Keep tabs on your favorite ETFs with a personalized weekly tracker. Create a Watchlist now →
STXDvsJEPIETF Comparison
Strive 1000 Dividend Growth ETF (STXD) belongs to the US High Dividend segment. JPMorgan Equity Premium Income ETF (JEPI) is part of the Options Strategies segment. STXD's top 3 sector exposures are Information Technology, Financials and Health Care. In contrast, JEPI's top sector exposures are Information Technology, Health Care and Industrials. Both STXD and JEPI have the same Total Expense Ratio (TER) of 0.35%. STXD is down -2.59% year-to-date (YTD) with +$10M in YTD flows. JEPI performs better with 1.14% YTD performance, and +$2.24B in YTD flows. Run a side-by-side ETF comparison of STXD 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.
STXD vs JEPI performance and flow charts
Performance
Cumulative Flows
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | STXD JEPI | -4.10%-2.52% | -2.85%+0.94% | -2.59%+1.14% | +13.40%+9.73% | +50.33%+38.96% | n/a+53.78% |
| Flows | STXD JEPI | -+$1.40B | +$10M+$2.70B | +$10M+$2.24B | +$6M+$4.69B | +$38M+$20.19B | -+$42.82B |
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | STXD JEPI | +11.91%+8.07% | +15.93%+13.30% | +12.82%+10.10% | n/a+11.11% |
| Max drawdown | STXD JEPI | -5.81%-3.95% | -11.45%-10.88% | -14.68%-13.24% | n/a-13.83% |
| Max drawdown duration | STXD JEPI | 59d11d | 46d79d | 238d180d | n/a420d |
STXD | JEPI | |
Last sale 3/13/2026 at 1:30 PM | $35.98 | $57.09 |
| Previous close 03/12/2026 | $36.05 | $57.18 |
| Consolidated volume 03/12/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Create an account to view replication metrics
STXD | JEPI | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
STXD | JEPI | |
|---|---|---|
| Last price | $35.98 | $57.09 |
| 1D performance | -0.20% | -0.16% |
| AuM | $59.51 M | $43.75 B |
| E/R | 0.35% | 0.35% |
STXD | JEPI | |
|---|---|---|
| Management strategy | Passive | Active |
| Provider | Strive Asset Management | J.P. Morgan Asset Management |
| Benchmark | Bloomberg US 1000 Dividend Growth Index | - |
| N° of holdings | 195 | 107 |
| Asset class | Equities | - |
| Trailing 12m distribution yield | Join | Join |
| Inception date | November 10, 2022 | May 20, 2020 |
| ESG | No | No |
Countries
Sectors
Diversification
Total weight of top 15 holdings out of 15
Total weight of top 15 holdings out of 15
Top 15 holdings
How have the STXD and JEPI ETFs performed in 2026?
As of March 12, 2026, STXD is down -2.59% year-to-date (YTD), while JEPI has returned 1.14%. That puts JEPI better performer ahead so far this year.
Which ETF is attracting more investor money: STXD or JEPI?
Year-to-date, the STXD ETF saw +$10M in flows, compared to +$2.24B for JEPI.
Which ETF is more volatile: STXD or JEPI?
Over the past year, STXD had a volatility of 15.93%, while JEPI experienced 13.3%.
Which ETF is bigger: STXD or JEPI?
As of March 12, 2026, STXD holds $59.51 M in assets under management (AUM), while JEPI manages $43.75 B.
What sectors do the STXD and JEPI ETFs invest in?
STXD leans toward sectors like Information Technology, Financials and Health Care. Meanwhile, JEPI focuses on Information Technology, Health Care and Industrials.
What are the top holdings of the STXD ETF and JEPI ETF?
STXD top holdings include MICROSOFT-T, BROADCOM LIMITED and LILLY. JEPI holds in its top three: JOHNSON&JOHNSON, ALPHABET INC-CL and AMAZON.COM INC.
Which ETF is more diversified: STXD or JEPI?
STXD holds 201 securities with 42.2% of its assets in the top 15. JEPI has 109 securities and a top 15 weight of 23.17%.
4 Ways to Generate Income with ETFs
Fundstrat Capital’s Tom Lee is Launching an Income-Focused JEPI Competitor
ETF Strategies Explained for Dummies (With Examples)
3 Mistakes Beginner ETF Investors Make
3 Mistakes Beginner ETF Investors Make
Active Trader Report: Use of Leveraged & Inverse ETFs Way Up
Direxion partnered with Compound Insights and Vanda to explore what’s driving the evolution of active trading — and how active traders are using leveraged and inverse funds across equities, single stocks, commodities, and volatility.
