JEPQ vs SPYI — stock comparison tool

JEPQ currently yields 11.78% TTM versus SPYI at 13.01%. Use the calculator below to compare DRIP total returns and fundamentals side by side.

JEPQSPYI

Performance Comparison

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

JEPQ

SPYI

*Total Return = DRIP (price + reinvested dividends). Range: 2025-10-25 to 2026-10-25. 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)

JEPQ Total Returns by Year

Calendar-year total returns, including reinvested dividends

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SPYI Total Returns by Year

Calendar-year total returns, including reinvested dividends

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Best Total Return

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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)

Ticker	Period	Start $	End $	Dividends	Start Price	End Price	Shares	Return %

Current Data Comparison

Live fundamental metrics and analyst data

Metric

JEPQ$58.43

—

JPMorgan Nasdaq Equity Premium Income ETF

SPYI$52.64

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Neos S&P 500(R) High Income ETF

Dividend Information

Dividend Yield

11.78%

13.01%

Annual Dividend

$6.88

$6.85

Dividend Growth (5yr)

Years of Growth

ETF holdings & allocation

Side-by-side composition for each ETF in this comparison.

JEPQ

109 holdings

Technology60.95%

Communication Services12.64%

Consumer Cyclical10.46%

Consumer Defensive5.22%

Healthcare4.24%

Industrials3.90%

Utilities0.89%

Basic Materials0.79%

Financial Services0.38%

Energy0.35%

Real Estate0.18%

Cash & Others0.00%

Top 10 holdings

Name	Weight
NVDANVIDIA CORP COMMON STOCK	7.14%
AAPLAPPLE INC COMMON STOCK	6.96%
MSFTMICROSOFT CORP COMMON	5.51%
GOOGALPHABET INC-CL C -	4.64%
MUMICRON TECHNOLOGY INC	4.14%
AMZNAMAZON.COM INC COMMON	3.90%
AMDADVANCED MICRO DEVICES	3.42%
METAMETA PLATFORMS INC	2.77%
TSLATESLA INC COMMON STOCK	2.21%
WMTWALMART INC COMMON STOCK	1.93%
Top 10	42.62%

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

Name	Weight
NVDANVIDIA Corp	7.78%
AAPLApple Inc	7.67%
MSFTMicrosoft Corp	5.84%
AMZNAmazon.com Inc	3.71%
GOOGLAlphabet Inc	2.85%
AVGOBroadcom Inc	2.32%
GOOGAlphabet Inc	2.30%
METAMeta Platforms Inc	2.13%
Cash&OtherCash & Other	1.64%
TSLATesla Inc	1.59%
Top 10	37.83%

Overlap & differences

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

JEPQSharedSPYI

Overlap by weight

46%

Share of portfolio weight that appears in both funds.

# overlapping holdings

JEPQ: 49% also in SPYISPYI: 48% also in JEPQ

JEPQ: showing top 97 holdings by weight (of 109). Overlap counts use this top slice, not the full fund book.

Sector drift (JEPQ vs SPYI)

Left = heavier in JEPQ. Right = heavier in SPYI.

JEPQ overweight (left)SPYI overweight (right)

Search ticker

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Overlapping tickers


NVDA	Technology	Semiconductors	7.1%	7.8%	7.1%
AAPL	Technology	Consumer Electronics	7.0%	7.7%	7.0%
MSFT	Technology	Software - Infrastructure	5.5%	5.8%	5.5%
AMZN	Consumer Cyclical	Specialty Retail	3.9%	3.7%	3.7%
GOOG	Communication Services	Internet Content & Information	4.6%	2.3%	2.3%
META	Communication Services	Internet Content & Information	2.8%	2.1%	2.1%
AVGO	Technology	Semiconductors	1.9%	2.3%	1.9%
TSLA	Consumer Cyclical	Auto - Manufacturers	2.2%	1.6%	1.6%
MU	Technology	Semiconductors	4.1%	1.4%	1.4%
AMD	Technology	Semiconductors	3.4%	1.3%	1.3%

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