Compare · 3 funds side by side · dividends reinvested

XHS, JEPQ and JEPI

XHSSPDR×JEPQJ.P. Morgan×JEPIJ.P. Morgan×

02 / 04

−0.1%

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$14,519JEPI · best of the three

Story of the three · IncomeMost incomeJEPQ · 12.37% · $1,237 a year on $10k

Story of the three · RiskSmallest drop

XHS, JEPQ and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.87%+8.2%+9.6%+11.1%+7.7%−6.7%9.0%$47.0B1.6

State Street SPDR S&P Health Care Services ETFSectors · Health care0.35%0.15%+36.2%+40.7%+22.0%+5.9%−12.0%18.4%$245M1.9

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.37%+6.7%+7.6%+17.4%[…]−11.5%17.0%$42.1B2.0

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

End-of-day Nov 13, 2026 · returns include dividends · since: XHS 2011 · JEPQ 2022 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

5Y

State Street SPDR S&P Health Care Services ETF · $245M$13,310

XHS

JEPQ

JPMorgan Nasdaq Equity Premium Income ETF · $42.1B[…]

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

XHS

More Ways to See the Pairs

XHS vs JEPQ: Top 5 Holdings

Today

XHS

11.7%in top 5

JEPQ

in top 527.3%

XHSStockJEPQ

not top 5AAPL7.2%

not top 5NVDA5.9%

not top 5MSFT5.6%

not top 5GOOG4.3%

not top 5AMZN4.2%

Cost, Income and Risk

Fees: XHS, JEPQ, JEPI

Today

0.35%lowest, XHS

FundExpense ratioFee$10k

XHS0.35%$35

JEPQ0.35%$35

JEPI0.35%$35

End-of-day Nov 13, 2026 · fee on $10,000 a year

Yields: XHS, JEPQ, JEPI

1Y

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$116B

2–0SCHD wins

End-of-day Nov 13, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

Measure

JEPQ

+36.2%Year to dateJan 1 → Nov 13+6.7%

+40.7%1 yearTotal return+7.6%

+22.0%3 years · per year$10,000 became $18,149 · $16,188+17.4%

+5.9%5 years · per year$10,000 became $13,310 · […][…]

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

0.15%Trailing 12-mo yield$15 · $1,237 a year on $10k12.37%

−12.0%Worst dropSmaller is better−11.5%

18.4%VolatilityLower is calmer17.0%

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

3–3Level

End-of-day Nov 13, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

3.0%SGRYnot top 5

2.2%ACHCnot top 5

2.2%PGNYnot top 5

2.2%OPCHnot top 5

2.1%HNGEnot top 5

Held in common0.2%

End-of-day Nov 13, 2026 · share of each fund

XHS vs JEPQ Returns, Every Period

1Y

SPDRXHS

+40.7%

past year

JEPQJ.P. Morgan

+7.6%

past year

XHSJEPQFaded: behind in that period

3–0XHS wins

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

Sector vs Income: XHS vs JEPQ

YTD

SPDRXHS

+36.2%

JEPQJ.P. Morgan

+6.7%

+36.2%Year to date+6.7%

−12.0%Worst drop · 1Y−11.5%

18.4%Volatility · 1Y17.0%

0.1%Yield12.4%

$245MAssets$42.1B

3–1JEPQ wins

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

12.37%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.37%$1,237

JEPI7.87%$787

XHS0.15%$15

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$1,202most kept, JEPQ

JEPQ$1,237 − $35 = $1,202

JEPI$787 − $35 = $752

XHS$15 − $35 = −$20

KeptFee

End-of-day Nov 13, 2026 · yield in dollars minus the fee

Overlap: XHS, JEPQ, JEPI

Today

28.4%most shared, JEPQ and JEPI

XHSJEPQJEPI

XHS—0.2%1.3%

JEPQ0.2%—28.4%

JEPI1.3%28.4%—

End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+40.7%XHS, at 18.4% volatility

JEPIWorst drop−6.7%9.0% vol

JEPQWorst drop−11.5%17.0% vol

XHSWorst drop−12.0%18.4% vol

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQXHS

+6.7%Year to date+36.2%

12.4%Yield0.1%

+7.6%Past year+40.7%

0.35%Fee0.35%

2–1XHS wins

End-of-day Nov 13, 2026

Year to date

+11.5%

1.0%Yield1.0%

$186BAssets$807B

0–0level

End-of-day Nov 13, 2026

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XHS, JEPQ and JEPI

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three