7%−6.7%$47.3BEnd-of-day Nov 12, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1AIVViShares Core S&P 500 ETFReadDesk0.03%1.10%−0.3%+12.0%+12.2%+21.7%+11.7%−8.9%$879.1B2SCHDSchwab U.S. Dividend Equity ETFReadDesk0.06%2.93%−0.2%+34.2%+36.8%+19.9%+10.4%−6.9%$123.6B3BJEPIJPMorgan Equity Premium Income ETFReadDesk0.35%7.86%−0.3%+8.3%+10.1%+11.1%+7.7%−6.7%$47.3BEnd-of-day Nov 12, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
SCHD vs VIGYTDSchwabSCHDSA+34.2%vsBVVIGVanguard+16.0%Jan 1Nov 12+34.2%+16.0%+34.2%Year to date+16.0%2.9%Yield1.4%$124BAssets$109B2–0SCHD winsEnd-of-day Nov 12, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+7.8%vsBJMJEPIJ.P. Morgan+8.3%Jan 1Nov 12+7.8%+8.3%+7.8%Year to date+8.3%12.2%Yield7.9%$42.6BAssets$47.3B1–1levelEnd-of-day Nov 12, 2026
SPYM vs SPYYTDSPDRSPYMSA+12.0%vsBSSPYSPDR+11.9%Jan 1Nov 12+12.0%+11.9%+12.0%Year to date+11.9%1.0%Yield1.0%$186BAssets$806B1–0SPYM winsEnd-of-day Nov 12, 2026
Overlap: IVV, JEPI, SCHDToday39.5%most shared, IVV and JEPIIVVJEPISCHDIVV—39.5%8.5%JEPI39.5%—8.5%SCHD8.5%8.5%—End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$751most kept, JEPIJEPI$786 − $35 = $751SCHD$293 − $6 = $287IVV$110 − $3 = $107KeptFeeEnd-of-day Nov 12, 2026 · yield in dollars minus the fee