Which paid more, JEPI or SDTY?

Over the year to Sep 4, 2026, JEPI paid 8.1% of its starting price in cash and SDTY paid 24.8%, so SDTY paid more. Cash paid is not the same as money made: the price change matters too.

Which returned more once distributions are counted, JEPI or SDTY?

With every distribution reinvested, JEPI returned +9.2% and SDTY returned +18.8% over the year to Sep 4, 2026, so SDTY returned more.

Which is cheaper, JEPI or SDTY?

JEPI charges 0.35% a year and SDTY charges 1.08%, so JEPI is cheaper. Fees come from each fund's prospectus.

Data as of Sep 4, 2026. Every figure is the income desk's own, on published data.

JEPI vs SDTY

Name: ETFIQ comparison of JEPI and SDTY
Creator: ETFIQ

JPMorgan Equity Premium Income ETF and YieldMax(R) S&P 500 0DTE Covered Call Strategy ETF, side by side on the income desk.

Open the live comparison on ETFIQ

JEPI and SDTY on the income desk fields, as of Sep 4, 2026. Source: ETFIQ.
	JEPI JPMorgan Equity Premium Income ETF	SDTY YieldMax(R) S&P 500 0DTE Covered Call Strategy ETF
Issuer	JPMorgan	YieldMax
Strategy	covered call	0DTE covered call
Benchmark	S&P 500 (SPY)	S&P 500 (SPY)
Pays	monthly	weekly
Payout rate, annualised	7.8%	20.9%
Expense ratio	0.35%	1.08%
Cash paid, 1 year	8.1%	24.8%
Price change, 1 year	+0.8%	−8.4%
Total return, 1 year	+9.2%	+18.8%
Benchmark return, 1 year	+20.0%	+20.0%
Ahead or behind	−10.7 pts	−1.2 pts
Return of capital, latest estimate	not published	43%
Age	2297 days	575 days

JEPI in plain words

Over the year to Sep 4, 2026, JEPI paid 8.1% of its starting value in cash distributions while its price rose 0.8%. With every distribution reinvested, the fund returned +9.2%. S&P 500 (SPY) returned +20.0% over the same days, so a holder was behind by 10.7 pts. At its price on Sep 4, 2026 the latest distribution annualises to 7.8%, paid monthly.

SDTY in plain words

Over the year to Sep 4, 2026, SDTY paid 24.8% of its starting value in cash distributions while its price fell 8.4%. With every distribution reinvested, the fund returned +18.8%. S&P 500 (SPY) returned +20.0% over the same days, so a holder was behind by 1.2 pts. At its price on Sep 4, 2026 the latest distribution annualises to 20.9%, paid weekly. YieldMax estimates that 43% of the distribution paid Sep 3, 2026 was a return of capital (19a-1 notice, estimated, a tax characterisation rather than a measure of erosion).

Questions people ask

Which paid more, JEPI or SDTY?: Over the year to Sep 4, 2026, JEPI paid 8.1% of its starting price in cash and SDTY paid 24.8%, so SDTY paid more. Cash paid is not the same as money made: the price change matters too.
Which returned more once distributions are counted, JEPI or SDTY?: With every distribution reinvested, JEPI returned +9.2% and SDTY returned +18.8% over the year to Sep 4, 2026, so SDTY returned more.
Which is cheaper, JEPI or SDTY?: JEPI charges 0.35% a year and SDTY charges 1.08%, so JEPI is cheaper. Fees come from each fund's prospectus.

Other comparisons

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

ETFIQ is an independent publisher of exchange-traded fund data. It is not a fund issuer, broker-dealer or investment adviser, and it makes no recommendations; every figure here is stated arithmetic on published data. Standards and sources