JEPI vs DIA: Complete Comparison

JPMorgan Equity Premium Income ETF vs SPDR Dow Jones Industrial Average ETF โ€” overlap, correlation, performance & risk analysis

Holdings Overlap
5.31%
Very Low Overlap
Shared Holdings
4 of 10
Complete portfolio analysis
Calculation Method
Min Weight
Weighted intersection

Visual Overlap

JEPI
DIA
5.3%
JEPI Only
Overlap
DIA Only

Price Performance

Historical price comparison over 3M

JEPI Return
+4.43%
DIA Return
+9.12%
Winner
DIA
+4.69%
Max Drawdown
JEPI: -2.5%
DIA: -5.1%
JEPI Volatility (annualized)7.02%
DIA Volatility (annualized)10.72%

๐Ÿ“ˆ Comparison

Metric
JEPI
DIA
1 Year Return
+15.2%
+22.8%โœ“
3 Year Return
+8.5%
+8.5%
5 Year Return
N/A
+13.2%
Volatility
12.50%โœ“
17.50%
Expense Ratio
0.35%
0.16%โœ“
โš ๏ธ Past performance does not guarantee future results. Data may be delayed.

โš ๏ธRisk Metrics

Metric
JEPI
DIA
Volatility
12.50%โœ“
17.50%
Sharpe Ratio
0.95โœ“
0.71
Sortino Ratio
1.25โœ“
1.02
Max Drawdown
-18.50%โœ“
-36.80%
Beta
0.65
0.92

Interpretation:

  • ๐Ÿ“Š Lower volatility = smoother ride
  • โšก Higher Sharpe/Sortino = better risk-adjusted returns
  • โš ๏ธ Smaller max drawdown = less worst-case pain
  • ๐Ÿ“ˆ Beta > 1 = more volatile than S&P 500

โš”๏ธ Comparison

10 - 8

๐Ÿ† JEPI wins this comparison

Key Factors

๐Ÿ’ฐ Expense Ratio
JEPI:0.35%โœ“
vs
DIA:0.16%โœ“
๐ŸŽฏ Number of Holdings
JEPI:120 holdingsโœ“
vs
DIA:30 holdingsโœ“
โ–ถAdditional Metrics (5)
โš–๏ธ Concentration Risk
JEPI: 15.7% in top 10โœ“
DIA: 65.1% in top 10
๐Ÿ“Š Assets Under Management
JEPI: $30B
DIA: $35Bโœ“
โšก Sharpe Ratio
JEPI: 0.95โœ“
DIA: 0.71
๐Ÿ“‰ Volatility
JEPI: 12.5%โœ“
DIA: 17.5%
๐Ÿ” Uniqueness vs SPY
JEPI: 64.8% unique
DIA: 89.5% uniqueโœ“

Bottom line: JEPI wins with better number of holdings. Consider JEPI for your portfolio, but DIA is still a solid choice if you prefer its specific advantages.

Detailed Overlap Analysis

4 shared holdings representing 5.3% portfolio overlap

Top Shared Holdings

#StockJEPI WeightDIA WeightOverlap
1
V
V
1.50%5.65%1.50%
2
MSFT
MSFT
1.50%6.85%1.50%
3
MCD
MCD
1.28%5.25%1.28%
4
UNH
UNH
0.32%9.85%0.32%

Overlap by Sector

Financials
1 stocks ยท 1.50% overlap
Technology
1 stocks ยท 1.50% overlap
Consumer Discretionary
1 stocks ยท 1.28% overlap
Healthcare
1 stocks ยท 0.32% overlap

Showing top 5 sectors by overlap contribution

4
Shared Stocks
5.3%
Total Overlap
4
Sectors Represented

Top Holdings Only in JEPI

Unique to JEPI

โ†Scroll horizontally to see all dataโ†’
SymbolNameWeight
GOOGLGOOGL1.67%
JNJJNJ1.63%
ABBVABBV1.62%
MGMXXMGMXX1.62%
ADIADI1.56%

Top Holdings Only in DIA

Unique to DIA

โ†Scroll horizontally to see all dataโ†’
SymbolNameWeight
GSGoldman Sachs8.25%
HDHome Depot6.65%
CATCaterpillar Inc6.25%
AMGNAmgen Inc5.85%
CRMSalesforce Inc5.45%

Price Correlation

How We Calculate Overlap

We use the minimum weight method with normalization to calculate portfolio overlap:

Overlap = ฮฃ min(weightA, weightB) for each shared holding

Normalization: Holdings weights are normalized to sum to 100% before comparison. This ensures accurate overlap calculations even when analyzing partial holdings data (e.g., top 50 positions).

Conservative approach: We consider only the smaller allocation for each shared position, giving you a realistic view of true portfolio overlap.

๐Ÿ“Š This analysis is based on publicly available holdings data. For the most current and complete holdings information, please visit the official ETF provider websites.

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