Compare · 2 funds side by side · dividends reinvested

JEPI and SPY

JEPIJ.P. Morgan×SPYSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,099SPY · best of the two

02 / 04

JEPI and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.03%+8.3%+9.7%+22.0%+11.3%−8.9%13.6%$805B1.4

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%8.09%+5.2%+8.3%+11.0%+7.1%−6.7%8.8%$46.1B1.6

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: JEPI 2020 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

JPMorgan Equity Premium Income ETF · $46.1B$14,108

JEPI

SPY

State Street SPDR S&P 500 ETF · $805B$17,099

$10,000 five years ago, dividends reinvested · they hold 39.3% in common

JEPIMeasureSPY

+5.2%Year to dateJan 1 → Nov 5+8.3%

+8.3%1 yearTotal return+9.7%

+11.0%3 years · per year$10,000 became $13,674 · $18,174+22.0%

+7.1%5 years · per year$10,000 became $14,108 · $17,099+11.3%

0.35%Expense ratio$35 · $9 a year on $10k · lower is better0.09%

8.09%Trailing 12-mo yield$809 · $103 a year on $10k1.03%

−6.7%Worst dropSmaller is better−8.9%

8.8%VolatilityLower is calmer13.6%

JEPISPY Winner of the row, in its colourEach row: the bigger of the two fills its side

3–5SPY wins

End-of-day Nov 5, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

JEPI vs SPY: Top 5 Holdings

Today

JEPI

9.9%in top 5

SPY

in top 527.7%

JEPIStockSPY

1.9%AAPL7.7%

not top 5NVDA7.3%

2.0%MSFT6.2%

not top 5AMZN3.9%

not top 5GOOGL2.6%

2.0%MAnot top 5

1.9%MMMnot top 5

1.9%Vnot top 5

Held in common39.3%

End-of-day Nov 5, 2026 · share of each fund

JEPI vs SPY Returns, Every Period

J.P. MorganJEPI

+7.1%

5 years, per year

SPYSPDR

+11.3%

5 years, per year

JEPISPYFaded: behind in that period

0–4SPY wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Income vs Core: JEPI vs SPY

YTD

J.P. MorganJEPI

+5.2%

SPYSPDR

+8.3%

+5.2%Year to date+8.3%

−6.7%Worst drop · 1Y−8.9%

8.8%Volatility · 1Y13.6%

8.1%Yield1.0%

$46.1BAssets$805B

3–1JEPI wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: JEPI, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

JEPI0.35%$35

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: JEPI, SPY

8.09%highest, JEPI

FundTrailing yieldYield$10k

JEPI8.09%$809

SPY1.03%$103

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$774most kept, JEPI

JEPI$809 − $35 = $774

SPY$103 − $9 = $94

KeptFee

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

Overlap: JEPI, SPY

Today

39.3%most shared, JEPI and SPY

JEPISPY

JEPI—39.3%

SPY39.3%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+9.7%SPY, at 13.6% volatility

JEPIWorst drop−6.7%8.8% vol

SPYWorst drop−8.9%13.6% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

JEPISPY

+5.2%Year to date+8.3%

8.1%Yield1.0%

+8.3%Past year+9.7%

0.35%Fee0.09%

3–1SPY wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

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%

$42.1BAssets$46.1B

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$805B

2–0SPYM wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026