State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) vs JPMorgan Equity Premium Income ETF (JEPI)
Over the past 5 years, JEPI lagged DIA — 7.61% vs 10.08% annualized total return (price plus dividends).
A side-by-side comparison of State Street SPDR Dow Jones Industrial Average ETF Trust and JPMorgan Equity Premium Income ETF across valuation, profitability, dividends, and growth — built entirely from reported fundamentals, as of October 2, 2026. Differences are shown without an overall score or investment verdict.
Total return — DIA vs JEPI
growth of $100 · dividends reinvested · last 6yMetrics side by side
Did JEPI beat DIA?
Over the past 5 years, JEPI lagged DIA — 7.61% vs 10.08% annualized total return (price plus dividends).
Total return (annualized)
| Metric | DIA | JEPI |
|---|---|---|
| Total return (1Y) | 11.18% | 6.57% |
| Total return CAGR (3Y) | 16.76% | 10.05% |
| Total return CAGR (5Y) | 10.08% | 7.61% |
| Total return CAGR (10Y) | 12.93% | N/A |
DIA is an index fund, so valuation, profitability, and per-company growth metrics don't apply — the head-to-head here is total return (price plus reinvested dividends).
Frequently asked
- Has JEPI beaten DIA?
- Over the past 5 years, JEPI lagged DIA — 7.61% vs 10.08% annualized total return (price plus dividends).
Figures are sourced from reported fundamentals and the latest end-of-day price. This comparison is informational only and is not investment advice. Past performance does not predict future results. See our methodology. Compiled by TGMCharts Research · data verified October 2, 2026.