Compare · 2 funds side by side · dividends reinvested

JEPI and XLF

JEPIJ.P. Morgan×XLFSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$15,474XLF · best of the two

02 / 04

JEPI and XLF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street Financial Select Sector SPDR ETFSectors · Financials0.08%1.44%+5.7%+10.4%+22.5%+9.1%−14.8%15.3%$55.5B1.4

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%8.09%+5.3%+8.2%+10.7%+7.1%−6.7%8.8%$46.8B1.6

Rank among the two1st → 2ndFee, 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: JEPI 2020 · XLF 1998

Head to Head

Swap sides Versus in desk

Head to Head

JPMorgan Equity Premium Income ETF · $46.8B$14,118

JEPI

XLF

State Street Financial Select Sector SPDR ETF · $55.5B$15,474

$10,000 five years ago, dividends reinvested · they hold 10.5% in common

JEPIMeasureXLF

+5.3%Year to dateJan 1 → Nov 6+5.7%

+8.2%1 yearTotal return+10.4%

+10.7%3 years · per year$10,000 became $13,562 · $18,391+22.5%

+7.1%5 years · per year$10,000 became $14,118 · $15,474+9.1%

0.35%Expense ratio$35 · $8 a year on $10k · lower is better0.08%

8.09%Trailing 12-mo yield$809 · $144 a year on $10k1.44%

−6.7%Worst dropSmaller is better−14.8%

8.8%VolatilityLower is calmer15.3%

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

3–5XLF wins

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

More Ways to See the Pairs

JEPI vs XLF: Top 5 Holdings

Today

JEPI

9.9%in top 5

XLF

in top 543.7%

JEPIStockXLF

not top 5BRK-B13.2%

not top 5JPM11.1%

not top 5V8.9%

2.1%MA6.5%

not top 5BAC4.0%

2.0%MSFTnot top 5

2.0%AAPLnot top 5

1.9%MMMnot top 5

1.9%NEEnot top 5

Held in common10.5%

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

JEPI vs XLF Returns, Every Period

J.P. MorganJEPI

+7.1%

5 years, per year

XLFSPDR

+9.1%

5 years, per year

JEPIXLFFaded: behind in that period

0–4XLF wins

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

Income vs Sector: JEPI vs XLF

YTD

J.P. MorganJEPI

+5.3%

XLFSPDR

+5.7%

+5.3%Year to date+5.7%

−6.7%Worst drop · 1Y−14.8%

8.8%Volatility · 1Y15.3%

8.1%Yield1.4%

$46.8BAssets$55.5B

3–1JEPI wins

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

Cost, Income and Risk

Fees: JEPI, XLF

Today

0.08%lowest, XLF

FundExpense ratioFee$10k

XLF0.08%$8

JEPI0.35%$35

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

Yields: JEPI, XLF

8.09%highest, JEPI

FundTrailing yieldYield$10k

JEPI8.09%$809

XLF1.44%$144

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

Income After Fees on $10,000

$774most kept, JEPI

JEPI$809 − $35 = $774

XLF$144 − $8 = $136

KeptFee

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

Overlap: JEPI, XLF

Today

10.5%most shared, JEPI and XLF

JEPIXLF

JEPI—10.5%

XLF10.5%—

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

Return vs Bumpiness: 2 ETFs

+10.4%XLF, at 15.3% volatility

JEPIWorst drop−6.7%8.8% vol

XLFWorst drop−14.8%15.3% vol

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

Paid More vs Made More

YTD

JEPIXLF

+5.3%Year to date+5.7%

8.1%Yield1.4%

+8.2%Past year+10.4%

0.35%Fee0.08%

3–1XLF wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

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

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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026