Compare ETFs: JEPI vs. SPY
JEPI
SPY
Comparison
Average Return
In the past year, JEPI returned a total of 6.06%, which is significantly lower than SPY's 14.10% return. These numbers are adjusted for stock splits and include dividends.
Top 25 Holdings
| JEPI - JPMorgan Equity Premium Income ETF | |||
|---|---|---|---|
| No. | Symbol | Name | Weight |
| 1 | MA | Mastercard Incorporated | 1.74% |
| 2 | V | Visa Inc. | 1.73% |
| 3 | TT | Trane Technologies plc | 1.69% |
| 4 | PGR | The Progressive Corporation | 1.64% |
| 5 | MSFT | Microsoft Corporation | 1.59% |
| 6 | NOW | ServiceNow, Inc. | 1.58% |
| 7 | META | Meta Platforms, Inc. | 1.56% |
| 8 | AMZN | Amazon.com, Inc. | 1.56% |
| 9 | ABBV | AbbVie Inc. | 1.51% |
| 10 | ORCL | Oracle Corporation | 1.48% |
| 11 | SO | The Southern Company | 1.48% |
| 12 | NVDA | NVIDIA Corporation | 1.47% |
| 13 | ADI | Analog Devices, Inc. | 1.45% |
| 14 | SYK | Stryker Corporation | 1.36% |
| 15 | ROST | Ross Stores, Inc. | 1.36% |
| 16 | NEE | NextEra Energy, Inc. | 1.35% |
| 17 | LOW | Lowe's Companies, Inc. | 1.32% |
| 18 | MCD | McDonald's Corporation | 1.31% |
| 19 | ETN | Eaton Corporation plc | 1.31% |
| 20 | YUM | Yum! Brands, Inc. | 1.29% |
| 21 | WMT | Walmart Inc. | 1.27% |
| 22 | PEP | PepsiCo, Inc. | 1.27% |
| 23 | JNJ | Johnson & Johnson | 1.26% |
| 24 | CMCSA | Comcast Corporation | 1.24% |
| 25 | MDLZ | Mondelez International, Inc. | 1.21% |
| View JEPI holdings | |||
| SPY - SPDR S&P 500 ETF Trust | |||
|---|---|---|---|
| No. | Symbol | Name | Weight |
| 1 | MSFT | Microsoft Corporation | 6.73% |
| 2 | AAPL | Apple Inc. | 6.38% |
| 3 | NVDA | NVIDIA Corporation | 6.07% |
| 4 | AMZN | Amazon.com, Inc. | 3.97% |
| 5 | META | Meta Platforms, Inc. | 2.82% |
| 6 | AVGO | Broadcom Inc. | 2.09% |
| 7 | BRK.B | Berkshire Hathaway Inc. | 1.90% |
| 8 | GOOGL | Alphabet Inc. | 1.86% |
| 9 | TSLA | Tesla, Inc. | 1.80% |
| 10 | GOOG | Alphabet Inc. | 1.52% |
| 11 | JPM | JPMorgan Chase & Co. | 1.47% |
| 12 | V | Visa Inc. | 1.23% |
| 13 | LLY | Eli Lilly and Company | 1.20% |
| 14 | XOM | Exxon Mobil Corporation | 0.96% |
| 15 | NFLX | Netflix, Inc. | 0.96% |
| 16 | MA | Mastercard Incorporated | 0.95% |
| 17 | COST | Costco Wholesale Corporation | 0.91% |
| 18 | WMT | Walmart Inc. | 0.85% |
| 19 | PG | The Procter & Gamble Company | 0.76% |
| 20 | HD | The Home Depot, Inc. | 0.75% |
| 21 | JNJ | Johnson & Johnson | 0.75% |
| 22 | UNH | UnitedHealth Group Incorporated | 0.70% |
| 23 | ABBV | AbbVie Inc. | 0.68% |
| 24 | BAC | Bank of America Corporation | 0.58% |
| 25 | CRM | Salesforce, Inc. | 0.56% |
| View SPY holdings | |||