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Computed head-to-head · 6 dimensions

JEPI vs VOO

JPMorgan Equity Premium Income Fund versus Vanguard Group, Inc. - Vanguard S&P 500 ETF — yield, safety, growth trend, cost, scale, and tax treatment.

VOO wins 4–1 on our six-dimension comparison, but JEPI can still be the better fit depending on your priorities — see each dimension below.

Scorecard at a glance

DimensionJEPIVOOWinner
Yield8.45%1.03%JEPI wins
Dividend safety5.4/107.4/10VOO wins
Growth trendTie
Expense ratio35.00%3.00%VOO wins
Scale$44.6B$1.7TVOO wins
Tax efficiencyOrdinary incomeQualified-eligibleVOO wins
Overall1 wins4 winsVOO wins

Dimension by dimension

JEPI wins on yield (8.45% vs 1.03%)

On a $10,000 investment that's about $742 more in annual dividend income before taxes — though higher yield often comes with higher risk.

JEPI: 8.45%VOO: 1.03%

VOO wins on safety (7.4/10 vs 5.4/10)

Our score combines yield zone, payout ratio, trend vs 5-year average, instrument type, and size. VOO scores better on the weighted average of those factors.

JEPI: 5.4/10VOO: 7.4/10

Yield-trend comparison unavailable

One or both tickers are missing 5-year average yield data.

JEPI: VOO:

VOO is cheaper (3.00% vs 35.00%)

On a $10,000 position the lower expense ratio saves about $3200/year — small annually but compounds significantly over 20+ years.

JEPI: 35.00%VOO: 3.00%

VOO is 38.2× larger by AUM

Larger funds tend to have tighter spreads, deeper liquidity, and lower closure risk.

JEPI: $44.6BVOO: $1.7T

VOO is more tax-efficient in a taxable account

JEPI's distributions are typically taxed as ordinary income (covered call ETF, REIT, or mREIT) — versus qualified dividends from VOO which get the lower long-term capital gains rate.

JEPI: Ordinary incomeVOO: Qualified-eligible

How we compare these

Every comparison on this page is computed from current public data, not written by hand. Yield comes from the most recent dividend distribution annualized over current price. Safety scores combine yield zone, payout ratio, trend vs 5-year average, instrument type, and size — see our methodology for the exact formula. Tax-efficiency flags identify covered-call ETFs, REITs, and mREITs which distribute primarily as ordinary income.

This is educational, not investment advice.Scores reflect a snapshot of public data on the "as of" dates shown on each ticker's safety page. Verify on the issuer's investor relations page or your brokerage before making decisions.

Frequently asked

Which is better, JEPI or VOO?

VOO wins 4–1 on our six-dimension comparison, but JEPI can still be the better fit depending on your priorities — see each dimension below.

Does JEPI or VOO have a higher yield?

On a $10,000 investment that's about $742 more in annual dividend income before taxes — though higher yield often comes with higher risk.

Is JEPI or VOO a safer dividend?

JEPI scores 5.4/10 (Mixed) on the Infnits dividend safety scale. VOO scores 7.4/10 (Solid). See the safety dimension above for what drove each score.

Should I own both JEPI and VOO?

It depends on overlap. Two ETFs in similar categories often hold many of the same companies — owning both can mean paying two expense ratios for similar exposure. Check the underlying holdings before stacking.

Already own JEPI or VOO? See if the other adds anything.

Connect your brokerage and Infnits checks whether adding VOO to your existing portfolio actually diversifies — or just duplicates exposure (ETF look-through included).

Check overlap with my portfolio →