Compare · 3 funds side by side · dividends reinvested

XAR, JEPQ and JEPI

XARSPDR×JEPQJ.P. Morgan×JEPIJ.P. Morgan×

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

02 / 04

XAR, JEPQ and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.28%+7.5%+8.6%+20.4%[…]−8.8%15.5%$41.8B1.6

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.96%+7.0%+9.8%+12.4%+7.4%−6.7%7.9%$46.0B1.6

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%$5.2B2.3

Rank among the three1st → 3rdFee, 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 · JEPQ 2022 · 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

JEPQ

JPMorgan Nasdaq Equity Premium Income ETF · $41.8B[…]

$10,000 five years ago, dividends reinvested · they hold 0.2% in common

XARMeasureJEPQ

−2.9%Year to dateJan 1 → Nov 3+7.5%

−5.7%1 yearTotal return+8.6%

+28.4%3 years · per year$10,000 became $21,173 · $17,450+20.4%

+14.6%5 years · per year$10,000 became $19,789 · […][…]

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

0.18%Trailing 12-mo yield$18 · $1,228 a year on $10k12.28%

−26.6%Worst dropSmaller is better−8.8%

29.6%VolatilityLower is calmer15.5%

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

1–5JEPQ 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 JEPQ: Top 5 Holdings

Today

XAR

16.7%in top 5

JEPQ

in top 527.5%

XARStockJEPQ

not top 5NVDA6.9%

not top 5AAPL6.9%

not top 5MSFT5.5%

not top 5GOOG4.1%

not top 5MU4.1%

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

Held in common0.2%

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

XAR vs JEPQ Returns, Every Period

SPDRXAR

−5.7%

past year

JEPQJ.P. Morgan

+8.6%

past year

XARJEPQFaded: behind in that period

1–2JEPQ wins

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

Thematic vs Income: XAR vs JEPQ

YTD

SPDRXAR

−2.9%

JEPQJ.P. Morgan

+7.5%

−2.9%Year to date+7.5%

−26.6%Worst drop · 1Y−8.8%

29.6%Volatility · 1Y15.5%

0.2%Yield12.3%

$5.2BAssets$41.8B

4–0JEPQ wins

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

Cost, Income and Risk

Fees: XAR, JEPQ, JEPI

Today

0.35%lowest, XAR

FundExpense ratioFee$10k

XAR0.35%$35

JEPQ0.35%$35

JEPI0.35%$35

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

Yields: XAR, JEPQ, JEPI

12.28%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.28%$1,228

JEPI7.96%$796

XAR0.18%$18

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

Income After Fees on $10,000

$1,193most kept, JEPQ

JEPQ$1,228 − $35 = $1,193

JEPI$796 − $35 = $761

XAR$18 − $35 = −$17

KeptFee

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

Overlap: XAR, JEPQ, JEPI

Today

26.6%most shared, JEPQ and JEPI

XARJEPQJEPI

XAR—0.2%2.8%

JEPQ0.2%—26.6%

JEPI2.8%26.6%—

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

Return vs Bumpiness: 3 ETFs

+9.8%JEPI, at 7.9% volatility

JEPIWorst drop−6.7%7.9% vol

JEPQWorst drop−8.8%15.5% 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

JEPQJEPI

+7.5%Year to date+7.0%

12.3%Yield8.0%

+8.6%Past year+9.8%

0.35%Fee0.35%

2–1JEPQ wins

End-of-day Nov 3, 2026

Popular Pairs Near These Three

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