Compare · 2 funds side by side · dividends reinvested

SLYV and JEPI

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,448JEPI · best of the two

02 / 04

SLYV and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR S&P 600 Small Cap Value ETFUS Stock Styles · Small cap0.15%1.92%+19.1%+24.5%+17.5%+6.5%−9.4%16.2%$4.9B1.5

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.93%+7.5%+10.9%+11.0%+7.6%−6.7%9.0%$45.2B1.5

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

End-of-day Nov 9, 2026 · returns include dividends · since: SLYV 2000 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

State Street SPDR S&P 600 Small Cap Value ETF · $4.9B$13,688

SLYV

JEPI

JPMorgan Equity Premium Income ETF · $45.2B$14,448

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

SLYVMeasureJEPI

+19.1%Year to dateJan 1 → Nov 9+7.5%

+24.5%1 yearTotal return+10.9%

+17.5%3 years · per year$10,000 became $16,216 · $13,679+11.0%

+6.5%5 years · per year$10,000 became $13,688 · $14,448+7.6%

0.15%Expense ratio$15 · $35 a year on $10k · lower is better0.35%

1.92%Trailing 12-mo yield$192 · $793 a year on $10k7.93%

−9.4%Worst dropSmaller is better−6.7%

16.2%VolatilityLower is calmer9.0%

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

4–4Level

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SLYV vs JEPI: Top 5 Holdings

Today

SLYV

4.8%in top 5

JEPI

in top 59.9%

SLYVStockJEPI

not top 5MA2.0%

not top 5MSFT2.0%

not top 5AAPL2.0%

not top 5V1.9%

not top 5MMM1.9%

1.0%PAYCnot top 5

1.0%MTCHnot top 5

1.0%VSXYnot top 5

0.9%EPAMnot top 5

0.9%JXNnot top 5

Held in common0.0%

End-of-day Nov 9, 2026 · share of each fund

SLYV vs JEPI Returns, Every Period

SPDRSLYV

+6.5%

5 years, per year

JEPIJ.P. Morgan

+7.6%

5 years, per year

SLYVJEPIFaded: behind in that period

3–1SLYV wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Stocks vs Income: SLYV vs JEPI

YTD

SPDRSLYV

+19.1%

JEPIJ.P. Morgan

+7.5%

+19.1%Year to date+7.5%

−9.4%Worst drop · 1Y−6.7%

16.2%Volatility · 1Y9.0%

1.9%Yield7.9%

$4.9BAssets$45.2B

3–1JEPI wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SLYV, JEPI

Today

0.15%lowest, SLYV

FundExpense ratioFee$10k

SLYV0.15%$15

JEPI0.35%$35

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: SLYV, JEPI

7.93%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.93%$793

SLYV1.92%$192

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$758most kept, JEPI

JEPI$793 − $35 = $758

SLYV$192 − $15 = $177

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: SLYV, JEPI

Today

0.0%most shared, SLYV and JEPI

SLYVJEPI

SLYV—0.0%

JEPI0.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+24.5%SLYV, at 16.2% volatility

JEPIWorst drop−6.7%9.0% vol

SLYVWorst drop−9.4%16.2% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

JEPISLYV

+7.5%Year to date+19.1%

7.9%Yield1.9%

+10.9%Past year+24.5%

0.35%Fee0.15%

3–1SLYV wins

End-of-day Nov 9, 2026

Popular Pairs Near These Two

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026