SPY vs JEPI

ASPY

BJEPI

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,214SPY · JEPI $14,519

Lowest cost0.09%SPY · $9 on $10k

Most income7.87%JEPI · $787 on $10k

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

Held in common39.5%SPY and JEPI

State Street SPDR S&P 500 ETF · $807BJPMorgan Equity Premium Income ETF · $47.0B

+21.4%3 years · per year$17,889 · $13,696+11.1%

+11.5%5 years · per year$17,214 · $14,519+7.7%

0.09%Expense ratio$9 · $35 on $10k · lower wins0.35%

1.01%12-mo yield$101 · $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	ASPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.01%	−0.4%	+11.5%	+11.6%	+21.4%	+11.5%	−8.9%	$807.1B
2	BJEPI	JPMorgan Equity Premium Income ETFRead Desk		0.35%	7.87%	−0.1%	+8.2%	+9.6%	+11.1%	+7.7%	−6.7%	$47.0B

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	ASPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.01%	−0.4%	+11.5%	+11.6%	+21.4%	+11.5%	−8.9%	$807.1B
2	BJEPI	JPMorgan Equity Premium Income ETFRead Desk		0.35%	7.87%	−0.1%	+8.2%	+9.6%	+11.1%	+7.7%	−6.7%	$47.0B

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

SPY

SPDR S&P 500

$17,214

JEPI

JPMorgan Equity Premium Income

$14,519

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