Compare ETFs: JEPI vs. SPY
JEPI
SPY
Comparison
Average Return
In the past year, JEPI returned a total of 8.07%, which is significantly lower than SPY's 24.76% return. Over the past 5 years, JEPI has had annualized average returns of 7.46%, compared to 13.37% 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 | ROST | Ross Stores, Inc. | 1.72% |
| 2 | EOG | EOG Resources, Inc. | 1.60% |
| 3 | HWM | Howmet Aerospace Inc. | 1.60% |
| 4 | JNJ | Johnson & Johnson | 1.59% |
| 5 | ABBV | AbbVie Inc. | 1.58% |
| 6 | AAPL | Apple Inc. | 1.56% |
| 7 | NVDA | NVIDIA Corporation | 1.55% |
| 8 | GOOGL | Alphabet Inc. | 1.53% |
| 9 | TT | Trane Technologies plc | 1.50% |
| 10 | AMZN | Amazon.com, Inc. | 1.49% |
| 11 | NEE | NextEra Energy, Inc. | 1.47% |
| 12 | ETN | Eaton Corporation plc | 1.46% |
| 13 | PM | Philip Morris International Inc. | 1.43% |
| 14 | MMM | 3M Company | 1.40% |
| 15 | MDLZ | Mondelez International, Inc. | 1.40% |
| 16 | V | Visa Inc. | 1.35% |
| 17 | RTX | RTX Corporation | 1.35% |
| 18 | CDNS | Cadence Design Systems, Inc. | 1.35% |
| 19 | MSFT | Microsoft Corporation | 1.34% |
| 20 | YUM | Yum! Brands, Inc. | 1.34% |
| 21 | LOW | Lowe's Companies, Inc. | 1.34% |
| 22 | AVGO | Broadcom Inc. | 1.32% |
| 23 | AXP | American Express Company | 1.31% |
| 24 | VRTX | Vertex Pharmaceuticals Incorporated | 1.31% |
| 25 | PEP | PepsiCo, Inc. | 1.30% |
| View JEPI holdings | |||
| SPY - State Street SPDR S&P 500 ETF | |||
|---|---|---|---|
| No. | Symbol | Name | Weight |
| 1 | NVDA | NVIDIA Corporation | 7.84% |
| 2 | AAPL | Apple Inc. | 6.83% |
| 3 | MSFT | Microsoft Corporation | 4.56% |
| 4 | AMZN | Amazon.com, Inc. | 3.71% |
| 5 | GOOGL | Alphabet Inc. | 3.30% |
| 6 | AVGO | Broadcom Inc. | 2.88% |
| 7 | GOOG | Alphabet Inc. | 2.65% |
| 8 | META | Meta Platforms, Inc. | 1.96% |
| 9 | TSLA | Tesla, Inc. | 1.77% |
| 10 | MU | Micron Technology, Inc. | 1.76% |
| 11 | LLY | Eli Lilly and Company | 1.45% |
| 12 | BRK.B | Berkshire Hathaway Inc. | 1.40% |
| 13 | JPM | JPMorgan Chase & Co. | 1.33% |
| 14 | AMD | Advanced Micro Devices, Inc. | 1.25% |
| 15 | XOM | Exxon Mobil Corporation | 0.96% |
| 16 | JNJ | Johnson & Johnson | 0.90% |
| 17 | INTC | Intel Corporation | 0.86% |
| 18 | V | Visa Inc. | 0.84% |
| 19 | WMT | Walmart Inc. | 0.83% |
| 20 | CSCO | Cisco Systems, Inc. | 0.76% |
| 21 | LRCX | Lam Research Corporation | 0.71% |
| 22 | AMAT | Applied Materials, Inc. | 0.69% |
| 23 | COST | Costco Wholesale Corporation | 0.68% |
| 24 | CAT | Caterpillar Inc. | 0.66% |
| 25 | ABBV | AbbVie Inc. | 0.63% |
| View SPY holdings | |||