JPMorgan Equity Premium Income ETF (JEPI) vs State Street Corporation (STT)
Over the past 5 years, STT outperformed JEPI — 18.96% vs 7.67% annualized total return (price plus dividends).
A side-by-side comparison of JPMorgan Equity Premium Income ETF and State Street Corporation 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 — JEPI vs STT
growth of $100 · dividends reinvested · last 6yMetrics side by side
Did STT beat JEPI?
Over the past 5 years, STT outperformed JEPI — 18.96% vs 7.67% annualized total return (price plus dividends).
Total return (annualized)
| Metric | JEPI | STT |
|---|---|---|
| Total return (1Y) | 6.89% | 56.49% |
| Total return CAGR (3Y) | 10.34% | 42.72% |
| Total return CAGR (5Y) | 7.67% | 18.96% |
| Total return CAGR (10Y) | N/A | 12.88% |
JEPI 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 STT beaten JEPI?
- Over the past 5 years, STT outperformed JEPI — 18.96% vs 7.67% 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.