IVV vs JEPQ

AIVV

BJEPQ

Measures won3–2IVV wins · of 6 · 5Y

$10,000 · 5Y$18,118IVV

Lowest cost0.03%IVV · $3 on $10k

Most income12.17%JEPQ · $1,217 on $10k

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

Held in common49.5%IVV and JEPQ

IVV

JEPQ

iShares Core S&P 500 ETF · $887BJPMorgan Nasdaq Equity Premium Income ETF · $42.1B

+24.2%3 years · per year$19,178 · $17,406+20.3%

+12.6%5 years · per year$18,118 · […][…]

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

1.09%12-mo yield$109 · $1,217 on $10k12.17%

−8.9%Worst dropSmaller wins−8.8%

12.9%VolatilityLower wins15.5%

3–2IVV wins

$10,000 · 5 yearsOne scale

Shared top holdingsIVV · JEPQ

7.7%NVDA7.1%

7.4%AAPL6.8%

5.9%MSFT5.6%

3.8%AMZN4.0%

Held in common49.5%

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	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk		0.35%	12.17%	+0.9%	+8.5%	+9.3%	+20.3%	new	−8.8%	$42.1B

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	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk		0.35%	12.17%	+0.9%	+8.5%	+9.3%	+20.3%	new	−8.8%	$42.1B

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 JEPQ

IVV

iShares Core S&P 500

$18,118

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureIVVJEPQ

Fee0.03%0.35%

Cost on $10k a year$3$35

Yield1.09%12.17%

5 years, per year+12.6%[…]

3 years, per year+24.2%+20.3%

Worst drop · 1Y−8.9%−8.8%

Volatility · 1Y12.9%15.5%

3–2measures won
IVV first

49.5%

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, JEPQ

Today

49.5%most shared, IVV and JEPQ

IVVJEPQ

IVV—49.5%

JEPQ49.5%—

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

Income After Fees on $10,000

$1,182most kept, JEPQ

JEPQ$1,217 − $35 = $1,182

IVV$109 − $3 = $106

KeptFee

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