JEPI vs SPY

AJEPI

BSPY

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,118SPY · JEPI $14,118

Lowest cost0.09%SPY · $9 on $10k

Most income8.09%JEPI · $809 on $10k

Smallest drop−6.7%JEPI · worst fall in 1Y

Held in common39.1%JEPI and SPY

JEPI

SPY

JPMorgan Equity Premium Income ETF · $45.2BState Street SPDR S&P 500 ETF · $778B

+10.7%3 years · per year$13,562 · $18,039+21.7%

+7.1%5 years · per year$14,118 · $17,118+11.3%

0.35%Expense ratio$35 · $9 on $10k · lower wins0.09%

8.09%12-mo yield$809 · $103 on $10k1.03%

−6.7%Worst dropSmaller wins−8.9%

8.8%VolatilityLower wins13.6%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsJEPI · SPY

2.0%MSFT6.3%

2.0%AAPL7.9%

1.9%AMZN4.0%

1.7%GOOGL2.6%

Held in common39.1%

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$777.7B
2	AJEPI	JPMorgan Equity Premium Income ETFRead Desk		0.35%	8.09%	+0.1%	+5.3%	+8.2%	+10.7%	+7.1%	−6.7%	$45.2B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$777.7B
2	AJEPI	JPMorgan Equity Premium Income ETFRead Desk		0.35%	8.09%	+0.1%	+5.3%	+8.2%	+10.7%	+7.1%	−6.7%	$45.2B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

JEPI vs SPY

JEPI

JPMorgan Equity Premium Income

$14,118

SPY

SPDR S&P 500

$17,118

MeasureJEPISPY

Fee0.35%0.09%

Cost on $10k a year$35$9

Yield8.09%1.03%

5 years, per year+7.1%+11.3%

3 years, per year+10.7%+21.7%

Worst drop · 1Y−6.7%−8.9%

Volatility · 1Y8.8%13.6%

3–3measures won
level

39.1%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

Overlap: JEPI, SPY

Today

39.1%most shared, JEPI and SPY

JEPISPY

JEPI—39.1%

SPY39.1%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$774most kept, JEPI

JEPI$809 − $35 = $774

SPY$103 − $9 = $94

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee