Compare · 3 funds side by side · dividends reinvested

PFXF, JEPI and XLK

02 / 04

Search ETFs and stocks

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$21,542XLK · best of the three

Story of the three · IncomeMost incomeJEPI · 7.92% · $792 a year on $10k

Story of the three · RiskSmallest drop

PFXF, JEPI and XLK, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.92%+7.6%+10.6%+10.9%+7.6%−6.7%9.0%$45.2B1.6

State Street Technology Select Sector SPDR ETFSectors · Technology0.08%0.49%+17.7%+17.8%+26.1%+16.6%−19.6%28.7%$110B1.8

VanEck Preferred Securities ex Financials ETFSectors · Financials0.40%6.53%−2.8%−0.4%+6.8%+1.3%−11.8%11.4%$2.1B2.6

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 10, 2026 · returns include dividends · since: PFXF 2012 · JEPI 2020 · XLK 1998

Head to Head

Swap sides Versus in desk

Head to Head

5Y

VanEck Preferred Securities ex Financials ETF · $2.1B$10,649

PFXF

JEPI

JPMorgan Equity Premium Income ETF · $45.2B$14,429

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

PFXF

More Ways to See the Pairs

PFXF vs JEPI: Top 5 Holdings

Today

PFXF

23.4%in top 5

JEPI

in top 59.8%

PFXFStockJEPI

7.5%STRCnot top 5

4.6%GOOGMnot top 5

4.6%GOOGNnot top 5

4.2%SMCIPnot top 5

2.3%DUKUnot top 5

Cost, Income and Risk

Fees: PFXF, JEPI, XLK

Today

0.08%lowest, XLK

FundExpense ratioFee$10k

XLK0.08%$8

JEPI0.35%$35

PFXF0.40%$40

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

Yields: PFXF, JEPI, XLK

Popular Pairs Near These Three

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

+6.0%Year to date+7.6%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 10, 2026

XLK vs VGT

YTD

SPDRXLK

+17.7%

VGTVanguard

+17.7%

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

Measure

JEPI

−2.8%Year to dateJan 1 → Nov 10+7.6%

−0.4%1 yearTotal return+10.6%

+6.8%3 years · per year$10,000 became $12,175 · $13,634+10.9%

+1.3%5 years · per year$10,000 became $10,649 · $14,429+7.6%

0.40%Expense ratio$40 · $35 a year on $10k · lower is better0.35%

6.53%Trailing 12-mo yield$653 · $792 a year on $10k7.92%

−11.8%Worst dropSmaller is better−6.7%

11.4%VolatilityLower is calmer9.0%

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

0–8JEPI wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5MSFT2.0%

not top 5MA2.0%

not top 5AAPL2.0%

not top 5AMZN1.9%

not top 5MMM1.9%

Held in common0.0%

End-of-day Nov 10, 2026 · share of each fund

PFXF vs JEPI Returns, Every Period

5Y

VanEckPFXF

+1.3%

5 years, per year

JEPIJ.P. Morgan

+7.6%

5 years, per year

PFXFJEPIFaded: behind in that period

0–4JEPI wins

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

Sector vs Income: PFXF vs JEPI

YTD

VanEckPFXF

−2.8%

JEPIJ.P. Morgan

+7.6%

−2.8%Year to date+7.6%

−11.8%Worst drop · 1Y−6.7%

11.4%Volatility · 1Y9.0%

6.5%Yield7.9%

$2.1BAssets$45.2B

4–0JEPI wins

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

1Y

7.92%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.92%$792

PFXF6.53%$653

XLK0.49%$49

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$757most kept, JEPI

JEPI$792 − $35 = $757

PFXF$653 − $40 = $613

XLK$49 − $8 = $41

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: PFXF, JEPI, XLK

Today

14.9%most shared, JEPI and XLK

PFXFJEPIXLK

PFXF—0.0%0.0%

JEPI0.0%—14.9%

XLK0.0%14.9%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+17.8%XLK, at 28.7% volatility

JEPIWorst drop−6.7%9.0% vol

PFXFWorst drop−11.8%11.4% vol

XLKWorst drop−19.6%28.7% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

JEPIXLK

+7.6%Year to date+17.7%

7.9%Yield0.5%

+10.6%Past year+17.8%

0.35%Fee0.08%

3–1XLK wins

End-of-day Nov 10, 2026

Year to date

+17.7%

0.08% · $8Fee · on $10k a year0.09% · $9

$110BAssets$155B

1–0XLK wins

End-of-day Nov 10, 2026

+33.8%Year to date+15.1%

2.9%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

Loading…

PFXF, JEPI and XLK

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three