Compare · 3 funds side by side · dividends reinvested

NETL, JEPQ and XLF

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$15,474XLF · best of the three

02 / 04

NETL, 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%$55.5B1.6

Colterpoint Net Lease Real Estate ETFSectors · Real estate0.60%5.22%+6.1%+6.2%+9.6%−0.4%−16.7%14.9%$48M2.1

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.79%+3.2%+4.5%+17.4%[…]−11.5%16.7%$42.6B2.1

Rank among the three1st → 3rdFee, 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: NETL 2019 · JEPQ 2022 · XLF 1998

Head to Head

Swap sides Versus in desk

Head to Head

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

JEPQ

NETL

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

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

JEPQMeasureNETL

+3.2%Year to dateJan 1 → Nov 6+6.1%

+4.5%1 yearTotal return+6.2%

+17.4%3 years · per year$10,000 became $16,202 · $13,159+9.6%

[…]5 years · per year$10,000 became […] · $9,825−0.4%

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

12.79%Trailing 12-mo yield$1,279 · $522 a year on $10k5.22%

−11.5%Worst dropSmaller is better−16.7%

16.7%VolatilityLower is calmer14.9%

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

4–3JEPQ 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 NETL: Top 5 Holdings

Today

JEPQ

28.9%in top 5

NETL

in top 542.6%

JEPQStockNETL

not top 5VICI8.8%

not top 5ADC8.7%

not top 5O8.7%

not top 5WPC8.3%

not top 5NNN8.2%

7.4%AAPLnot top 5

6.6%NVDAnot top 5

6.1%MSFTnot top 5

4.4%GOOGnot top 5

4.4%AMZNnot top 5

Held in common0.0%

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

JEPQ vs NETL Returns, Every Period

J.P. MorganJEPQ

+4.5%

past year

NETLNETL

+6.2%

past year

JEPQNETLFaded: behind in that period

1–2NETL wins

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

Income vs Sector: JEPQ vs NETL

YTD

J.P. MorganJEPQ

+3.2%

NETLNETL

+6.1%

+3.2%Year to date+6.1%

−11.5%Worst drop · 1Y−16.7%

16.7%Volatility · 1Y14.9%

12.8%Yield5.2%

$42.6BAssets$47.9M

2–2level

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

Cost, Income and Risk

Fees: NETL, JEPQ, XLF

Today

0.08%lowest, XLF

FundExpense ratioFee$10k

XLF0.08%$8

JEPQ0.35%$35

NETL0.60%$60

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

Yields: NETL, JEPQ, XLF

12.79%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.79%$1,279

NETL5.22%$522

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

XLF$144 − $8 = $136

KeptFee

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

Overlap: NETL, JEPQ, XLF

Today

0.6%most shared, JEPQ and XLF

NETLJEPQXLF

NETL—0.0%0.0%

JEPQ0.0%—0.6%

XLF0.0%0.6%—

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

Return vs Bumpiness: 3 ETFs

+10.4%XLF, at 15.3% volatility

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

JEPQNETL

+3.2%Year to date+6.1%

12.8%Yield5.2%

+4.5%Past year+6.2%

0.35%Fee0.60%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Three

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