IVV vs JEPQ5YIVVIVVAvsBJEPQJEPQiShares Core S&P 500 ETF · $875BJPMorgan Nasdaq Equity Premium Income ETF · $42.1BReturns · dividends in+21.5%3 years · per year$17,931 · $16,188+17.4%+11.5%5 years · per year$17,265 · […][…]Cost and income0.03%Expense ratio$3 · $35 on $10k · lower wins0.35%1.11%12-mo yield$111 · $1,237 on $10k12.37%
Overlap: IVV, JEPQ, SPYToday99.9%most shared, IVV and SPYIVVJEPQSPYIVV—49.2%99.9%JEPQ49.2%—49.2%SPY99.9%49.2%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
IVV vs JEPQ5YAIVViShares Core S&P 500$17,265vsJEPQBJPMorgan Nasdaq Equity Premium Income[…]MeasureIVVJEPQFee0.03%0.35%Cost on $10k a year$3$35Yield1.11%12.37%5 years, per year+11.5%[…]3 years, per year+21.5%+17.4%Worst drop · 1Y−8.9%−11.5%Volatility · 1Y13.8%
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%1.11%−0.4%+11.5%+11.6%+21.5%+11.5%−8.9%$875.2B2SPYState Street SPDR S&P 500 ETFReadDesk0.09%1.01%−0.4%+11.5%+11.6%+21.4%+11.5%−8.9%$807.1B3BJEPQJPMorgan Nasdaq Equity Premium Income ETFReadDesk0.35%12.37%−1.0%+6.7%+7.6%+17.4%new−11.5%$42.1BEnd-of-day Nov 13, 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%1.11%−0.4%+11.5%+11.6%+21.5%+11.5%−8.9%$875.2B2SPYState Street SPDR S&P 500 ETFReadDesk0.09%1.01%−0.4%+11.5%+11.6%+21.4%+11.5%−8.9%$807.1B3BJEPQJPMorgan Nasdaq Equity Premium Income ETFReadDesk0.35%12.37%−1.0%+6.7%+7.6%+17.4%new−11.5%$42.1BEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+6.7%vsBJMJEPIJ.P. Morgan+8.2%Jan 1Nov 13+6.7%+8.2%+6.7%Year to date+8.2%12.4%Yield7.9%$42.1BAssets$47.0B1–1levelEnd-of-day Nov 13, 2026
SPYM vs SPYYTDSPDRSPYMSA+11.5%vsBSSPYSPDR+11.5%Jan 1Nov 13+11.5%+11.5%+11.5%Year to date+11.5%1.0%Yield1.0%$186BAssets$807B0–0levelEnd-of-day Nov 13, 2026
VOO vs IVVYTDVanguardVOOVA+11.5%vsBiSIVViShares+11.5%Jan 1Nov 13+11.5%+11.5%+11.5%Year to date+11.5%1.1%Yield1.1%$1.00TAssets$875B0–0levelEnd-of-day Nov 13, 2026
Overlap: IVV, JEPQ, SPYToday99.9%most shared, IVV and SPYIVVJEPQSPYIVV—49.2%99.9%JEPQ49.2%—49.2%SPY99.9%49.2%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$1,202most kept, JEPQJEPQ$1,237 − $35 = $1,202IVV$111 − $3 = $108SPY$101 − $9 = $92KeptFeeEnd-of-day Nov 13, 2026 · yield in dollars minus the fee