Compare · 2 funds side by side · dividends reinvested

XLB and JEPI

XLBSPDR×JEPIJ.P. Morgan×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,322JEPI · best of the two

02 / 04

XLB and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street Materials Select Sector SPDR ETFSectors · Materials0.08%1.64%+17.5%+25.0%+14.1%+6.2%−12.4%17.8%$8.5B1.5

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.96%+7.0%+9.8%+12.4%+7.4%−6.7%7.9%$46.0B1.5

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: XLB 1998 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

State Street Materials Select Sector SPDR ETF · $8.5B$13,519

XLB

JEPI

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

$10,000 five years ago, dividends reinvested · they hold 1.4% in common

XLBMeasureJEPI

+17.5%Year to dateJan 1 → Nov 3+7.0%

+25.0%1 yearTotal return+9.8%

+14.1%3 years · per year$10,000 became $14,860 · $14,201+12.4%

+6.2%5 years · per year$10,000 became $13,519 · $14,322+7.4%

0.08%Expense ratio$8 · $35 a year on $10k · lower is better0.35%

1.64%Trailing 12-mo yield$164 · $796 a year on $10k7.96%

−12.4%Worst dropSmaller is better−6.7%

17.8%VolatilityLower is calmer7.9%

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

4–4Level

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

More Ways to See the Pairs

XLB vs JEPI: Top 5 Holdings

Today

XLB

34.5%in top 5

JEPI

in top 59.5%

XLBStockJEPI

12.6%LINnot top 5

6.4%NEMnot top 5

5.2%FCXnot top 5

5.2%VMCnot top 5

5.1%ECLnot top 5

not top 5MA2.0%

not top 5V1.9%

not top 5AAPL1.9%

not top 5MSFT1.9%

not top 5NEE1.8%

Held in common1.4%

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

XLB vs JEPI Returns, Every Period

SPDRXLB

+6.2%

5 years, per year

JEPIJ.P. Morgan

+7.4%

5 years, per year

XLBJEPIFaded: behind in that period

3–1XLB wins

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

Sector vs Income: XLB vs JEPI

YTD

SPDRXLB

+17.5%

JEPIJ.P. Morgan

+7.0%

+17.5%Year to date+7.0%

−12.4%Worst drop · 1Y−6.7%

17.8%Volatility · 1Y7.9%

1.6%Yield8.0%

$8.5BAssets$46.0B

3–1JEPI wins

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

Cost, Income and Risk

Fees: XLB, JEPI

Today

0.08%lowest, XLB

FundExpense ratioFee$10k

XLB0.08%$8

JEPI0.35%$35

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

Yields: XLB, JEPI

7.96%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.96%$796

XLB1.64%$164

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

Income After Fees on $10,000

$761most kept, JEPI

JEPI$796 − $35 = $761

XLB$164 − $8 = $156

KeptFee

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

Overlap: XLB, JEPI

Today

1.4%most shared, XLB and JEPI

XLBJEPI

XLB—1.4%

JEPI1.4%—

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

Return vs Bumpiness: 2 ETFs

+25.0%XLB, at 17.8% volatility

JEPIWorst drop−6.7%7.9% vol

XLBWorst drop−12.4%17.8% vol

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

Paid More vs Made More

YTD

JEPIXLB

+7.0%Year to date+17.5%

8.0%Yield1.6%

+9.8%Past year+25.0%

0.35%Fee0.08%

3–1XLB 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