JEPI vs DIVO.
JPMorgan Equity Premium Income ETF (Active — S&P 500 stocks + option premium) against Amplify CWP Enhanced Dividend Income ETF (Active — dividend stocks + tactical calls) — fees, long-horizon total returns, holdings overlap, and sector tilt, side by side.
| JEPI | DIVO | SPREAD | |
|---|---|---|---|
| YTD (cumulative) | +3.70% | — | — |
| 1Y CAGR | +8.94% | — | — |
| 3Y CAGR | +9.26% | — | — |
| 5Y CAGR | +7.39% | — | — |
| 10Y CAGR | — | — | — |
| Since inception CAGR | +11.3% | — | — |
Total return: dividend- and split-adjusted daily closes (distributions reinvested). Spread is JEPI minus DIVO. JEPI since-inception measured from first available bar May 21, 2020. Since-inception spans differ — compare that row with care.
| JEPI | DIVO | |
|---|---|---|
| Name | JPMorgan Equity Premium Income ETF | Amplify CWP Enhanced Dividend Income ETF |
| Category | Derivative Income | Derivative Income |
| Style | Active | Active |
| Expense ratio | 0.35% | 0.56% |
| Assets (AUM) | $44.7B | $7.2B |
| Dividend yield | 8.11% | 2.26% |
| Avg volume (3-mo) | 5.4M | 844K |
| Inception | May 20, 2020 | December 13, 2016 |
| Benchmark proxy | S&P 500 | S&P 500 |
JEPI costs 0.21 pp less per year — about $21.00 per $10,000 invested.
| Shared holding | JEPI | DIVO | MIN |
|---|---|---|---|
| AAPLApple Inc | 1.52% | 5.10% | 1.52% |
Sum of min(weight in each fund) across shared tickers — the standard fund-overlap measure. Computed on the top 25 holdings each fund reports, so it is a lower bound; the coverage figures show how much of each fund those top holdings represent.