Compare · 3 funds side by side · dividends reinvested

SDEM, JEPQ 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, JEPQ 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%$778B1.5

Global X - MSCI SuperDividend Emerging Markets ETFIncome · Dividend stocks0.66%5.23%+11.7%+14.1%+19.8%+6.2%−9.0%15.3%$43M1.9

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.79%+3.2%+4.5%+17.4%[…]−11.5%16.7%$40.7B2.6

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 · JEPQ 2022 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

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

SDEM

JEPQ

JPMorgan Nasdaq Equity Premium Income ETF · $40.7B[…]

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

SDEMMeasureJEPQ

+11.7%Year to dateJan 1 → Nov 6+3.2%

+14.1%1 yearTotal return+4.5%

+19.8%3 years · per year$10,000 became $17,177 · $16,202+17.4%

+6.2%5 years · per year$10,000 became $13,532 · […][…]

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

5.23%Trailing 12-mo yield$523 · $1,279 a year on $10k12.79%

−9.0%Worst dropSmaller is better−11.5%

15.3%VolatilityLower is calmer16.7%

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

5–2SDEM 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 JEPQ: Top 5 Holdings

Today

SDEM

11.5%in top 5

JEPQ

in top 528.9%

SDEMStockJEPQ

not top 5AAPL7.4%

not top 5NVDA6.6%

not top 5MSFT6.1%

not top 5GOOG4.4%

not top 5AMZN4.4%

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

Held in common0.0%

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

SDEM vs JEPQ Returns, Every Period

Global XSDEM

+14.1%

past year

JEPQJ.P. Morgan

+4.5%

past year

SDEMJEPQFaded: behind in that period

3–0SDEM wins

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

SDEM vs JEPQ

YTD

Global XSDEM

+11.7%

JEPQJ.P. Morgan

+3.2%

+11.7%Year to date+3.2%

−9.0%Worst drop · 1Y−11.5%

15.3%Volatility · 1Y16.7%

5.2%Yield12.8%

$43.4MAssets$40.7B

3–1SDEM wins

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

Cost, Income and Risk

Fees: SDEM, JEPQ, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

JEPQ0.35%$35

SDEM0.66%$66

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

Yields: SDEM, JEPQ, SPY

12.79%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.79%$1,279

SDEM5.23%$523

SPY1.03%$103

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

Income After Fees on $10,000

$1,244most kept, JEPQ

JEPQ$1,279 − $35 = $1,244

SDEM$523 − $66 = $457

SPY$103 − $9 = $94

KeptFee

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

Overlap: SDEM, JEPQ, SPY

Today

49.5%most shared, JEPQ and SPY

SDEMJEPQSPY

SDEM—0.0%0.0%

JEPQ0.0%—49.5%

SPY0.0%49.5%—

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

SPYWorst drop−8.9%13.6% vol

SDEMWorst drop−9.0%15.3% vol

JEPQWorst drop−11.5%16.7% vol

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

Paid More vs Made More

YTD

JEPQSDEM

+3.2%Year to date+11.7%

12.8%Yield5.2%

+4.5%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