Data as of Sep 4, 2026. Both funds on the fields they both publish, from the same sources.

ETFIQetfiq.com · independent ETF data

FEPI vs SPY

REX FANG & Innovation Equity Premium Income ETF and SPDR S&P 500 ETF Trust.

What they hold in common

By the books each fund has filed, FEPI and SPY hold 36% of their money in the same securities at the same weight.

Positions FEPI and SPY both hold, largest shared weight first
HoldingFEPISPY
NVIDIA CORPORATION7.76%7.52%
APPLE INC.5.14%6.59%
MICROSOFT CORPORATION5.19%4.30%
AMAZON.COM, INC.5.21%3.62%
ALPHABET INC.8.83%3.25%
BROADCOM INC.8.05%2.77%
MICRON TECHNOLOGY, INC.8.91%2.02%
META PLATFORMS, INC.5.14%1.92%
TESLA, INC.7.47%1.84%
ADVANCED MICRO DEVICES, INC.9.98%1.47%
INTEL CORPORATION5.24%1.02%
NETFLIX, INC.5.16%0.47%
Largest positions each one holds and the other does not
Only in FEPIOnly in SPY
United States of America 2.42%Alphabet, Inc. 2.59%
Eli Lilly & Co. 1.47%
Berkshire Hathaway, Inc. 1.42%
JPMorgan Chase & Co. 1.36%
Johnson & Johnson 0.95%
Applied Materials, Inc. 0.89%
Visa, Inc. 0.88%
Exxon Mobil Corp. 0.88%

Weight overlap is an ETFIQ calculation: for every security both funds hold, the smaller of the two weights, summed. Above 50%, holding both is close to holding one of them twice. Holdings as filed for Apr 30, 2026 and Jun 30, 2026.

FEPI and SPY on the fields both publish, as of Sep 4, 2026. Source: ETFIQ.
FEPI
REX FANG & Innovation Equity Premium Income ETF
SPY
SPDR S&P 500 ETF Trust
Where it sitsIncome deskCore fund
IssuerREXState Street
What it iscovered call, vs QQQS&P 500, book from IVV
Total return, 1 year+17.8%+20.0%
S&P 500 over the same days+25.6%+20.0%
Gap to the S&P 500−7.8 pts+0.0 pts
Cash paid, 1 year23.2%not an income fund
Expense ratio0.65%not published
Holdingsn/a504

FEPI in plain words

Over the year to Sep 4, 2026, FEPI paid 23.2% of its starting value in cash distributions while its price fell 7.5%. With every distribution reinvested, the fund returned +17.8%. Nasdaq-100 (QQQ), used as the innovation proxy returned +25.6% over the same days, so a holder was behind by 7.8 pts. At its price on Sep 4, 2026 the latest distribution annualises to 25.1%, paid weekly.

SPY in plain words

SPY is a index equity fund tracking S&P 500, book from IVV. Over the year to Sep 4, 2026 it returned +20.0% with distributions reinvested, against +20.0% for the S&P 500 and +25.6% for the Nasdaq-100. By its holdings filed for Jun 30, 2026, 100% of the fund by weight is stocks the S&P 500 also holds, across 504 positions, with the top ten at 36.4%.

Questions people ask

Which returned more over the last year, FEPI or SPY?
In the year to Sep 4, 2026, with distributions reinvested, FEPI returned +17.8% and SPY returned +20.0%, so SPY returned more. One year is one year; the longer windows are in the table.
Are FEPI and SPY the same kind of fund?
No. FEPI is an option-income ETF and SPY is an index ETF, so they are built for different jobs. The table compares what both publish: return, cost and what each actually holds.

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Where these figures came from

ETFIQ links to the documents behind every figure. It is not affiliated with any issuer, and a link is not an endorsement.

FEPI against SPY, ETFIQ, data as of Sep 4, 2026. Every figure is arithmetic on a named public source; the method is at etfiq.com/methodology. A comparison is not a recommendation.

Cite this page. ETFIQ, FEPI against SPY, data as of Sep 4, 2026. https://etfiq.com/compare/any/FEPI-SPY.html Free to use with attribution; the underlying files are at Open data.

A comparison is not a recommendation. Standards and sources