Compare · 2 funds side by side · dividends reinvested

XLB and JEPQ

XLBSPDR×JEPQJ.P. Morgan×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$13,480XLB · best of the two

02 / 04

XLB and JEPQ, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.79%+3.2%+4.5%+17.4%[…]−11.5%16.7%$40.7B1.4

State Street Materials Select Sector SPDR ETFSectors · Materials0.08%1.66%+16.0%+24.1%+13.1%+6.2%−12.4%18.2%$8.4B1.5

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

End-of-day Nov 6, 2026 · returns include dividends · since: XLB 1998 · JEPQ 2022

Head to Head

Swap sides Versus in desk

Head to Head

State Street Materials Select Sector SPDR ETF · $8.4B$13,480

XLB

JEPQ

JPMorgan Nasdaq Equity Premium Income ETF · $40.7B[…]

$10,000 five years ago, dividends reinvested · they hold 0.8% in common

XLBMeasureJEPQ

+16.0%Year to dateJan 1 → Nov 6+3.2%

+24.1%1 yearTotal return+4.5%

+13.1%3 years · per year$10,000 became $14,459 · $16,202+17.4%

+6.2%5 years · per year$10,000 became $13,479 · […][…]

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

1.66%Trailing 12-mo yield$166 · $1,279 a year on $10k12.79%

−12.4%Worst dropSmaller is better−11.5%

18.2%VolatilityLower is calmer16.7%

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

3–4JEPQ wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

XLB vs JEPQ: Top 5 Holdings

Today

XLB

35.5%in top 5

JEPQ

in top 528.9%

XLBStockJEPQ

13.1%LINnot top 5

not top 5AAPL7.4%

6.9%NEMnot top 5

not top 5NVDA6.6%

not top 5MSFT6.1%

5.3%VMCnot top 5

5.2%ECLnot top 5

5.0%SHWnot top 5

not top 5GOOG4.4%

not top 5AMZN4.4%

Held in common0.8%

End-of-day Nov 6, 2026 · share of each fund

XLB vs JEPQ Returns, Every Period

SPDRXLB

+24.1%

past year

JEPQJ.P. Morgan

+4.5%

past year

XLBJEPQFaded: behind in that period

2–1XLB wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Sector vs Income: XLB vs JEPQ

YTD

SPDRXLB

+16.0%

JEPQJ.P. Morgan

+3.2%

+16.0%Year to date+3.2%

−12.4%Worst drop · 1Y−11.5%

18.2%Volatility · 1Y16.7%

1.7%Yield12.8%

$8.4BAssets$40.7B

3–1JEPQ wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: XLB, JEPQ

Today

0.08%lowest, XLB

FundExpense ratioFee$10k

XLB0.08%$8

JEPQ0.35%$35

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: XLB, JEPQ

12.79%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.79%$1,279

XLB1.66%$166

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$1,244most kept, JEPQ

JEPQ$1,279 − $35 = $1,244

XLB$166 − $8 = $158

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: XLB, JEPQ

Today

0.8%most shared, XLB and JEPQ

XLBJEPQ

XLB—0.8%

JEPQ0.8%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+24.1%XLB, at 18.2% volatility

JEPQWorst drop−11.5%16.7% vol

XLBWorst drop−12.4%18.2% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQXLB

+3.2%Year to date+16.0%

12.8%Yield1.7%

+4.5%Past year+24.1%

0.35%Fee0.08%

3–1XLB wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026