Compare ETFs

Compare covered call ETFs with the same benchmark side by side

Step 1: Select Benchmark

Step 2: Select ETFs to Compare

JEPI

JPMorgan Equity Premium Income ETF

S&P 500Inception: May 20, 2020

6.3

Overall Score

SPYI

NEOS S&P 500 High Income ETF

S&P 500Inception: Aug 30, 2022

6.2

Overall Score

CriteriaJEPISPYI
Overall Score
6.3
6.2
Total Return (25%)
5.4
7.2
Downside Protection (25%)
7.7
5.3
Upside Participation (25%)
6.3
7.5
Consistency (15%)
4.5
4.3
Expense Ratio (5%)
8.1
4.0
Liquidity (5%)
8.9
7.4
🔒

Compare Across All Time Windows

Since Inception

3 Years

Pro only

1 Year

Pro only

3 Months

Pro only

Upgrade to Pro — $34/month

Key Metrics

MetricJEPISPYI
Expense Ratio0.350%0.680%
Inception DateMay 20, 2020Aug 30, 2022
IssuerJPMorganNEOS
Distribution FrequencyMonthlyMonthly
Maturity Rating5/5 stars3/5 stars

Verdicts

JEPI

The reference standard of the sector — not the highest performer but the most resilient

Investor Profile:

Income investor seeking stability and downside protection over maximum yield

SPYI

The optimal choice for taxable accounts — the Section 1256 tax advantage is underappreciated by the market

Investor Profile:

Investor in taxable accounts seeking tax-efficient income