- JEPI, or the JPMorgan Equity Premium Income ETF, might sacrifice some return for enhanced income by investing in Equity-Linked-Notes. That hasn't stopped JEPI outperforming SPY in 2022!
- SPY, or the SPDR S&P 500 Trust ETF, is the largest ETF with close to $400b in assets. It is a core holding for many investors who like index-based ETFs.
- Along with CAGR and Yield differences, the two approaches also result in other differences that investors should be aware of and I will cover them.
- Both JEPI and SPY are excellent choices for their main goal for investors but now is a questionable time to be entering the market.
For further details see:
JEPI Vs. SPY: More Differences Than Just Yield And CAGR