SPDW vs JEPI

ASPDW

BJEPI

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$15,219SPDW · JEPI $14,519

Lowest cost0.03%SPDW · $3 on $10k

Most income7.87%JEPI · $787 on $10k

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

Held in common0.0%SPDW and JEPI

State Street SPDR Portfolio Developed World ex-US ETF · $41.8BJPMorgan Equity Premium Income ETF · $47.1B

+20.5%3 years · per year$17,476 · $13,696+11.1%

+8.8%5 years · per year$15,219 · $14,519+7.7%

0.03%Expense ratio$3 · $35 on $10k · lower wins0.35%

3.07%12-mo yield$307 · $787 on $10k7.87%

End-of-day Nov 13, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

5Y2 funds

#			Trend
1	ASPDW	State Street SPDR Portfolio Developed World ex-US ETFRead Desk		0.03%	3.07%	0.0%	+12.7%	+15.0%	+20.5%	+8.8%	−11.5%	$41.8B
2	BJEPI	JPMorgan Equity Premium Income ETFRead Desk		0.35%	7.87%	−0.1%	+8.2%	+9.6%	+11.1%	+7.7%	−6.7%	$47.1B

End-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

5Y2 funds

#			Trend
1	ASPDW	State Street SPDR Portfolio Developed World ex-US ETFRead Desk		0.03%	3.07%	0.0%	+12.7%	+15.0%	+20.5%	+8.8%	−11.5%	$41.8B
2	BJEPI	JPMorgan Equity Premium Income ETFRead Desk		0.35%	7.87%	−0.1%	+8.2%	+9.6%	+11.1%	+7.7%	−6.7%	$47.1B

End-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

SPDW

SPDR Portfolio Developed World ex-US

$15,219

JEPI

JPMorgan Equity Premium Income

$14,519

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