JEPQ vs VOO

AJEPQ

BVOO

Measures won2–3VOO wins · of 6 · 5Y

$10,000 · 5Y$17,156VOO

Lowest cost0.03%VOO · $3 on $10k

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

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

Held in common51.3%JEPQ and VOO

JEPQ

VOO

JPMorgan Nasdaq Equity Premium Income ETF · $42.6BVanguard S&P 500 ETF · $1.00T

+20.3%3 years · per year$17,406 · $18,224+22.1%

[…]5 years · per year[…] · $17,156+11.4%

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

12.17%12-mo yield$1,217 · $110 on $10k1.10%

−8.8%Worst dropSmaller wins−8.9%

15.5%VolatilityLower wins13.5%

2–3VOO wins

$10,000 · 5 yearsOne scale

Shared top holdingsJEPQ · VOO

7.1%AAPL7.4%

6.8%NVDA8.4%

6.0%MSFT5.8%

4.2%AMZN3.7%

Held in common51.3%

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	BVOO	Vanguard S&P 500 ETFRead Desk		0.03%	1.10%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$1.00T
2	AJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk		0.35%	12.17%	+0.9%	+8.5%	+9.3%	+20.3%	new	−8.8%	$42.6B

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	BVOO	Vanguard S&P 500 ETFRead Desk		0.03%	1.10%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$1.00T
2	AJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk		0.35%	12.17%	+0.9%	+8.5%	+9.3%	+20.3%	new	−8.8%	$42.6B

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

JEPQ vs VOO

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

VOO

Vanguard S&P 500

$17,156

MeasureJEPQVOO

Fee0.35%0.03%

Cost on $10k a year$35$3

Yield12.17%1.10%

5 years, per year[…]+11.4%

3 years, per year+20.3%+22.1%

Worst drop · 1Y−8.8%−8.9%

Volatility · 1Y15.5%13.5%

3–2measures won
VOO first

51.3%

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: JEPQ, VOO

Today

51.3%most shared, JEPQ and VOO

JEPQVOO

JEPQ—51.3%

VOO51.3%—

End-of-day Nov 5, 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

VOO$110 − $3 = $107

KeptFee

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