JEPI vs VOO

AJEPI

BVOO

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,749VOO · SPY $17,688

Lowest cost0.03%VOO · $3 on $10k

Most income7.96%JEPI · $796 on $10k

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

Held in common37.4%JEPI and VOO

JEPI

VOO

JPMorgan Equity Premium Income ETF · $46.0BVanguard S&P 500 ETF · $1.00T

+12.4%3 years · per year$14,201 · $19,094+24.1%

+7.4%5 years · per year$14,322 · $17,749+12.2%

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

7.96%12-mo yield$796 · $107 on $10k1.07%

−6.7%Worst dropSmaller wins−8.9%

7.9%VolatilityLower wins12.7%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsJEPI · VOO

1.9%AAPL7.4%

1.9%MSFT5.8%

1.8%AMZN3.7%

1.7%NVDA8.4%

Held in common37.4%

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

All Three

5Y3 funds

#
1	BVOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+0.3%	+11.5%	+11.9%	+24.1%	+12.2%	−8.9%	$1.00T
2	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	+0.3%	+11.5%	+11.8%	+24.0%	+12.1%	−8.9%	$798.0B
3	AJEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.96%	−0.1%	+7.0%	+9.8%	+12.4%	+7.4%	−6.7%	$46.0B

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

All Three

5Y3 funds

#
1	BVOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+0.3%	+11.5%	+11.9%	+24.1%	+12.2%	−8.9%	$1.00T
2	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	+0.3%	+11.5%	+11.8%	+24.0%	+12.1%	−8.9%	$798.0B
3	AJEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.96%	−0.1%	+7.0%	+9.8%	+12.4%	+7.4%	−6.7%	$46.0B

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

JEPI vs VOO

JEPI

JPMorgan Equity Premium Income

$14,322

VOO

Vanguard S&P 500

$17,749

MeasureJEPIVOO

Fee0.35%0.03%

Cost on $10k a year$35$3

Yield7.96%1.07%

5 years, per year+7.4%+12.2%

3 years, per year+12.4%+24.1%

Worst drop · 1Y−6.7%−8.9%

Volatility · 1Y7.9%12.7%

3–3measures won
level

37.4%

holdings shared

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 4, 2026

VOO vs IVV

YTD

VanguardVOO

+11.5%

IVViShares

+11.6%

+11.5%Year to date+11.6%

1.1%Yield1.1%

$1.00TAssets$872B

1–0IVV wins

End-of-day Nov 4, 2026

Overlap: JEPI, VOO, SPY

Today

95.5%most shared, VOO and SPY

JEPIVOOSPY

JEPI—37.4%38.3%

VOO37.4%—95.5%

SPY38.3%95.5%—

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

Income After Fees on $10,000

$761most kept, JEPI

JEPI$796 − $35 = $761

VOO$107 − $3 = $104

SPY$101 − $9 = $92

KeptFee

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