Compare · 4 funds side by side · dividends reinvested

JEPQ, NETL, SCHD and XLF

JEPQJ.P. Morgan×NETLNETL×SCHDSchwab×XLFSPDR×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,267SCHD · best of the four

02 / 04

JEPQ, NETL, SCHD and XLF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%3.00%+31.4%+37.0%+20.0%+10.2%−6.9%11.7%$120B1.4

State Street Financial Select Sector SPDR ETFSectors · Financials0.08%1.44%+5.7%+10.4%+22.5%+9.1%−14.8%15.3%$55.5B2.5

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.79%+3.2%+4.5%+17.4%[…]−11.5%16.7%$42.6B3.0

Colterpoint Net Lease Real Estate ETFSectors · Real estate0.60%5.22%+6.1%+6.2%+9.6%−0.4%−16.7%14.9%$48M3.0

Rank among the four1st → 4thFee, 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: JEPQ 2022 · NETL 2019 · SCHD 2011 · XLF 1998

Head to Head

Swap sides Versus in desk

Head to Head

Colterpoint Net Lease Real Estate ETF · $48M$9,825

NETL

XLF

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

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

NETLMeasureXLF

+6.1%Year to dateJan 1 → Nov 6+5.7%

+6.2%1 yearTotal return+10.4%

+9.6%3 years · per year$10,000 became $13,159 · $18,391+22.5%

−0.4%5 years · per year$10,000 became $9,825 · $15,474+9.1%

0.60%Expense ratio$60 · $8 a year on $10k · lower is better0.08%

5.22%Trailing 12-mo yield$522 · $144 a year on $10k1.44%

−16.7%Worst dropSmaller is better−14.8%

14.9%VolatilityLower is calmer15.3%

NETLXLF 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

NETL vs XLF: Top 5 Holdings

Today

NETL

42.6%in top 5

XLF

in top 543.7%

NETLStockXLF

not top 5BRK-B13.2%

not top 5JPM11.1%

not top 5V8.9%

8.8%VICInot top 5

8.7%ADCnot top 5

8.7%Onot top 5

8.3%WPCnot top 5

8.2%NNNnot top 5

not top 5MA6.5%

not top 5BAC4.0%

Held in common0.0%

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

NETL vs XLF Returns, Every Period

NETLNETL

−0.4%

5 years, per year

XLFSPDR

+9.1%

5 years, per year

NETLXLFFaded: behind in that period

1–3XLF wins

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

Sector vs Income: NETL vs JEPQ

YTD

NETLNETL

+6.1%

JEPQJ.P. Morgan

+3.2%

+6.1%Year to date+3.2%

−16.7%Worst drop · 1Y−11.5%

14.9%Volatility · 1Y16.7%

5.2%Yield12.8%

$47.9MAssets$42.6B

2–2level

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

Cost, Income and Risk

Fees: JEPQ, NETL, SCHD, XLF

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

XLF0.08%$8

JEPQ0.35%$35

NETL0.60%$60

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

Yields: JEPQ, NETL, SCHD, XLF

12.79%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.79%$1,279

NETL5.22%$522

SCHD3.00%$300

XLF1.44%$144

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

NETL$522 − $60 = $462

SCHD$300 − $6 = $294

XLF$144 − $8 = $136

KeptFee

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

Overlap: JEPQ, NETL, SCHD, XLF

Today

3.8%most shared, JEPQ and SCHD

JEPQNETLSCHDXLF

JEPQ—0.0%3.8%0.6%

NETL0.0%—0.0%0.0%

SCHD3.8%0.0%—3.4%

XLF0.6%0.0%3.4%—

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

Return vs Bumpiness: 4 ETFs

+37.0%SCHD, at 11.7% volatility

SCHDWorst drop−6.9%11.7% vol

NETLWorst drop−16.7%14.9% vol

XLFWorst drop−14.8%15.3% vol

JEPQWorst drop−11.5%16.7% vol

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

Paid More vs Made More

YTD

JEPQSCHD

+3.2%Year to date+31.4%

12.8%Yield3.0%

+4.5%Past year+37.0%

0.35%Fee0.06%

3–1SCHD wins

End-of-day Nov 6, 2026

Popular Pairs Near These Four

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

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

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