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Save view, at the bottom, keeps this one here JEPI and SPIN · year-to-date · as of Nov 13, 2026 · AUM not scored
Return1D1M3MYTD1Y3Y5YMAX
Total return−0.5%−2.7%−2.1%+5.2%+5.8%——+27.4%
Peer average−0.6%−4.5%−2.2%+6.0%+6.3%+42.8%+21.3%—
S&P 500 · VOO−0.4%−2.3%−2.1%+11.5%+11.6%+79.3%+72.7%+816.2%
SPDR SPIN and Vanguard VOO · total return, dividends in · as of Nov 13, 2026
TechnologyFinancial ServicesHealthcareCommunication ServicesIndustrialsConsumer CyclicalOther
SPDR SPIN · 93 holdings · tile size = share of the fund · as of Nov 12, 2026
+11.9%
+2.4%
$6.6B
Goldman Sachs Nasdaq-100 Premium Income
+10.4%
+3.4%
$6.5B
FT Vest Rising Dividend Achievers Target Income
+15.4%
+2.4%
$3.9B
U.S. Large Cap Premium Income Active
+13.5%
+2.4%
$1.6B
JPMorgan Equity Premium Yield
new
+2.1%
$922M
FT Vest SMID Rising Dividend Achievers Target Income
+14.0%
+2.2%
$913M
JPMorgan Nasdaq Equity Premium Yield
new
+3.2%
$817M
Parametric Equity Premium Income
+18.3%
+1.8%
$574M
WisdomTree Equity Premium Income
+6.6%
+2.4%
$563M
Kensington Hedged Premium Income
+8.4%
+1.3%
$462M
T. Rowe Price Capital Appreciation Premium Income
+10.6%
+2.2%
$333M
KBW Premium Yield Equity REIT
+15.3%
−0.4%
$283M
YieldMax Gold Miners Option Income Strategy
−12.0%
−6.4%
$254M
YieldMax MRNA Option Income Strategy
+456.5%
−11.6%
$247M
Premium Income · current AUM · as of Nov 13, 2026
−0.3%
+11.9%
+12.7%
$6.6B
Goldman Sachs Nasdaq-100 Premium Income ETF
−1.1%
+10.4%
+10.6%
$6.5B
FT Vest Rising Dividend Achievers Target Income ETF
0.0%
+15.4%
+18.0%
$3.9B
State Street US Equity Premium Income ETF
−0.5%
+5.2%
+5.8%
$45.6M
#37 of 75 this year · #1 cheapest of 92 · sorted by assets
SPIN and its peer group · total return · as of Nov 13, 2026
5.17%
9MUMicron Technology2.37% 10JPMJpmorgan Chase +2.26% SPDR SPIN · weight in the fund · as of Nov 12, 2026
SPDR SPIN · 93 holdings · tile size = share of the fund · as of Nov 12, 2026
+2.8 pts
JEPI and SPIN · year-to-date · as of Nov 13, 2026 · AUM not scored
SPINAvsBPeer average
1D−0.5%−0.6%
1M−2.7%−4.5%
3M−2.1%−2.2%
YTD+5.2%+6.0%
1Y+5.8%+6.3%
3Y[…]+42.8%
5Y[…]+21.3%
3–2SPIN wins
91 Premium income peers · each row scaled to its leader
MU2.4%
81 more
MU2.4%
71 more
TechnologyFinancial ServicesHealthcareCommunication ServicesIndustrialsConsumer CyclicalOther