SPDvsJEPQETF Comparison
VS
Simplify US Equity PLUS Downside Convexity ETF (SPD) and JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) 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 JEPQ. SPD is up 7.2% year-to-date (YTD) with -$21M in YTD flows. JEPQ performs better with 12.35% YTD performance, and +$10.26B in YTD flows. Run a side-by-side ETF comparison of SPD and JEPQ below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.
Find out how industry players manage ETF portfolios. Discover our library of Model portfolios
SPD vs JEPQ 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 JEPQ | -0.09%-1.39% | +2.44%+6.83% | +7.20%+12.35% | +3.71%+13.72% | +70.10%+82.42% | +40.50%n/a |
| Flows | SPD JEPQ | +$1M+$1.04B | -$4M+$3.47B | -$21M+$10.26B | -$1M+$11.48B | -$24M+$33.34B | -$176M- |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | SPD JEPQ | +14.15%+14.25% | +13.41%+15.22% | +17.22%+15.78% | +16.34%n/a |
| Max drawdown | SPD JEPQ | -4.79%-4.67% | -11.92%-8.85% | -14.87%-20.17% | -26.93%n/a |
| Max drawdown duration | SPD JEPQ | 75d20d | 185d76d | 98d169d | 897dn/a |
Trading data
SPD | JEPQ | |
Last sale 10/27/2026 at 1:30 PM | $41.69 | $59.70 |
| Previous close 10/27/2026 | $41.36 | $59.02 |
| Consolidated volume 10/27/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Advertisement
Main metrics
Last update 10/27/2026 at 1:30 PM
Live
Closed
SPD | JEPQ | |
|---|---|---|
| Last price | $41.69 | $59.70 |
| 1D performance | +0.80% | +1.15% |
| AuM | $102.01 M | $43.90 B |
| E/R | 0.53% | 0.35% |
Characteristics
SPD | JEPQ | |
|---|---|---|
| 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 3, 2022 |
| ESG | No | No |
Advertisement
Exposure
Countries
SPD
Data will be available soon
JEPQ
Data will be available soon
Sectors
SPD
Data will be available soon
JEPQ
Data will be available soon
Advertisement
Diversification
SPD
Data will be available soon
JEPQ
Data will be available soon
Top 15 holdings
Data as of January 1, 1970
SPD
Data will be available soon
JEPQ
Data will be available soon
Frequently asked questions about SPD and JEPQ
How have the SPD and JEPQ ETFs performed in 2026?
As of October 27, 2026, SPD is up 7.2% year-to-date (YTD), while JEPQ has returned 12.35%. That puts JEPQ better performer ahead so far this year.
Which ETF is attracting more investor money: SPD or JEPQ?
Year-to-date, the SPD ETF saw -$21M in flows, compared to +$10.26B for JEPQ.
Which ETF is more volatile: SPD or JEPQ?
Over the past year, SPD had a volatility of 13.41%, while JEPQ experienced 15.22%.
Which ETF is bigger: SPD or JEPQ?
As of October 27, 2026, SPD holds $102.01 M in assets under management (AUM), while JEPQ manages $43.90 B.
Advertisement
Latest news about SPD & JEPQ
How Covered Call ETFs Evolved Through the Years
August 12, 2026
JEPQ
4 Ways to Generate Income with ETFs
October 17, 2025
JEPQ
ETF Comparison: JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) Versus NEOS Nasdaq 100 High Income ETF (QQQI)
August 7, 2025
JEPQ
Notable ETF Filings Recap: May 2024
June 4, 2024
JEPQ
Advertisement
Direxion Plans to Launch 1.5x Leveraged Versions of JEPI and JEPQ
April 19, 2024
JEPQ
Direxion Plans to Launch 1.5x Leveraged Versions of JEPI and JEPQ
April 19, 2024
JEPQ
Hedging tail risk: ETFs with crash protection
September 8, 2022
SPD
Advertisement
