Compare ETFs: JEPI vs. SPY
JEPI
SPY
Comparison
Average Return
In the past year, JEPI returned a total of 9.44%, which is significantly lower than SPY's 18.74% return. Over the past 5 years, JEPI has had annualized average returns of 10.43%, compared to 13.99% for SPY. These numbers are adjusted for stock splits and include dividends.
Top 25 Holdings
| JEPI - JPMorgan Equity Premium Income ETF | |||
|---|---|---|---|
| No. | Symbol | Name | Weight |
| 1 | JNJ | Johnson & Johnson | 1.74% |
| 2 | HWM | Howmet Aerospace Inc. | 1.72% |
| 3 | ABBV | AbbVie Inc. | 1.61% |
| 4 | ROST | Ross Stores, Inc. | 1.59% |
| 5 | ADI | Analog Devices, Inc. | 1.58% |
| 6 | NEE | NextEra Energy, Inc. | 1.57% |
| 7 | RTX | RTX Corporation | 1.55% |
| 8 | TT | Trane Technologies plc | 1.46% |
| 9 | PEP | PepsiCo, Inc. | 1.46% |
| 10 | EOG | EOG Resources, Inc. | 1.44% |
| 11 | WMT | Walmart Inc. | 1.42% |
| 12 | LOW | Lowe's Companies, Inc. | 1.41% |
| 13 | NVDA | NVIDIA Corporation | 1.40% |
| 14 | YUM | Yum! Brands, Inc. | 1.40% |
| 15 | GOOGL | Alphabet Inc. | 1.40% |
| 16 | AAPL | Apple Inc. | 1.39% |
| 17 | SYK | Stryker Corporation | 1.38% |
| 18 | MA | Mastercard Incorporated | 1.37% |
| 19 | ETN | Eaton Corporation plc | 1.36% |
| 20 | AMZN | Amazon.com, Inc. | 1.35% |
| 21 | MCD | McDonald's Corporation | 1.35% |
| 22 | MSFT | Microsoft Corporation | 1.34% |
| 23 | V | Visa Inc. | 1.33% |
| 24 | META | Meta Platforms, Inc. | 1.31% |
| 25 | MMM | 3M Company | 1.30% |
| View JEPI holdings | |||
| SPY - State Street SPDR S&P 500 ETF | |||
|---|---|---|---|
| No. | Symbol | Name | Weight |
| 1 | NVDA | NVIDIA Corporation | 7.50% |
| 2 | AAPL | Apple Inc. | 6.68% |
| 3 | MSFT | Microsoft Corporation | 5.14% |
| 4 | AMZN | Amazon.com, Inc. | 3.48% |
| 5 | GOOGL | Alphabet Inc. | 3.03% |
| 6 | AVGO | Broadcom Inc. | 2.54% |
| 7 | META | Meta Platforms, Inc. | 2.44% |
| 8 | GOOG | Alphabet Inc. | 2.42% |
| 9 | TSLA | Tesla, Inc. | 1.89% |
| 10 | BRK.B | Berkshire Hathaway Inc. | 1.51% |
| 11 | JPM | JPMorgan Chase & Co. | 1.40% |
| 12 | LLY | Eli Lilly and Company | 1.37% |
| 13 | XOM | Exxon Mobil Corporation | 1.10% |
| 14 | JNJ | Johnson & Johnson | 1.02% |
| 15 | WMT | Walmart Inc. | 0.96% |
| 16 | V | Visa Inc. | 0.93% |
| 17 | COST | Costco Wholesale Corporation | 0.77% |
| 18 | MA | Mastercard Incorporated | 0.74% |
| 19 | MU | Micron Technology, Inc. | 0.73% |
| 20 | NFLX | Netflix, Inc. | 0.71% |
| 21 | ABBV | AbbVie Inc. | 0.71% |
| 22 | PG | The Procter & Gamble Company | 0.64% |
| 23 | HD | The Home Depot, Inc. | 0.63% |
| 24 | CVX | Chevron Corporation | 0.61% |
| 25 | GE | GE Aerospace | 0.60% |
| View SPY holdings | |||