Compare · 4 funds side by side · dividends reinvested

NETL, JEPQ, XLF and VIG

NETLNETL×JEPQJ.P. Morgan×XLFSPDR×VIGVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,638VIG · best of the four

02 / 04

NETL, JEPQ, XLF and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.46%+14.8%+17.6%+18.8%+10.7%−7.9%11.0%$109B1.4

State Street Financial Select Sector SPDR ETFSectors · Financials0.08%1.42%+7.2%+12.4%+22.2%+9.4%−14.8%15.3%$53.4B2.5

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.39%+6.6%+9.2%+18.2%[…]−11.5%16.9%$40.7B2.9

Colterpoint Net Lease Real Estate ETFSectors · Real estate0.60%5.14%+7.6%+8.6%+9.0%−0.3%−16.7%15.0%$48M3.1

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 9, 2026 · returns include dividends · since: NETL 2019 · JEPQ 2022 · XLF 1998 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

JPMorgan Nasdaq Equity Premium Income ETF · $40.7B[…]

JEPQ

NETL

Colterpoint Net Lease Real Estate ETF · $48M$9,871

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

JEPQMeasureNETL

+6.6%Year to dateJan 1 → Nov 9+7.6%

+9.2%1 yearTotal return+8.6%

+18.2%3 years · per year$10,000 became $16,495 · $12,949+9.0%

[…]5 years · per year$10,000 became […] · $9,871−0.3%

0.35%Expense ratio$35 · $60 a year on $10k · lower is better0.60%

12.39%Trailing 12-mo yield$1,239 · $514 a year on $10k5.14%

−11.5%Worst dropSmaller is better−16.7%

16.9%VolatilityLower is calmer15.0%

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

5–2JEPQ wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

JEPQ vs NETL: Top 5 Holdings

Today

JEPQ

28.6%in top 5

NETL

in top 542.6%

JEPQStockNETL

not top 5ADC8.7%

not top 5VICI8.7%

not top 5O8.7%

not top 5WPC8.4%

not top 5NNN8.2%

7.3%AAPLnot top 5

6.7%NVDAnot top 5

6.0%MSFTnot top 5

4.4%GOOGnot top 5

4.3%AMZNnot top 5

Held in common0.0%

End-of-day Nov 9, 2026 · share of each fund

JEPQ vs NETL Returns, Every Period

J.P. MorganJEPQ

+9.2%

past year

NETLNETL

+8.6%

past year

JEPQNETLFaded: behind in that period

2–1JEPQ wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Income vs Sector: JEPQ vs NETL

YTD

J.P. MorganJEPQ

+6.6%

NETLNETL

+7.6%

+6.6%Year to date+7.6%

−11.5%Worst drop · 1Y−16.7%

16.9%Volatility · 1Y15.0%

12.4%Yield5.1%

$40.7BAssets$47.8M

2–2level

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: NETL, JEPQ, XLF, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

XLF0.08%$8

JEPQ0.35%$35

NETL0.60%$60

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: NETL, JEPQ, XLF, VIG

12.39%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.39%$1,239

NETL5.14%$514

VIG1.46%$146

XLF1.42%$142

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$1,204most kept, JEPQ

JEPQ$1,239 − $35 = $1,204

NETL$514 − $60 = $454

VIG$146 − $4 = $142

XLF$142 − $8 = $134

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: NETL, JEPQ, XLF, VIG

Today

26.2%most shared, JEPQ and VIG

NETLJEPQXLFVIG

NETL—0.0%0.0%0.0%

JEPQ0.0%—0.6%26.2%

XLF0.0%0.6%—19.5%

VIG0.0%26.2%19.5%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+17.6%VIG, at 11.0% volatility

VIGWorst drop−7.9%11.0% vol

NETLWorst drop−16.7%15.0% vol

XLFWorst drop−14.8%15.3% vol

JEPQWorst drop−11.5%16.9% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQVIG

+6.6%Year to date+14.8%

12.4%Yield1.5%

+9.2%Past year+17.6%

0.35%Fee0.04%

3–1VIG wins

End-of-day Nov 9, 2026

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

DGRO vs VIG

YTD

iSharesDGRO

+18.8%

VIGVanguard

+14.8%

+18.8%Year to date+14.8%

1.8%Yield1.5%

$45.5BAssets$109B

2–0DGRO wins

End-of-day Nov 9, 2026