Compare ETFs: JEPI vs. SPY
JEPI
SPY
JEPI
SPY
Comparison
Average Return
In the past year, JEPI returned a total of 7.04%, which is significantly lower than SPY's 17.12% return. Over the past 5 years, JEPI has had annualized average returns of 7.22%, compared to 13.04% 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 | MSFT | Microsoft Corporation | 1.94% |
| 2 | AAPL | Apple Inc. | 1.93% |
| 3 | META | Meta Platforms, Inc. | 1.91% |
| 4 | AMZN | Amazon.com, Inc. | 1.87% |
| 5 | NVDA | NVIDIA Corporation | 1.87% |
| 6 | JNJ | Johnson & Johnson | 1.81% |
| 7 | MA | Mastercard Incorporated | 1.78% |
| 8 | GOOGL | Alphabet Inc. | 1.77% |
| 9 | TT | Trane Technologies plc | 1.71% |
| 10 | MMM | 3M Company | 1.70% |
| 11 | ABBV | AbbVie Inc. | 1.70% |
| 12 | NEE | NextEra Energy, Inc. | 1.66% |
| 13 | AVGO | Broadcom Inc. | 1.61% |
| 14 | EOG | EOG Resources, Inc. | 1.58% |
| 15 | V | Visa Inc. | 1.49% |
| 16 | LRCX | Lam Research Corporation | 1.49% |
| 17 | ETN | Eaton Corporation plc | 1.48% |
| 18 | LOW | Lowe's Companies, Inc. | 1.47% |
| 19 | PM | Philip Morris International Inc. | 1.38% |
| 20 | ROST | Ross Stores, Inc. | 1.29% |
| 21 | HWM | Howmet Aerospace Inc. | 1.28% |
| 22 | MDLZ | Mondelez International, Inc. | 1.28% |
| 23 | RTX | RTX Corporation | 1.23% |
| 24 | COST | Costco Wholesale Corporation | 1.21% |
| 25 | C | Citigroup Inc. | 1.21% |
| View JEPI holdings | |||
| SPY - State Street SPDR S&P 500 ETF | |||
|---|---|---|---|
| No. | Symbol | Name | Weight |
| 1 | NVDA | NVIDIA Corporation | 8.07% |
| 2 | AAPL | Apple Inc. | 7.51% |
| 3 | MSFT | Microsoft Corporation | 5.61% |
| 4 | AMZN | Amazon.com, Inc. | 3.73% |
| 5 | GOOGL | Alphabet Inc. | 3.09% |
| 6 | AVGO | Broadcom Inc. | 2.50% |
| 7 | GOOG | Alphabet Inc. | 2.47% |
| 8 | META | Meta Platforms, Inc. | 2.27% |
| 9 | MU | Micron Technology, Inc. | 1.67% |
| 10 | TSLA | Tesla, Inc. | 1.57% |
| 11 | JPM | JPMorgan Chase & Co. | 1.42% |
| 12 | BRK.B | Berkshire Hathaway Inc. | 1.42% |
| 13 | LLY | Eli Lilly and Company | 1.38% |
| 14 | AMD | Advanced Micro Devices, Inc. | 1.35% |
| 15 | XOM | ExxonMobil Holdings Corporation | 1.03% |
| 16 | JNJ | Johnson & Johnson | 0.99% |
| 17 | V | Visa Inc. | 0.93% |
| 18 | INTC | Intel Corporation | 0.82% |
| 19 | WMT | Walmart Inc. | 0.71% |
| 20 | ABBV | AbbVie Inc. | 0.71% |
| 21 | MA | Mastercard Incorporated | 0.69% |
| 22 | CSCO | Cisco Systems, Inc. | 0.66% |
| 23 | PLTR | Palantir Technologies Inc. | 0.61% |
| 24 | COST | Costco Wholesale Corporation | 0.60% |
| 25 | CVX | Chevron Corporation | 0.60% |
| View SPY holdings | |||