Compare · 3 funds side by side · dividends reinvested

SDEM, JEPI and SPY

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,118SPY · best of the three

02 / 04

SDEM, 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%+8.7%+9.7%+21.7%+11.3%−8.9%13.6%$778B1.8

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%8.09%+5.3%+8.2%+10.7%+7.1%−6.7%8.8%$45.2B2.0

Global X - MSCI SuperDividend Emerging Markets ETFIncome · Dividend stocks0.66%5.23%+11.7%+14.1%+19.8%+6.2%−9.0%15.3%$43M2.3

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: SDEM 2015 · JEPI 2020 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

Global X - MSCI SuperDividend Emerging Markets ETF · $43M$13,532

SDEM

JEPI

JPMorgan Equity Premium Income ETF · $45.2B$14,118

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

SDEMMeasureJEPI

+11.7%Year to dateJan 1 → Nov 6+5.3%

+14.1%1 yearTotal return+8.2%

+19.8%3 years · per year$10,000 became $17,177 · $13,562+10.7%

+6.2%5 years · per year$10,000 became $13,532 · $14,118+7.1%

0.66%Expense ratio$66 · $35 a year on $10k · lower is better0.35%

5.23%Trailing 12-mo yield$523 · $809 a year on $10k8.09%

−9.0%Worst dropSmaller is better−6.7%

15.3%VolatilityLower is calmer8.8%

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

3–5JEPI wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SDEM vs JEPI: Top 5 Holdings

Today

SDEM

11.5%in top 5

JEPI

in top 59.9%

SDEMStockJEPI

2.5%0902.HKnot top 5

2.4%601216.Snot top 5

2.2%FUNO11.Mnot top 5

2.2%VIVT3.SAnot top 5

2.2%ITUB4.SAnot top 5

not top 5MA2.1%

not top 5MSFT2.0%

not top 5AAPL2.0%

not top 5MMM1.9%

not top 5NEE1.9%

Held in common0.0%

End-of-day Nov 6, 2026 · share of each fund

SDEM vs JEPI Returns, Every Period

Global XSDEM

+6.2%

5 years, per year

JEPIJ.P. Morgan

+7.1%

5 years, per year

SDEMJEPIFaded: behind in that period

3–1SDEM wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

SDEM vs JEPI

YTD

Global XSDEM

+11.7%

JEPIJ.P. Morgan

+5.3%

+11.7%Year to date+5.3%

−9.0%Worst drop · 1Y−6.7%

15.3%Volatility · 1Y8.8%

5.2%Yield8.1%

$43.4MAssets$45.2B

3–1JEPI wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SDEM, JEPI, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

JEPI0.35%$35

SDEM0.66%$66

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: SDEM, JEPI, SPY

8.09%highest, JEPI

FundTrailing yieldYield$10k

JEPI8.09%$809

SDEM5.23%$523

SPY1.03%$103

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$774most kept, JEPI

JEPI$809 − $35 = $774

SDEM$523 − $66 = $457

SPY$103 − $9 = $94

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: SDEM, JEPI, SPY

Today

39.1%most shared, JEPI and SPY

SDEMJEPISPY

SDEM—0.0%0.0%

JEPI0.0%—39.1%

SPY0.0%39.1%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+14.1%SDEM, at 15.3% volatility

JEPIWorst drop−6.7%8.8% vol

SPYWorst drop−8.9%13.6% vol

SDEMWorst drop−9.0%15.3% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

JEPISDEM

+5.3%Year to date+11.7%

8.1%Yield5.2%

+8.2%Past year+14.1%

0.35%Fee0.66%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Three

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026