JPMorgan Equity Premium Income ETF JEPI | AMEX
SPDR S&P 500 ETF Trust SPY | AMEX
4.9-year Total Returns with DRIP & Price Chart for JEPI and SPY
JEPI vs SPY Returns
4.9-year Performance: Total Return (with DRIP), Diviendeds & Portfolio Value:
| JEPI | SPY | |
|---|---|---|
| Initial Balance | $10,000 | $10,000 |
| Initial Price | $49.94 | $294.88 |
| Initial Shares | 200.24 | 33.91 |
| Total Dividends | $5,732 | $1,055 |
| Last Dividend | $0.32765 | $1.96555 |
| Estimated Divs | $99 / month | $71 / quarter |
| Yield-on-Cost | 7.87% | 2.67% |
| End Shares | 301.8 (+101.56) | 36.32 (+2.41) |
| Last Shares Price | $56.68 | $555.66 |
| Total End Value | $17,106 | $20,183 |
| Total Return | +71.1% | +101.8% |
| Comparison start date: May 21, 2020 | ||
Dividend Payments & Dividend Yield Curve
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Price charts for JEPI and SPY.
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Projected Future Values & Dividends for JEPI & SPY
Based on past 4.9 years performance, JEPI had share price CAGR of +1.27%, and dividend CAGR of -1.10%.
During same period SPY had share price CAGR of +10.28%, and dividend CAGR of +6.18%.
Using these CAGR metrics, we can estimate that your initial $10,000 investment from 10 years ago, with dividends being reinvested (DRIP), should grow and collect dividends as follows:
| JEPI | SPY | |
|---|---|---|
| Start Value | $10,000 | $10,000 |
| Start Share Price | $56.68 | $555.66 |
| Start Shares | 176.43 | 18.00 |
| After 10 years: | JEPI | SPY |
| Final Share Count | 217.16 | 20.29 |
| Dividends Payment | $0.29 | $3.58 |
| Annual Dividends | $255 | $290 |
| Share Price | $63.52 | $1,340.73 |
| Total Dividends | $2,445 | $2,014 |
| Final Value | $13,794 | $27,200 |
Estimate Dividend Snowball and total future returns for JEPI and SPY with our dividend (DRIP) calculator.
Above numbers are merely projections based on Dividend and Price CAGR for each stock, and should only be considered as 'potential future returns'! These numbers assume DRIP (reinvesting dividends).
We cannot guarantee that your actual returns will meet these metrics.
