Compare · 2 funds side by side · dividends reinvested

JEPI and XLK

JEPIJ.P. Morgan×XLKSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$20,952XLK · best of the two

02 / 04

JEPI and XLK, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street Technology Select Sector SPDR ETFSectors · Technology0.08%0.51%+13.2%+11.1%+26.4%+15.9%−19.6%28.5%$117B1.4

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%8.09%+5.2%+8.3%+11.0%+7.1%−6.7%8.8%$46.1B1.6

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: JEPI 2020 · XLK 1998

Head to Head

Swap sides Versus in desk

Head to Head

JPMorgan Equity Premium Income ETF · $46.1B$14,108

JEPI

XLK

State Street Technology Select Sector SPDR ETF · $117B$20,952

$10,000 five years ago, dividends reinvested · they hold 14.3% in common

JEPIMeasureXLK

+5.2%Year to dateJan 1 → Nov 5+13.2%

+8.3%1 yearTotal return+11.1%

+11.0%3 years · per year$10,000 became $13,674 · $20,176+26.4%

+7.1%5 years · per year$10,000 became $14,108 · $20,952+15.9%

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

8.09%Trailing 12-mo yield$809 · $51 a year on $10k0.51%

−6.7%Worst dropSmaller is better−19.6%

8.8%VolatilityLower is calmer28.5%

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

3–5XLK wins

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

More Ways to See the Pairs

JEPI vs XLK: Top 5 Holdings

Today

JEPI

9.9%in top 5

XLK

in top 552.7%

JEPIStockXLK

1.9%AAPL15.8%

not top 5NVDA15.0%

2.0%MSFT12.8%

not top 5AVGO4.8%

not top 5AMD4.5%

2.0%MAnot top 5

1.9%MMMnot top 5

1.9%Vnot top 5

Held in common14.3%

End-of-day Nov 5, 2026 · share of each fund

JEPI vs XLK Returns, Every Period

J.P. MorganJEPI

+7.1%

5 years, per year

XLKSPDR

+15.9%

5 years, per year

JEPIXLKFaded: behind in that period

0–4XLK wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Income vs Sector: JEPI vs XLK

YTD

J.P. MorganJEPI

+5.2%

XLKSPDR

+13.2%

+5.2%Year to date+13.2%

−6.7%Worst drop · 1Y−19.6%

8.8%Volatility · 1Y28.5%

8.1%Yield0.5%

$46.1BAssets$117B

3–1JEPI wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: JEPI, XLK

Today

0.08%lowest, XLK

FundExpense ratioFee$10k

XLK0.08%$8

JEPI0.35%$35

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: JEPI, XLK

8.09%highest, JEPI

FundTrailing yieldYield$10k

JEPI8.09%$809

XLK0.51%$51

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$774most kept, JEPI

JEPI$809 − $35 = $774

XLK$51 − $8 = $43

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: JEPI, XLK

Today

14.3%most shared, JEPI and XLK

JEPIXLK

JEPI—14.3%

XLK14.3%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+11.1%XLK, at 28.5% volatility

JEPIWorst drop−6.7%8.8% vol

XLKWorst drop−19.6%28.5% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

JEPIXLK

+5.2%Year to date+13.2%

8.1%Yield0.5%

+8.3%Past year+11.1%

0.35%Fee0.08%

3–1XLK wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

XLK vs VGT

YTD

SPDRXLK

+13.2%

VGTVanguard

+14.0%

+13.2%Year to date+14.0%

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

$117BAssets$155B

1–1level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026