JEPI vs SVOL: Yield, Cost and Returns Compared
As of Nov 5, 2026, SVOL yields more: 22.79% (dividend yield) against 7.37% for JEPI. JEPI is cheaper to own at 0.35% a year vs 0.78%. Over the same 5 years (May 2021 to Oct 2026), JEPI returned 8.1% a year with distributions reinvested, and SVOL 8.0%.
JEPIJPMorgan Equity Premium Income ETF7.37%dividend yield| Compared | JEPI | SVOL |
|---|---|---|
| YieldDividend yield | 7.37% | 22.79% |
| Expense ratio | 0.35% | 0.78% |
| Total return, 1 yr | +9.6% | +11.6% |
| Total return, 3 yr (a year) | +11.5% | +8.2% |
| Total return, 5 yr (a year) | +7.4% | +7.1% |
| Worst drop since May 2021 | -13.0% | -18.5% |
| Share price since May 2021 | −4% | −39% |
| Pays | Monthly | Monthly |
| Issuer | JPMorgan | Simplify Asset Management |
| Assets | $46.2B | $500.2M |
| Started | 2020 | 2021 |
| Type | Derivative Income | Derivative Income |
Higher yield
SVOL
22.79%
Lower cost
JEPI
0.35%
Better total return
JEPI
8.1%/yr
Smaller worst drop
JEPI
-13.0%
Key facts: JEPI vs SVOL
Data as of · Source: SmarterDividends data
- As of Nov 5, 2026, JEPI yields 7.37% (dividend yield) and SVOL yields 22.79% (dividend yield).
- JEPI's expense ratio is 0.35% and SVOL's is 0.78%: $35 vs $78 a year on $10,000.
- From May 2021 to Oct 2026, $10,000 in JEPI grew to $15,211 (8.1% a year) and $10,000 in SVOL to $15,180 (8.0% a year), distributions reinvested.
- Their worst month-end drops over that time: -13.0% for JEPI and -18.5% for SVOL.
- 0 of JEPI's top ten holdings are also in SVOL's top ten.
Cite this page
SmarterDividends, "JEPI vs SVOL: Yield, Cost and Returns Compared," updated Nov 5, 2026, https://smarterdividends.com/compare/jepi-vs-svol
$10,000 in each, May 2021 to Oct 2026
Distributions reinvested, month-end values, with the S&P 500 for reference.
JEPI became
$15,211
8.1% a year
SVOL became
$15,180
8.0% a year
Year by year
| Year | JEPI | SVOL |
|---|---|---|
| 2025 | +8.1% | +2.4% |
| 2024 | +12.6% | +6.7% |
| 2023 | +9.8% | +23.0% |
| 2022 | −3.5% | −3.3% |
Total return each calendar year, distributions reinvested.
Top holdings
No overlap in the top ten.
JEPI
- MA Mastercard Inc Class A2.0%
- AAPL Apple Inc1.9%
- MSFT Microsoft Corp1.9%
- V Visa Inc Class A1.9%
- NEE NextEra Energy Inc1.8%
- JNJ Johnson & Johnson1.8%
- EOG EOG Resources Inc1.8%
- MMM 3M Co1.8%
- JIMXX JPMorgan Prime Money Market IM1.8%
- ABBV AbbVie Inc1.8%
SVOL
- QIS Simplify Multi-QIS Alternative ETF10.1%
- CTAP Simplify US Eq PLUS Mgd Futs Stgy ETF8.5%
- NMB Simplify National Muni Bond ETF7.4%
JEPI vs SVOL: questions
Is JEPI or SVOL better?
It depends on the job. SVOL pays more today (22.79% vs 7.37%), JEPI costs less, and JEPI has the better total return over May 2021 to Oct 2026, with JEPI holding up better in its worst stretch. For income, look at yield and whether the payouts hold up; for growth, total return and drawdowns.
Which pays a higher dividend, JEPI or SVOL?
SVOL, at 22.79% against 7.37% for JEPI as of Nov 5, 2026. On $10,000 that's about $2,279 vs $737 a year at today's rates.
Which has the better total return?
JEPI. From May 2021 to Oct 2026, it returned 8.1% a year with distributions reinvested, against 8.0% for SVOL. $10,000 became $15,211 vs $15,180.
Which is cheaper, JEPI or SVOL?
JEPI, with a 0.35% expense ratio against 0.78%.
Do JEPI and SVOL hold the same things?
Not at the top: none of their top ten holdings match.
Related comparisons
Yields, costs and holdings as each fund reports them (via Yahoo Finance), updated daily; returns from month-end prices with distributions reinvested. JEPI leads on 5 of 7 measures above. For information only, not investment advice. Last fund data: Nov 5, 2026.