JEPI vs IVV

AJEPI

BIVV

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,151IVV · JEPI $14,108

Lowest cost0.03%IVV · $3 on $10k

Most income8.09%JEPI · $809 on $10k

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

Held in common39.3%JEPI and IVV

JEPI

IVV

JPMorgan Equity Premium Income ETF · $46.8BiShares Core S&P 500 ETF · $850B

+11.0%3 years · per year$13,674 · $18,221+22.1%

+7.1%5 years · per year$14,108 · $17,151+11.4%

0.35%Expense ratio$35 · $3 on $10k · lower wins0.03%

8.09%12-mo yield$809 · $114 on $10k1.14%

−6.7%Worst dropSmaller wins−8.9%

8.8%VolatilityLower wins13.6%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsJEPI · IVV

2.0%MSFT6.2%

1.9%AAPL7.7%

1.9%AMZN3.9%

1.7%GOOGL2.6%

Held in common39.3%

End-of-day Nov 5, 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	BIVV	iShares Core S&P 500 ETFRead Desk		0.03%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$850.0B
2	AJEPI	JPMorgan Equity Premium Income ETFRead Desk		0.35%	8.09%	−3.3%	+5.2%	+8.3%	+11.0%	+7.1%	−6.7%	$46.8B

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

Both

5Y2 funds

#			Trend
1	BIVV	iShares Core S&P 500 ETFRead Desk		0.03%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$850.0B
2	AJEPI	JPMorgan Equity Premium Income ETFRead Desk		0.35%	8.09%	−3.3%	+5.2%	+8.3%	+11.0%	+7.1%	−6.7%	$46.8B

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

Cards for this view

JEPI vs IVV

JEPI

JPMorgan Equity Premium Income

$14,108

IVV

iShares Core S&P 500

$17,152

MeasureJEPIIVV

Fee0.35%0.03%

Cost on $10k a year$35$3

Yield8.09%1.14%

5 years, per year+7.1%+11.4%

3 years, per year+11.0%+22.1%

Worst drop · 1Y−6.7%−8.9%

Volatility · 1Y8.8%13.6%

3–3measures won
level

39.3%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

VOO vs IVV

YTD

VanguardVOO

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

End-of-day Nov 5, 2026

Overlap: JEPI, IVV

Today

39.3%most shared, JEPI and IVV

JEPIIVV

JEPI—39.3%

IVV39.3%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$774most kept, JEPI

JEPI$809 − $35 = $774

IVV$114 − $3 = $111

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee