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JEPI vs. SPY Stock Comparison
Updated: November 13, 2026
Compare JPMorgan Equity Premium Income ETF (JEPI) and State Street SPDR S&P 500 ETF (SPY) across key metrics, including the price chart below of performance, as well as a side-by-side comparison of dividend metrics, sector breakdowns, top holdings, total returns, costs, and more. Check out our stock comparison tool to compare stocks instead.
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JEPI
$58.04
SPY
$757.12
| Add stock | Add stock | Add stock | |||
|---|---|---|---|---|---|
Basics | |||||
| Name | JPMorgan Equity Premium Income ETF | State Street SPDR S&P 500 ETF | |||
| Price | $58.04 | $757.12 | |||
| Category | Unclassified | US Equity | |||
| Expense ratio | 0.35% | 0.09% | |||
| Assets | 46,802,411 | 777,931,939 | |||
| Beta | 0.43 | 1.01 | |||
Dividends | |||||
| Dividend | $4.56 | $7.58 | |||
| Yield | 7.86% | 1.00% | |||
| Frequency | Monthly | Quarterly | |||
| Payout ratio | 159.59% | 24.46% | |||
| Dividend CAGR (3y) | -2.89% | 5.22% | |||
| Dividend CAGR (5y) | |||||
| Dividend CAGR (10y) | |||||
Total returns | |||||
| YTD | 7.86% | 8.68% | |||
| 1y | 10.05% | 10.74% | |||
| 3y | 10.50% | 20.85% | |||
| 5y | 7.46% | 10.37% | |||
| 10y | – | 15.17% | |||
| 1y volatility | 8.61% | 13.24% | |||
| 3y volatility | 8.10% | 12.44% | |||
| Sharpe ratio | 0.86 | 1.38 | |||
Sector breakdown | |||||
| Communication services | 7.81% | 8.82% | |||
| Consumer discretionary | 11.05% | 9.54% | |||
| Consumer staples | 10.65% | 5.25% | |||
| Energy | 3.42% | 3.55% | |||
| Financials | 12.10% | 12.77% | |||
| Healthcare | 14.20% | 10.56% | |||
| Industrials | 13.74% | 8.14% | |||
| Materials | – | – | |||
| Real estate | 2.28% | 1.90% | |||
| Technology | 17.17% | 35.54% | |||
| Utilities | 5.92% | 2.15% | |||
| Cash & others | – | – |
| Add stock | Add stock | Add stock | |||||||
|---|---|---|---|---|---|---|---|---|---|
Basics | |||||||||
| Name | JPMorgan Equity Premium Income ETF | State Street SPDR S&P 500 ETF | |||||||
| Price | $58.04 | $757.12 | |||||||
| Category | Unclassified | US Equity | |||||||
| Expense ratio | 0.35% | 0.09% | |||||||
| Assets | 46,802,411 | 777,931,939 | |||||||
| Beta | 0.43 | 1.01 | |||||||
Dividends | |||||||||
| Dividend | $4.56 | $7.58 | |||||||
| Yield | 7.86% | 1.00% | |||||||
| Frequency | Monthly | Quarterly | |||||||
| Payout ratio | 159.59% | 24.46% | |||||||
| Dividend CAGR (3y) | -2.89% | 5.22% | |||||||
| Dividend CAGR (5y) | |||||||||
| Dividend CAGR (10y) | |||||||||
Total returns | |||||||||
| YTD | 7.86% | 8.68% | |||||||
| 1y | 10.05% | 10.74% | |||||||
| 3y | 10.50% | 20.85% | |||||||
| 5y | 7.46% | 10.37% | |||||||
| 10y | – | 15.17% | |||||||
| 1y volatility | 8.61% | 13.24% | |||||||
| 3y volatility | 8.10% | 12.44% | |||||||
| Sharpe ratio | 0.86 | 1.38 | |||||||
Sector breakdown | |||||||||
| Communication services | 7.81% | 8.82% | |||||||
| Consumer discretionary | 11.05% | 9.54% | |||||||
| Consumer staples | 10.65% | 5.25% | |||||||
| Energy | 3.42% | 3.55% | |||||||
| Financials | 12.10% | 12.77% | |||||||
| Healthcare | 14.20% | 10.56% | |||||||
| Industrials | 13.74% | 8.14% | |||||||
| Materials | – | – | |||||||
| Real estate | 2.28% | 1.90% | |||||||
| Technology | 17.17% | 35.54% | |||||||
| Utilities | 5.92% | 2.15% | |||||||
| Cash & others | – | – | |||||||
Top 10 holdings
JEPI
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