Compare · 3 funds side by side · dividends reinvested

SPY, JEPQ and JEPI

SPYSPDR×JEPQJ.P. Morgan×JEPIJ.P. Morgan×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,688SPY · best of the three

02 / 04

SPY, JEPQ and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.01%+11.5%+11.8%+24.0%+12.1%−8.9%12.8%$798B1.6

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.96%+7.0%+9.8%+12.4%+7.4%−6.7%7.9%$46.0B2.0

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.28%+7.5%+8.6%+20.4%[…]−8.8%15.5%$41.8B2.1

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

End-of-day Nov 3, 2026 · returns include dividends · since: SPY 1993 · JEPQ 2022 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

State Street SPDR S&P 500 ETF · $798B$17,688

SPY

JEPQ

JPMorgan Nasdaq Equity Premium Income ETF · $41.8B[…]

$10,000 five years ago, dividends reinvested · they hold 49.6% in common

SPYMeasureJEPQ

+11.5%Year to dateJan 1 → Nov 3+7.5%

+11.8%1 yearTotal return+8.6%

+24.0%3 years · per year$10,000 became $19,046 · $17,450+20.4%

+12.1%5 years · per year$10,000 became $17,688 · […][…]

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

1.01%Trailing 12-mo yield$101 · $1,228 a year on $10k12.28%

−8.9%Worst dropSmaller is better−8.8%

12.8%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 3, 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

27.4%in top 5

JEPQ

in top 527.5%

SPYStockJEPQ

7.8%NVDA6.9%

7.7%AAPL6.9%

5.9%MSFT5.5%

not top 5GOOG4.1%

not top 5MU4.1%

3.6%AMZNnot top 5

2.5%GOOGLnot top 5

Held in common49.6%

End-of-day Nov 3, 2026 · share of each fund

SPY vs JEPQ Returns, Every Period

SPDRSPY

+11.8%

past year

JEPQJ.P. Morgan

+8.6%

past year

SPYJEPQFaded: behind in that period

3–0SPY wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

Core vs Income: SPY vs JEPQ

YTD

SPDRSPY

+11.5%

JEPQJ.P. Morgan

+7.5%

+11.5%Year to date+7.5%

−8.9%Worst drop · 1Y−8.8%

12.8%Volatility · 1Y15.5%

1.0%Yield12.3%

$798BAssets$41.8B

2–2level

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SPY, JEPQ, JEPI

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

JEPQ0.35%$35

JEPI0.35%$35

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: SPY, JEPQ, JEPI

12.28%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.28%$1,228

JEPI7.96%$796

SPY1.01%$101

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$1,193most kept, JEPQ

JEPQ$1,228 − $35 = $1,193

JEPI$796 − $35 = $761

SPY$101 − $9 = $92

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: SPY, JEPQ, JEPI

Today

49.6%most shared, SPY and JEPQ

SPYJEPQJEPI

SPY—49.6%38.3%

JEPQ49.6%—26.6%

JEPI38.3%26.6%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+11.8%SPY, at 12.8% volatility

JEPIWorst drop−6.7%7.9% vol

SPYWorst drop−8.9%12.8% vol

JEPQWorst drop−8.8%15.5% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQSPY

+7.5%Year to date+11.5%

12.3%Yield1.0%

+8.6%Past year+11.8%

0.35%Fee0.09%

3–1SPY wins

End-of-day Nov 3, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026