JPIE vs SDY: ETF Comparison
Compare JPIE (JPMorgan Income ETF) and SDY (SPDR S&P Dividend ETF) side by side by average annual total return since inception — one fair number covering price and dividends.
Updated Sep 15, 2026
*For entertainment purposes ONLY! NOT financial advice! Data may be inaccurate.*
JPIE vs SDY: The Verdict
On average annual total return since inception, SDY holds a clear edge over JPIE: +8.9% per year vs +3.3% per year — a gap of 5.6 percentage points annually. Total return counts both price movement and dividends, so this is the whole picture of each fund's performance, not just yield.
Keep the track records in mind: SDY has been trading for 20.9 years, while JPIE has only 4.9 years of history. A shorter track record means the younger fund's average has been shaped by fewer market environments — one strong or weak stretch moves the needle more.
Income investors will notice the yield gap: JPIE currently yields 7% vs SDY's 2.6%. Higher yield often comes with trade-offs in price appreciation, which is exactly why total return is the fairer scoreboard.
JPIE vs SDY Side-by-Side Data
| Symbol | Name | Provider | Inception | Age | Total Return | Avg. Annual Return | Yield | Expense Ratio | Grade |
|---|---|---|---|---|---|---|---|---|---|
| JPIE | JPMorgan Income ETF | JP Morgan | 10/28/2021 | 4.9y | +17.0% | +3.3% | 7% | 0.39% | C |
| SDY | SPDR S&P Dividend ETF | State Street | 11/8/2005 | 20.9y | +492.0% | +8.9% | 2.6% | 0.35% | A |
JPIE vs SDY — Frequently Asked Questions
Which is better, JPIE or SDY?
By average annual total return since inception, SDY holds a clear edge over JPIE (+8.9% vs +3.3% per year). "Better" depends on your goals — yield, payout frequency, and strategy differ between the two funds.
What is the difference between JPIE and SDY?
JPIE (JPMorgan Income ETF) is offered by JP Morgan and currently yields 7%. SDY (SPDR S&P Dividend ETF) is offered by State Street and yields 2.6%. Their average annual total returns since inception are +3.3% and +8.9% respectively.
Does SDY pay a higher dividend than JPIE?
SDY currently yields 2.6% and JPIE yields 7%. Remember that yield alone doesn't capture performance — total return (price + dividends) is the fairer comparison.