Compare · 2 funds side by side · dividends reinvested

SPY and JEPQ

SPYSPDR×JEPQJ.P. Morgan×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,060SPY · best of the two

02 / 04

SPY and JEPQ, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%0.99%+13.3%+13.4%+24.1%+12.6%−8.9%12.9%$805B1.3

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.17%+8.5%+9.3%+20.3%[…]−8.8%15.5%$42.1B1.7

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: SPY 1993 · JEPQ 2022

Head to Head

Swap sides Versus in desk

Head to Head

State Street SPDR S&P 500 ETF · $805B$18,060

SPY

JEPQ

JPMorgan Nasdaq Equity Premium Income ETF · $42.1B[…]

$10,000 five years ago, dividends reinvested · they hold 49.5% in common

SPYMeasureJEPQ

+13.3%Year to dateJan 1 → Nov 4+8.5%

+13.4%1 yearTotal return+9.3%

+24.1%3 years · per year$10,000 became $19,132 · $17,406+20.3%

+12.6%5 years · per year$10,000 became $18,060 · […][…]

0.09%Expense ratio$9 · $35 a year on $10k · lower is better0.35%

0.99%Trailing 12-mo yield$99 · $1,217 a year on $10k12.17%

−8.9%Worst dropSmaller is better−8.8%

12.9%VolatilityLower is calmer15.5%

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

5–2SPY wins

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

More Ways to See the Pairs

SPY vs JEPQ: Top 5 Holdings

Today

SPY

27.3%in top 5

JEPQ

in top 527.9%

SPYStockJEPQ

7.7%NVDA7.1%

7.4%AAPL6.8%

5.9%MSFT5.6%

not top 5MU4.2%

not top 5GOOG4.1%

3.8%AMZNnot top 5

2.5%GOOGLnot top 5

Held in common49.5%

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

SPY vs JEPQ Returns, Every Period

SPDRSPY

+13.4%

past year

JEPQJ.P. Morgan

+9.3%

past year

SPYJEPQFaded: behind in that period

3–0SPY wins

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

Core vs Income: SPY vs JEPQ

YTD

SPDRSPY

+13.3%

JEPQJ.P. Morgan

+8.5%

+13.3%Year to date+8.5%

−8.9%Worst drop · 1Y−8.8%

12.9%Volatility · 1Y15.5%

1.0%Yield12.2%

$805BAssets$42.1B

2–2level

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

Cost, Income and Risk

Fees: SPY, JEPQ

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

JEPQ0.35%$35

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

Yields: SPY, JEPQ

12.17%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.17%$1,217

SPY0.99%$99

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

Income After Fees on $10,000

$1,182most kept, JEPQ

JEPQ$1,217 − $35 = $1,182

SPY$99 − $9 = $90

KeptFee

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

Overlap: SPY, JEPQ

Today

49.5%most shared, SPY and JEPQ

SPYJEPQ

SPY—49.5%

JEPQ49.5%—

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

Return vs Bumpiness: 2 ETFs

+13.4%SPY, at 12.9% volatility

SPYWorst drop−8.9%12.9% vol

JEPQWorst drop−8.8%15.5% vol

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

Paid More vs Made More

YTD

JEPQSPY

+8.5%Year to date+13.3%

12.2%Yield1.0%

+9.3%Past year+13.4%

0.35%Fee0.09%

3–1SPY 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

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

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