Compare · 3 funds side by side · dividends reinvested

SPIN, JEPI and VOO

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,533VOO · best of the three

Story of the three · IncomeMost incomeJEPI · 7.84% · $784 a year on $10k

Story of the three · RiskSmallest drop

SPIN, JEPI and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.06%+12.3%+12.8%+21.9%+11.9%−8.9%13.7%$1.00T1.6

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.84%+8.6%+11.2%+11.1%+7.8%−6.7%9.0%$46.6B1.8

State Street US Equity Premium Income ETFIncome · Premium income0.25%4.99%+6.0%+6.8%[…][…]−9.8%13.0%$45M2.5

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

End-of-day Nov 11, 2026 · returns include dividends · since: SPIN 2024 · JEPI 2020 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

5Y

State Street US Equity Premium Income ETF · $45M[…]

SPIN

JEPI

JPMorgan Equity Premium Income ETF · $46.6B$14,545

$10,000 five years ago, dividends reinvested · they hold 37.9% in common

SPIN

More Ways to See the Pairs

SPIN vs JEPI: Top 5 Holdings

Today

SPIN

31.8%in top 5

JEPI

in top 59.8%

SPINStockJEPI

7.7%MSFT2.0%

7.6%NVDAnot top 5

6.4%AAPL1.9%

5.3%AMZN1.9%

4.8%GOOGL

Cost, Income and Risk

Fees: SPIN, JEPI, VOO

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

SPIN0.25%$25

JEPI0.35%$35

End-of-day Nov 11, 2026 · fee on $10,000 a year

Yields: SPIN, JEPI, VOO

Popular Pairs Near These Three

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

+8.1%Year to date+8.6%

12.2%Yield7.8%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 11, 2026

SPYM vs SPY

YTD

SPDRSPYM

+12.4%

SPYSPDR

+12.3%

VOO vs IVV

YTD

VanguardVOO

+12.3%

IVViShares

+12.3%

Measure

JEPI

+6.0%Year to dateJan 1 → Nov 11+8.6%

+6.8%1 yearTotal return+11.2%

[…]3 years · per year$10,000 became […] · $13,729+11.1%

[…]5 years · per year$10,000 became […] · $14,545+7.8%

0.25%Expense ratio$25 · $35 a year on $10k · lower is better0.35%

4.99%Trailing 12-mo yield$499 · $784 a year on $10k7.84%

−9.8%Worst dropSmaller is better−6.7%

13.0%VolatilityLower is calmer9.0%

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

1–5JEPI wins

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5

not top 5MA2.0%

not top 5MMM1.9%

Held in common37.9%

End-of-day Nov 11, 2026 · share of each fund

SPIN vs JEPI Returns, Every Period

1Y

SPDRSPIN

+6.8%

past year

JEPIJ.P. Morgan

+11.2%

past year

SPINJEPIFaded: behind in that period

0–2JEPI wins

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

SPIN vs JEPI

YTD

SPDRSPIN

+6.0%

JEPIJ.P. Morgan

+8.6%

+6.0%Year to date+8.6%

−9.8%Worst drop · 1Y−6.7%

13.0%Volatility · 1Y9.0%

5.0%Yield7.8%

$45.4MAssets$46.6B

4–0JEPI wins

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

1Y

7.84%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.84%$784

SPIN4.99%$499

VOO1.06%$106

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$749most kept, JEPI

JEPI$784 − $35 = $749

SPIN$499 − $25 = $474

VOO$106 − $3 = $103

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: SPIN, JEPI, VOO

Today

58.5%most shared, SPIN and VOO

SPINJEPIVOO

SPIN—37.9%58.5%

JEPI37.9%—38.2%

VOO58.5%38.2%—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+12.8%VOO, at 13.7% volatility

JEPIWorst drop−6.7%9.0% vol

SPINWorst drop−9.8%13.0% vol

VOOWorst drop−8.9%13.7% vol

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

JEPIVOO

+8.6%Year to date+12.3%

7.8%Yield1.1%

+11.2%Past year+12.8%

0.35%Fee0.03%

3–1VOO wins

End-of-day Nov 11, 2026

+12.4%Year to date+12.3%

1.0%Yield1.0%

$183BAssets$792B

1–0SPYM wins

End-of-day Nov 11, 2026

Year to date

+12.3%

1.1%Yield1.1%

$1.00TAssets$872B

0–0level

End-of-day Nov 11, 2026

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SPIN, JEPI and VOO

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three