Compare · 2 funds side by side · dividends reinvested

JEPQ and XLK

JEPQJ.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

JEPQ 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 Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.17%+8.5%+9.3%+20.3%[…]−8.8%15.5%$42.1B1.6

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: JEPQ 2022 · XLK 1998

Head to Head

Swap sides Versus in desk

Head to Head

JPMorgan Nasdaq Equity Premium Income ETF · $42.1B[…]

JEPQ

XLK

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

$10,000 five years ago, dividends reinvested · they hold 43.6% in common

JEPQMeasureXLK

+8.5%Year to dateJan 1 → Nov 5+13.2%

+9.3%1 yearTotal return+11.1%

+20.3%3 years · per year$10,000 became $17,406 · $20,176+26.4%

[…]5 years · per year$10,000 became […] · $20,952+15.9%

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

12.17%Trailing 12-mo yield$1,217 · $51 a year on $10k0.51%

−8.8%Worst dropSmaller is better−19.6%

15.5%VolatilityLower is calmer28.5%

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

3–4XLK wins

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

More Ways to See the Pairs

JEPQ vs XLK: Top 5 Holdings

Today

JEPQ

28.3%in top 5

XLK

in top 552.7%

JEPQStockXLK

7.1%AAPL15.8%

6.8%NVDA15.0%

6.0%MSFT12.8%

not top 5AVGO4.8%

not top 5AMD4.5%

4.2%GOOGnot top 5

4.2%AMZNnot top 5

Held in common43.6%

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

JEPQ vs XLK Returns, Every Period

J.P. MorganJEPQ

+9.3%

past year

XLKSPDR

+11.1%

past year

JEPQXLKFaded: behind in that period

0–3XLK wins

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

Income vs Sector: JEPQ vs XLK

YTD

J.P. MorganJEPQ

+8.5%

XLKSPDR

+13.2%

+8.5%Year to date+13.2%

−8.8%Worst drop · 1Y−19.6%

15.5%Volatility · 1Y28.5%

12.2%Yield0.5%

$42.1BAssets$117B

3–1JEPQ wins

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

Cost, Income and Risk

Fees: JEPQ, XLK

Today

0.08%lowest, XLK

FundExpense ratioFee$10k

XLK0.08%$8

JEPQ0.35%$35

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

Yields: JEPQ, XLK

12.17%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.17%$1,217

XLK0.51%$51

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

Income After Fees on $10,000

$1,182most kept, JEPQ

JEPQ$1,217 − $35 = $1,182

XLK$51 − $8 = $43

KeptFee

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

Overlap: JEPQ, XLK

Today

43.6%most shared, JEPQ and XLK

JEPQXLK

JEPQ—43.6%

XLK43.6%—

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

JEPQWorst drop−8.8%15.5% 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

JEPQXLK

+8.5%Year to date+13.2%

12.2%Yield0.5%

+9.3%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