Compare · 2 funds side by side · dividends reinvested

SPDW and JEPI

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$15,799SPDW · best of the two

02 / 04

SPDW and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Portfolio Developed World ex-US ETFInternational · Developed0.03%3.01%+14.9%+19.0%+22.7%+9.6%−11.5%17.6%$40.8B1.4

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.83%+8.8%+11.9%+12.6%+7.9%−6.7%8.1%$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 4, 2026 · returns include dividends · since: SPDW 2007 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

State Street SPDR Portfolio Developed World ex-US ETF · $40.8B$15,799

SPDW

JEPI

JPMorgan Equity Premium Income ETF · $46.1B$14,635

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

SPDWMeasureJEPI

+14.9%Year to dateJan 1 → Nov 4+8.8%

+19.0%1 yearTotal return+11.9%

+22.7%3 years · per year$10,000 became $18,473 · $14,269+12.6%

+9.6%5 years · per year$10,000 became $15,799 · $14,635+7.9%

0.03%Expense ratio$3 · $35 a year on $10k · lower is better0.35%

3.01%Trailing 12-mo yield$301 · $783 a year on $10k7.83%

−11.5%Worst dropSmaller is better−6.7%

17.6%VolatilityLower is calmer8.1%

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

5–3SPDW wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SPDW vs JEPI: Top 5 Holdings

Today

SPDW

8.0%in top 5

JEPI

in top 59.5%

SPDWStockJEPI

2.3%SMSNnot top 5

not top 5MA2.0%

not top 5MSFT1.9%

not top 5V1.9%

not top 5AAPL1.9%

1.9%000660.Knot top 5

1.8%ASML.ASnot top 5

not top 5NEE1.8%

1.0%ROP.SWnot top 5

0.9%SHEL.Lnot top 5

Held in common0.0%

End-of-day Nov 4, 2026 · share of each fund

SPDW vs JEPI Returns, Every Period

SPDRSPDW

+9.6%

5 years, per year

JEPIJ.P. Morgan

+7.9%

5 years, per year

SPDWJEPIFaded: behind in that period

4–0SPDW wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

International vs Income: SPDW vs JEPI

YTD

SPDRSPDW

+14.9%

JEPIJ.P. Morgan

+8.8%

+14.9%Year to date+8.8%

−11.5%Worst drop · 1Y−6.7%

17.6%Volatility · 1Y8.1%

3.0%Yield7.8%

$40.8BAssets$46.1B

3–1JEPI wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SPDW, JEPI

Today

0.03%lowest, SPDW

FundExpense ratioFee$10k

SPDW0.03%$3

JEPI0.35%$35

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: SPDW, JEPI

7.83%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.83%$783

SPDW3.01%$301

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$748most kept, JEPI

JEPI$783 − $35 = $748

SPDW$301 − $3 = $298

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: SPDW, JEPI

Today

0.0%most shared, SPDW and JEPI

SPDWJEPI

SPDW—0.0%

JEPI0.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+19.0%SPDW, at 17.6% volatility

JEPIWorst drop−6.7%8.1% vol

SPDWWorst drop−11.5%17.6% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

JEPISPDW

+8.8%Year to date+14.9%

7.8%Yield3.0%

+11.9%Past year+19.0%

0.35%Fee0.03%

3–1SPDW wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026