Screener
SPIN vs JEPQ
State Street US Equity Premium Income ETF vs JPMorgan Nasdaq Equity Premium Income ETF
Key differences
- SPIN costs 0.10% less per year.
- JEPQ is significantly larger than SPIN — larger funds tend to be more liquid and less likely to close.
- SPIN is classified as alternative, while JEPQ is equity — different risk/return profiles.
- SPIN follows a option income strategy; JEPQ uses active selection.
Side-by-side comparison
| SPIN | JEPQ | |
|---|---|---|
| Annual cost (TER) | 0.25% | 0.35% |
| Fund size (AUM) | $55M | $37.7B |
| Since | 2024 | 2022 |
| Dividend yield | 7.77% | 10.43% |
| Asset class | alternative | equity |
| Region | north america | north america |
| Strategy | option income | active selection |
| CAGR 1Y | +20.2% | +30.2% |
| CAGR 3Y | N/A | +21.2% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | 1.13 |
| Volatility 1Y | 10.50% | 11.77% |
| Max drawdown | -16.85% | -20.07% |
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