JEPI vs VOO — stock comparison tool

JEPI currently yields 7.96% TTM versus VOO at 1.05%. Use the calculator below to compare DRIP total returns and fundamentals side by side.

JEPIVOO
Performance Comparison
Total return with dividends reinvested (DRIP) from a $10,000 start — price + income.
JEPI
VOO

*Total Return = DRIP (price + reinvested dividends). Range: 2025-10-21 to 2026-10-21. Legend ordered low → high.

Chart metrics: Total Return (%) · Price Return (%) · Portfolio Value ($) · Stock Price · Dividends (Annual) · Dividend Growth (%). Market Cap history is not available yet.

Calendar-year total returns

Side-by-side yearly performance for each ticker (adjusted close ≈ total return)

JEPI Total Returns by Year
Calendar-year total returns, including reinvested dividends
Adj. close

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VOO Total Returns by Year
Calendar-year total returns, including reinvested dividends
Adj. close

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Best Total Return

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No data

Highest Dividend Income

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Best Avg Annual Return

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DRIP Simulation Summary
$10,000 initial investment with DRIP (live)
TickerPeriodStart $End $DividendsStart PriceEnd PriceSharesReturn %
Current Data Comparison
Live fundamental metrics and analyst data
Metric
JEPI$57.36
—

JPMorgan Equity Premium Income ETF

VOO$706.80
—

Vanguard S&P 500 ETF

Dividend Information

Dividend Yield
7.96%
1.05%
Annual Dividend
$4.56
$7.43
Dividend Growth (5yr)
-
-
Years of Growth
1
5
ETF holdings & allocation
Side-by-side composition for each ETF in this comparison.

JEPI

135 holdings
Cash & Others17.37%
Technology15.49%
Healthcare11.64%
Industrials10.09%
Financial Services9.71%
Consumer Cyclical8.72%
Consumer Defensive8.54%
Communication Services7.46%
Utilities4.63%
Energy3.13%
Real Estate1.92%
Basic Materials1.31%

Top 10 holdings

NameWeight
MSFTMICROSOFT CORP COMMON1.99%
AAPLAPPLE INC COMMON STOCK1.94%
AMZNAMAZON.COM INC COMMON1.91%
MAMASTERCARD INC COMMON1.91%
VVISA INC COMMON STOCK1.82%
NVDANVIDIA CORP COMMON STOCK1.80%
METAMETA PLATFORMS INC1.80%
ABBVABBVIE INC COMMON STOCK1.74%
GOOGLALPHABET INC-CL A -1.72%
EOGEOG RESOURCES INC COMMON1.71%
Top 1018.34%

VOO

505 holdings
Technology40.48%
Financial Services11.14%
Communication Services9.95%
Healthcare9.26%
Consumer Cyclical8.75%
Industrials7.55%
Consumer Defensive4.33%
Energy3.40%
Utilities1.88%
Real Estate1.70%
Basic Materials1.56%
Cash & Others0.01%

Top 10 holdings

NameWeight
NVDANVIDIA Corp8.39%
AAPLApple Inc7.38%
MSFTMicrosoft Corp5.78%
AMZNAmazon.com Inc3.71%
GOOGLAlphabet Inc3.07%
AVGOBroadcom Inc2.54%
GOOGAlphabet Inc2.45%
METAMeta Platforms Inc2.43%
MUMicron Technology Inc1.83%
TSLATesla Inc1.52%
Top 1039.09%

Overlap & differences

Ticker overlap by weight, sector tilts, and where one fund is overweight. Open full tool

445644
JEPISharedVOO

Overlap by weight

32%

Share of portfolio weight that appears in both funds.

# overlapping holdings

56

JEPI: 56% also in VOOVOO: 56% also in JEPI

JEPI: showing top 100 holdings by weight (of 135) · VOO: showing top 100 holdings by weight (of 505). Overlap counts use this top slice, not the full fund book.

Sector drift (JEPI vs VOO)

Left = heavier in JEPI. Right = heavier in VOO.

JEPI overweight (left)VOO overweight (right)
56 shown

Overlapping tickers

MSFT		2.0%5.8%2.0%
AAPL		1.9%7.4%1.9%
AMZN		1.9%3.7%1.9%
NVDA		1.8%8.4%1.8%
META		1.8%2.4%1.8%
GOOGL		1.7%3.1%1.7%
AVGO		1.6%2.5%1.6%
LLY		1.0%1.4%1.0%
AMD		1.0%1.5%1.0%
MU		1.0%1.8%1.0%

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JEPI vs VOO Dividend Comparison | DRIP Tool | Dividend Wealth