Compare ETFs: JEPI vs. SPY
JEPI
SPY
JEPI
SPY
Comparison
Average Return
In the past year, JEPI returned a total of 9.82%, which is slightly lower than SPY's 11.79% return. Over the past 5 years, JEPI has had annualized average returns of 7.49%, compared to 11.80% for SPY. These numbers are adjusted for stock splits and assume dividends are reinvested.
Top 25 Holdings
| JEPI - JPMorgan Equity Premium Income ETF | |||
|---|---|---|---|
| No. | Symbol | Name | Weight |
| 1 | MA | Mastercard Incorporated | 2.02% |
| 2 | V | Visa Inc. | 1.91% |
| 3 | AAPL | Apple Inc. | 1.90% |
| 4 | MSFT | Microsoft Corporation | 1.88% |
| 5 | NEE | NextEra Energy, Inc. | 1.83% |
| 6 | MMM | 3M Company | 1.81% |
| 7 | JIMXX | JPMorgan Prime Money Market IM | 1.80% |
| 8 | JNJ | Johnson & Johnson | 1.78% |
| 9 | AMZN | Amazon.com, Inc. | 1.77% |
| 10 | COST | Costco Wholesale Corporation | 1.76% |
| 11 | PM | Philip Morris International Inc. | 1.72% |
| 12 | ABBV | AbbVie Inc. | 1.72% |
| 13 | EOG | EOG Resources, Inc. | 1.70% |
| 14 | NVDA | NVIDIA Corporation | 1.66% |
| 15 | AVGO | Broadcom Inc. | 1.64% |
| 16 | LOW | Lowe's Companies, Inc. | 1.62% |
| 17 | META | Meta Platforms, Inc. | 1.62% |
| 18 | TT | Trane Technologies plc | 1.61% |
| 19 | GOOGL | Alphabet Inc. | 1.42% |
| 20 | MDLZ | Mondelez International, Inc. | 1.36% |
| 21 | RTX | RTX Corporation | 1.25% |
| 22 | ROST | Ross Stores, Inc. | 1.24% |
| 23 | HWM | Howmet Aerospace Inc. | 1.24% |
| 24 | ETN | Eaton Corporation plc | 1.20% |
| 25 | ECL | Ecolab Inc. | 1.18% |
| View JEPI holdings | |||
| SPY - State Street SPDR S&P 500 ETF | |||
|---|---|---|---|
| No. | Symbol | Name | Weight |
| 1 | AAPL | Apple Inc. | 7.60% |
| 2 | NVDA | NVIDIA Corporation | 7.52% |
| 3 | MSFT | Microsoft Corporation | 5.79% |
| 4 | AMZN | Amazon.com, Inc. | 3.71% |
| 5 | GOOGL | Alphabet Inc. | 2.52% |
| 6 | AVGO | Broadcom Inc. | 2.36% |
| 7 | META | Meta Platforms, Inc. | 2.06% |
| 8 | GOOG | Alphabet Inc. | 2.03% |
| 9 | TSLA | Tesla, Inc. | 1.75% |
| 10 | LLY | Eli Lilly and Company | 1.74% |
| 11 | BRK.B | Berkshire Hathaway Inc. | 1.59% |
| 12 | MU | Micron Technology, Inc. | 1.45% |
| 13 | JPM | JPMorgan Chase & Co. | 1.39% |
| 14 | AMD | Advanced Micro Devices, Inc. | 1.17% |
| 15 | XOM | ExxonMobil Holdings Corporation | 1.14% |
| 16 | V | Visa Inc. | 1.12% |
| 17 | JNJ | Johnson & Johnson | 1.00% |
| 18 | WMT | Walmart Inc. | 0.88% |
| 19 | MA | Mastercard Incorporated | 0.82% |
| 20 | ABBV | AbbVie Inc. | 0.79% |
| 21 | COST | Costco Wholesale Corporation | 0.71% |
| 22 | CVX | Chevron Corporation | 0.69% |
| 23 | PLTR | Palantir Technologies Inc. | 0.63% |
| 24 | CSCO | Cisco Systems, Inc. | 0.62% |
| 25 | PG | The Procter & Gamble Company | 0.59% |
| View SPY holdings | |||