Is IVV or JEPI better?

Based on our analysis, IVV wins on 8 out of 10 metrics compared. However, the best ETF depends on your specific investment goals, time horizon, and risk tolerance.

Which is cheaper, IVV or JEPI?

IVV has the lower expense ratio at 0.03%, compared to 0.35% for JEPI.

Compare/IVV vs JEPI

IVV vs JEPI — ETF Comparison

Q: What is the difference between IVV and JEPI?

IVV (iShares Core S&P 500 ETF) and JEPI (JPMorgan Equity Premium Income ETF) differ in expense ratio (0.03% vs 0.35%) and AUM ($890.00B vs $45.85B). See the full comparison above for performance, holdings, and sector differences.

iShares Core S&P 500 ETF (IVV) and JPMorgan Equity Premium Income ETF (JEPI) differ in expense ratio (0.03% vs 0.35%) and AUM ($890.00B vs $45.85B). Here's how they compare across all key metrics.

Performance Comparison

Quick Verdict

IVV wins on 8 out of 10 metrics. IVV has a lower expense ratio (0.03%). IVV has higher AUM ($890.00B).

Basic Information

Metric

IVV

JEPI

Fund Name

iShares Core S&P 500 ETF

JPMorgan Equity Premium Income ETF

Issuer

iShares

J.P. Morgan

Inception Date

May 15, 2000

May 20, 2020

Expense Ratio

0.03%

0.35%

AUM

$890.00B

$45.85B

Holdings Count

505

135

Current Price

$765.44

$57.19

Today's Change

-1.46%

-0.29%

Dividend Yield

1.09%

8.00%

Performance Comparison

Period

IVV

JEPI

-0.49%

+1.25%

+3.35%

+0.35%

+6.81%

+0.42%

YTD

+11.84%

-0.05%

+13.70%

-0.30%

+80.33%

+8.38%

+67.83%

-7.67%

Top Holdings

6 overlapping holdings in top 10

IVV Holdings

NVDANVIDIA

7.86%

AAPLAPPLE

7.47%

MSFTMICROSOFT

5.99%

AMZNAMAZON.COM INC

3.74%

GOOGLALPHABET CLASS A

3.07%

GOOGALPHABET CLASS C

2.45%

AVGOBROADCOM INC

2.45%

METAMETA PLATFORMS CLASS A

2.43%

MUMICRON TECHNOLOGY

1.57%

TSLATESLA INC

1.53%

JEPI Holdings

MSFTMICROSOFT CORP COMMON

2.00%

AAPLAPPLE INC COMMON STOCK

1.95%

JPMORGAN PRIME MONEY

1.94%

METAMETA PLATFORMS INC

1.89%

MAMASTERCARD INC COMMON

1.88%

TRANE TECHNOLOGIES PLC

1.86%

AMZNAMAZON.COM INC COMMON

1.86%

NVDANVIDIA CORP COMMON STOCK

1.84%

VVISA INC COMMON STOCK

1.77%

GOOGLALPHABET INC-CL A -

1.74%

Sector Allocation

IVV Sectors

Information Technology39.61%

Financials11.39%

Communication9.75%

Health Care9.09%

Consumer Discretionary8.68%

Industrials7.98%

Consumer Staples4.53%

Energy3.54%

Utilities1.92%

Real Estate1.66%

Materials1.61%

Cash and/or Derivatives0.23%

JEPI Sectors

Cash & Others17.31%

Technology16.20%

Healthcare11.34%

Industrials10.17%

Financial Services9.52%

Consumer Cyclical8.64%

Consumer Defensive8.22%

Communication Services7.64%

Utilities4.64%

Energy3.07%

Real Estate1.94%

Basic Materials1.30%

Frequently Asked Questions

More Comparisons

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IVV vs VOO ITOT vs IVV IVV vs VTI

More JEPI Comparisons

JEPI vs JEPQ

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