Compare · 3 funds side by side · dividends reinvested

CLIM, JEPQ and XLK

CLIMClimate Global×JEPQJ.P. Morgan×XLKSPDR×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$21,164XLK · best of the three

02 / 04

CLIM, JEPQ and XLK, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street Technology Select Sector SPDR ETFSectors · Technology0.08%0.51%+14.8%+12.2%+26.2%+16.2%−19.6%28.5%$117B1.5

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.79%+3.2%+4.5%+17.4%[…]−11.5%16.7%$42.6B1.6

Climate Global-Climate Resilient REIT Index ETFSectors · Real estate0.90%1.43%[…][…][…][…][…][…]$2M2.5

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: CLIM 2026 · JEPQ 2022 · XLK 1998

Head to Head

Swap sides Versus in desk

Head to Head

Climate Global-Climate Resilient REIT Index ETF · $2M[…]

CLIM

JEPQ

JPMorgan Nasdaq Equity Premium Income ETF · $42.6B[…]

$10,000 five years ago, dividends reinvested · they hold 0.2% in common

CLIMMeasureJEPQ

[…]Year to dateJan 1 → Nov 6+3.2%

[…]1 yearTotal return+4.5%

[…]3 years · per year$10,000 became […] · $16,202+17.4%

[…]5 years · per year[…]

0.90%Expense ratio$90 · $35 a year on $10k · lower is better0.35%

1.43%Trailing 12-mo yield$143 · $1,279 a year on $10k12.79%

[…]Worst dropSmaller is better−11.5%

[…]VolatilityLower is calmer16.7%

CLIMJEPQ Winner of the row, in its colourEach row: the bigger of the two fills its side

0–2JEPQ wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

CLIM vs JEPQ: Top 5 Holdings

Today

CLIM

17.5%in top 5

JEPQ

in top 528.9%

CLIMStockJEPQ

not top 5AAPL7.4%

not top 5NVDA6.6%

not top 5MSFT6.1%

4.5%WELLnot top 5

not top 5GOOG4.4%

not top 5AMZN4.4%

3.9%AMTnot top 5

3.1%SPGnot top 5

3.0%PLDnot top 5

3.0%PSAnot top 5

Held in common0.2%

End-of-day Nov 6, 2026 · share of each fund

CLIM vs JEPQ Returns, Every Period

Climate GlobalCLIM

[…]

past year

JEPQJ.P. Morgan

+4.5%

past year

Returns […]

CLIMJEPQFaded: behind in that period

0–0Level

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Sector vs Income: CLIM vs JEPQ

YTD

Climate GlobalCLIM

[…]

JEPQJ.P. Morgan

+3.2%

[…]Year to date+3.2%

[…]Worst drop · 1Y−11.5%

[…]Volatility · 1Y16.7%

1.4%Yield12.8%

$1.6MAssets$42.6B

1–0JEPQ wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CLIM, JEPQ, XLK

Today

0.08%lowest, XLK

FundExpense ratioFee$10k

XLK0.08%$8

JEPQ0.35%$35

CLIM0.90%$90

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: CLIM, JEPQ, XLK

12.79%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.79%$1,279

CLIM1.43%$143

XLK0.51%$51

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$1,244most kept, JEPQ

JEPQ$1,279 − $35 = $1,244

CLIM$143 − $90 = $53

XLK$51 − $8 = $43

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: CLIM, JEPQ, XLK

Today

42.3%most shared, JEPQ and XLK

CLIMJEPQXLK

CLIM—0.2%0.0%

JEPQ0.2%—42.3%

XLK0.0%42.3%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+12.2%XLK, at 28.5% volatility

JEPQWorst drop−11.5%16.7% vol

XLKWorst drop−19.6%28.5% vol

CLIMWorst drop[…][…]

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQXLK

+3.2%Year to date+14.8%

12.8%Yield0.5%

+4.5%Past year+12.2%

0.35%Fee0.08%

3–1XLK wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

XLK vs VGT

YTD

SPDRXLK

+14.8%

VGTVanguard

+15.6%

+14.8%Year to date+15.6%

0.08% · $8Fee · on $10k a year0.09% · $9

$117BAssets$155B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026