Compare · 2 funds side by side · dividends reinvested

JEPQ and XLF

JEPQJ.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

JEPQ 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%$55.5B1.3

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.79%+3.2%+4.5%+17.4%[…]−11.5%16.7%$42.6B1.7

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: JEPQ 2022 · XLF 1998

Head to Head

Swap sides Versus in desk

Head to Head

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

JEPQ

XLF

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

$10,000 five years ago, dividends reinvested · they hold 0.6% in common

JEPQMeasureXLF

+3.2%Year to dateJan 1 → Nov 6+5.7%

+4.5%1 yearTotal return+10.4%

+17.4%3 years · per year$10,000 became $16,202 · $18,391+22.5%

[…]5 years · per year$10,000 became […] · $15,474+9.1%

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

12.79%Trailing 12-mo yield$1,279 · $144 a year on $10k1.44%

−11.5%Worst dropSmaller is better−14.8%

16.7%VolatilityLower is calmer15.3%

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

2–5XLF wins

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

More Ways to See the Pairs

JEPQ vs XLF: Top 5 Holdings

Today

JEPQ

28.9%in top 5

XLF

in top 543.7%

JEPQStockXLF

not top 5BRK-B13.2%

not top 5JPM11.1%

not top 5V8.9%

7.4%AAPLnot top 5

6.6%NVDAnot top 5

not top 5MA6.5%

6.1%MSFTnot top 5

4.4%GOOGnot top 5

4.4%AMZNnot top 5

not top 5BAC4.0%

Held in common0.6%

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

JEPQ vs XLF Returns, Every Period

J.P. MorganJEPQ

+4.5%

past year

XLFSPDR

+10.4%

past year

JEPQXLFFaded: behind in that period

0–3XLF wins

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

Income vs Sector: JEPQ vs XLF

YTD

J.P. MorganJEPQ

+3.2%

XLFSPDR

+5.7%

+3.2%Year to date+5.7%

−11.5%Worst drop · 1Y−14.8%

16.7%Volatility · 1Y15.3%

12.8%Yield1.4%

$42.6BAssets$55.5B

2–2level

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

Cost, Income and Risk

Fees: JEPQ, XLF

Today

0.08%lowest, XLF

FundExpense ratioFee$10k

XLF0.08%$8

JEPQ0.35%$35

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

Yields: JEPQ, XLF

12.79%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.79%$1,279

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

XLF$144 − $8 = $136

KeptFee

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

Overlap: JEPQ, XLF

Today

0.6%most shared, JEPQ and XLF

JEPQXLF

JEPQ—0.6%

XLF0.6%—

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

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

JEPQXLF

+3.2%Year to date+5.7%

12.8%Yield1.4%

+4.5%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