SPDvsJEPIETF Comparison
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Simplify US Equity PLUS Downside Convexity ETF (SPD) and JPMorgan Equity Premium Income ETF (JEPI) belong to the same industry segment: Options Strategies. SPD is more expensive with a Total Expense Ratio (TER) of 0.53%, versus 0.35% for JEPI. SPD is up 7.2% year-to-date (YTD) with -$21M in YTD flows. JEPI performs worse with 6.2% YTD performance, and +$4.38B in YTD flows. Run a side-by-side ETF comparison of SPD and JEPI below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.
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SPD vs JEPI performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 10/27/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | SPD JEPI | -0.09%+1.87% | +2.44%+2.10% | +7.20%+6.20% | +3.71%+7.56% | +70.10%+40.86% | +40.50%+42.97% |
| Flows | SPD JEPI | +$1M-$146M | -$4M+$279M | -$21M+$4.38B | -$1M+$4.96B | -$24M+$14.48B | -$176M+$41.36B |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | SPD JEPI | +14.15%+6.30% | +13.41%+8.09% | +17.22%+10.03% | +16.34%+11.15% |
| Max drawdown | SPD JEPI | -4.79%-3.20% | -11.92%-6.70% | -14.87%-13.24% | -26.93%-13.83% |
| Max drawdown duration | SPD JEPI | 75d63d | 185d156d | 98d180d | 897d420d |
Trading data
SPD | JEPI | |
Last sale 10/27/2026 at 1:30 PM | $41.69 | $57.23 |
| Previous close 10/27/2026 | $41.36 | $57.08 |
| Consolidated volume 10/27/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
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Main metrics
Last update 10/27/2026 at 1:30 PM
Live
Closed
SPD | JEPI | |
|---|---|---|
| Last price | $41.69 | $57.23 |
| 1D performance | +0.80% | +0.26% |
| AuM | $102.01 M | $45.92 B |
| E/R | 0.53% | 0.35% |
Characteristics
SPD | JEPI | |
|---|---|---|
| Management strategy | Active | Active |
| Provider | Simplify | J.P. Morgan Asset Management |
| Benchmark | - | - |
| N° of holdings | - | - |
| Asset class | - | - |
| Trailing 12m distribution yield | Join | Join |
| Inception date | September 3, 2020 | May 20, 2020 |
| ESG | No | No |
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Exposure
Countries
SPD
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JEPI
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Sectors
SPD
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JEPI
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Diversification
SPD
Data will be available soon
JEPI
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Top 15 holdings
Data as of January 1, 1970
SPD
Data will be available soon
JEPI
Data will be available soon
Frequently asked questions about SPD and JEPI
How have the SPD and JEPI ETFs performed in 2026?
As of October 27, 2026, SPD is up 7.2% year-to-date (YTD), while JEPI has returned 6.2%. That puts SPD better performer ahead so far this year.
Which ETF is attracting more investor money: SPD or JEPI?
Year-to-date, the SPD ETF saw -$21M in flows, compared to +$4.38B for JEPI.
Which ETF is more volatile: SPD or JEPI?
Over the past year, SPD had a volatility of 13.41%, while JEPI experienced 8.09%.
Which ETF is bigger: SPD or JEPI?
As of October 27, 2026, SPD holds $102.01 M in assets under management (AUM), while JEPI manages $45.92 B.
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