Compare · 2 funds side by side · dividends reinvested

XAR and JEPI

XARSPDR×JEPIJ.P. Morgan×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$19,789XAR · best of the two

02 / 04

XAR and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.96%+7.0%+9.8%+12.4%+7.4%−6.7%7.9%$46.0B1.3

State Street SPDR S&P Aerospace & Defense ETFThematic · Defense & space0.35%0.18%−2.9%−5.7%+28.4%+14.6%−26.6%29.6%$5.2B1.6

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: XAR 2011 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

State Street SPDR S&P Aerospace & Defense ETF · $5.2B$19,789

XAR

JEPI

JPMorgan Equity Premium Income ETF · $46.0B$14,322

$10,000 five years ago, dividends reinvested · they hold 2.8% in common

XARMeasureJEPI

−2.9%Year to dateJan 1 → Nov 3+7.0%

−5.7%1 yearTotal return+9.8%

+28.4%3 years · per year$10,000 became $21,173 · $14,201+12.4%

+14.6%5 years · per year$10,000 became $19,789 · $14,322+7.4%

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

0.18%Trailing 12-mo yield$18 · $796 a year on $10k7.96%

−26.6%Worst dropSmaller is better−6.7%

29.6%VolatilityLower is calmer7.9%

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

2–5JEPI wins

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

More Ways to See the Pairs

XAR vs JEPI: Top 5 Holdings

Today

XAR

16.7%in top 5

JEPI

in top 59.5%

XARStockJEPI

3.6%LMTnot top 5

3.3%HIInot top 5

3.3%LHXnot top 5

3.2%TXTnot top 5

3.2%NOCnot top 5

not top 5MA2.0%

not top 5V1.9%

not top 5AAPL1.9%

not top 5MSFT1.9%

not top 5NEE1.8%

Held in common2.8%

End-of-day Nov 3, 2026 · share of each fund

XAR vs JEPI Returns, Every Period

SPDRXAR

+14.6%

5 years, per year

JEPIJ.P. Morgan

+7.4%

5 years, per year

XARJEPIFaded: behind in that period

2–2Level

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

Thematic vs Income: XAR vs JEPI

YTD

SPDRXAR

−2.9%

JEPIJ.P. Morgan

+7.0%

−2.9%Year to date+7.0%

−26.6%Worst drop · 1Y−6.7%

29.6%Volatility · 1Y7.9%

0.2%Yield8.0%

$5.2BAssets$46.0B

4–0JEPI wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: XAR, JEPI

Today

0.35%lowest, XAR

FundExpense ratioFee$10k

XAR0.35%$35

JEPI0.35%$35

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: XAR, JEPI

7.96%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.96%$796

XAR0.18%$18

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$761most kept, JEPI

JEPI$796 − $35 = $761

XAR$18 − $35 = −$17

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: XAR, JEPI

Today

2.8%most shared, XAR and JEPI

XARJEPI

XAR—2.8%

JEPI2.8%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+9.8%JEPI, at 7.9% volatility

JEPIWorst drop−6.7%7.9% vol

XARWorst drop−26.6%29.6% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

JEPIXAR

+7.0%Year to date−2.9%

8.0%Yield0.2%

+9.8%Past year−5.7%

0.35%Fee0.35%

3–0JEPI wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026