Compare ETFs: JEPI vs. SPY
JEPI
SPY
Comparison
Average Return
In the past year, JEPI returned a total of 7.63%, which is lower than SPY's 11.46% return. Over the past 5 years, JEPI has had annualized average returns of 11.66%, compared to 16.07% 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 | ORCL | Oracle Corporation | 1.81% |
| 2 | MA | Mastercard Incorporated | 1.70% |
| 3 | V | Visa Inc. | 1.70% |
| 4 | META | Meta Platforms, Inc. | 1.63% |
| 5 | MSFT | Microsoft Corporation | 1.63% |
| 6 | TT | Trane Technologies plc | 1.57% |
| 7 | AMZN | Amazon.com, Inc. | 1.54% |
| 8 | NVDA | NVIDIA Corporation | 1.53% |
| 9 | PGR | The Progressive Corporation | 1.51% |
| 10 | ABBV | AbbVie Inc. | 1.47% |
| 11 | SO | The Southern Company | 1.46% |
| 12 | ADI | Analog Devices, Inc. | 1.46% |
| 13 | NOW | ServiceNow, Inc. | 1.42% |
| 14 | NEE | NextEra Energy, Inc. | 1.37% |
| 15 | BMY | Bristol-Myers Squibb Company | 1.36% |
| 16 | JNJ | Johnson & Johnson | 1.34% |
| 17 | ETN | Eaton Corporation plc | 1.29% |
| 18 | PEP | PepsiCo, Inc. | 1.29% |
| 19 | EMR | Emerson Electric Co. | 1.29% |
| 20 | YUM | Yum! Brands, Inc. | 1.29% |
| 21 | SYK | Stryker Corporation | 1.28% |
| 22 | LOW | Lowe's Companies, Inc. | 1.28% |
| 23 | CMCSA | Comcast Corporation | 1.28% |
| 24 | ROST | Ross Stores, Inc. | 1.26% |
| 25 | WMT | Walmart Inc. | 1.26% |
| View JEPI holdings | |||
| SPY - SPDR S&P 500 ETF Trust | |||
|---|---|---|---|
| No. | Symbol | Name | Weight |
| 1 | MSFT | Microsoft Corporation | 6.86% |
| 2 | NVDA | NVIDIA Corporation | 6.83% |
| 3 | AAPL | Apple Inc. | 5.83% |
| 4 | AMZN | Amazon.com, Inc. | 3.93% |
| 5 | META | Meta Platforms, Inc. | 2.97% |
| 6 | AVGO | Broadcom Inc. | 2.31% |
| 7 | GOOGL | Alphabet Inc. | 2.02% |
| 8 | TSLA | Tesla, Inc. | 1.78% |
| 9 | BRK.B | Berkshire Hathaway Inc. | 1.75% |
| 10 | GOOG | Alphabet Inc. | 1.65% |
| 11 | JPM | JPMorgan Chase & Co. | 1.46% |
| 12 | V | Visa Inc. | 1.26% |
| 13 | LLY | Eli Lilly and Company | 1.24% |
| 14 | NFLX | Netflix, Inc. | 1.02% |
| 15 | MA | Mastercard Incorporated | 0.94% |
| 16 | XOM | Exxon Mobil Corporation | 0.93% |
| 17 | COST | Costco Wholesale Corporation | 0.86% |
| 18 | WMT | Walmart Inc. | 0.81% |
| 19 | PG | The Procter & Gamble Company | 0.74% |
| 20 | JNJ | Johnson & Johnson | 0.73% |
| 21 | HD | The Home Depot, Inc. | 0.70% |
| 22 | ABBV | AbbVie Inc. | 0.66% |
| 23 | BAC | Bank of America Corporation | 0.58% |
| 24 | ORCL | Oracle Corporation | 0.56% |
| 25 | UNH | UnitedHealth Group Incorporated | 0.56% |
| View SPY holdings | |||