JEPI vs SPYI — stock comparison tool

JEPI currently yields 8.03% TTM versus SPYI at 13.01%. Use the calculator below to compare DRIP total returns and fundamentals side by side.

JEPISPYI
Performance Comparison
Total return with dividends reinvested (DRIP) from a $10,000 start — price + income.
JEPI
SPYI

*Total Return = DRIP (price + reinvested dividends). Range: 2025-10-24 to 2026-10-24. Legend ordered low → high.

Chart metrics: Total Return (%) · Price Return (%) · Portfolio Value ($) · Stock Price · Dividends (Annual) · Dividend Growth (%). Market Cap history is not available yet.

Calendar-year total returns

Side-by-side yearly performance for each ticker (adjusted close ≈ total return)

JEPI Total Returns by Year
Calendar-year total returns, including reinvested dividends
Adj. close

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SPYI Total Returns by Year
Calendar-year total returns, including reinvested dividends
Adj. close

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Best Total Return

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No data

Highest Dividend Income

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Best Avg Annual Return

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DRIP Simulation Summary
$10,000 initial investment with DRIP (live)
TickerPeriodStart $End $DividendsStart PriceEnd PriceSharesReturn %
Current Data Comparison
Live fundamental metrics and analyst data
Metric
JEPI$56.85
—

JPMorgan Equity Premium Income ETF

SPYI$52.64
—

Neos S&P 500(R) High Income ETF

Dividend Information

Dividend Yield
8.03%
13.01%
Annual Dividend
$4.56
$6.85
Dividend Growth (5yr)
-
-
Years of Growth
1
2
ETF holdings & allocation
Side-by-side composition for each ETF in this comparison.

JEPI

135 holdings
Cash & Others17.37%
Technology15.49%
Healthcare11.64%
Industrials10.09%
Financial Services9.71%
Consumer Cyclical8.72%
Consumer Defensive8.54%
Communication Services7.46%
Utilities4.63%
Energy3.13%
Real Estate1.92%
Basic Materials1.31%

Top 10 holdings

NameWeight
MSFTMICROSOFT CORP COMMON1.98%
AAPLAPPLE INC COMMON STOCK1.94%
MAMASTERCARD INC COMMON1.92%
AMZNAMAZON.COM INC COMMON1.90%
VVISA INC COMMON STOCK1.83%
NVDANVIDIA CORP COMMON STOCK1.83%
MMM3M CO COMMON STOCK USD1.78%
METAMETA PLATFORMS INC1.77%
ABBVABBVIE INC COMMON STOCK1.74%
EOGEOG RESOURCES INC COMMON1.70%
Top 1018.39%

SPYI

10 holdings
Technology39.07%
Financial Services11.53%
Communication Services9.72%
Healthcare9.58%
Consumer Cyclical9.18%
Industrials7.39%
Consumer Defensive4.66%
Energy3.72%
Utilities1.93%
Real Estate1.67%
Basic Materials1.53%
Cash & Others0.01%

Top 10 holdings

NameWeight
NVDANVIDIA Corp8.11%
AAPLApple Inc7.55%
MSFTMicrosoft Corp5.95%
AMZNAmazon.com Inc3.87%
GOOGLAlphabet Inc2.93%
AVGOBroadcom Inc2.41%
GOOGAlphabet Inc2.36%
METAMeta Platforms Inc2.29%
TSLATesla Inc1.64%
MUMicron Technology Inc1.54%
Top 1038.65%

Overlap & differences

Ticker overlap by weight, sector tilts, and where one fund is overweight. Open full tool

455545
JEPISharedSPYI

Overlap by weight

33%

Share of portfolio weight that appears in both funds.

# overlapping holdings

55

JEPI: 55% also in SPYISPYI: 55% also in JEPI

JEPI: showing top 100 holdings by weight (of 135). Overlap counts use this top slice, not the full fund book.

Sector drift (JEPI vs SPYI)

Left = heavier in JEPI. Right = heavier in SPYI.

JEPI overweight (left)SPYI overweight (right)
55 shown

Overlapping tickers

MSFT		2.0%6.0%2.0%
AAPL		1.9%7.5%1.9%
AMZN		1.9%3.9%1.9%
NVDA		1.8%8.1%1.8%
META		1.8%2.3%1.8%
GOOGL		1.7%2.9%1.7%
AVGO		1.6%2.4%1.6%
LLY		1.1%1.5%1.1%
AMD		1.0%1.4%1.0%
V		1.8%1.0%1.0%

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JEPI vs SPYI Dividend Comparison | DRIP Tool | Dividend Wealth