Compare XLBI and JEPQ

XLBI and JEPQ, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street Materials Select Sector SPDR Premium Income ETFIncome · Premium income0.35%15.81%+10.7%+16.7%[…][…]−10.7%13.5%$10M1.0

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.79%+3.2%+4.5%+17.4%[…]−11.5%16.7%$42.6B1.7

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: XLBI 2025 · JEPQ 2022

Head to Head

Swap sides Versus in desk

Head to Head

5Y

State Street Materials Select Sector SPDR Premium Income ETF · $10M[…]

XLBI

JEPQ

JPMorgan Nasdaq Equity Premium Income ETF · $42.6B[…]

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

XLBIMeasureJEPQ

+10.7%Year to dateJan 1 → Nov 6+3.2%

+16.7%1 yearTotal return+4.5%

[…]3 years · per year$10,000 became […] · $16,202+17.4%

[…]5 years · per year[…]

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

15.81%Trailing 12-mo yield$1,581 · $1,279 a year on $10k12.79%

−10.7%Worst dropSmaller is better−11.5%

13.5%VolatilityLower is calmer16.7%

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

5–0XLBI wins

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

More Ways to See the Pairs

XLBI vs JEPQ: Top 5 Holdings

Today

XLBI

99.9%in top 5

JEPQ

in top 528.9%

XLBIStockJEPQ

103.4%XLBnot top 5

not top 5AAPL7.4%

not top 5NVDA6.6%

not top 5MSFT6.1%

not top 5GOOG4.4%

not top 5AMZN4.4%

-0.0%XLB26112not top 5

-0.2%XLB26112not top 5

-3.3%XLB26112not top 5

Held in common0.0%

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

XLBI vs JEPQ Returns, Every Period

1Y

SPDRXLBI

+16.7%

past year

JEPQJ.P. Morgan

+4.5%

past year

XLBIJEPQFaded: behind in that period

2–0XLBI wins

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

XLBI vs JEPQ

YTD

SPDRXLBI

+10.7%

JEPQJ.P. Morgan

+3.2%

+10.7%Year to date+3.2%

−10.7%Worst drop · 1Y−11.5%

13.5%Volatility · 1Y16.7%

15.8%Yield12.8%

$9.9MAssets$42.6B

4–0XLBI wins

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

Cost, Income and Risk

Fees: XLBI, JEPQ

Today

0.35%lowest, XLBI

FundExpense ratioFee$10k

XLBI0.35%$35

JEPQ0.35%$35

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

Yields: XLBI, JEPQ

1Y

15.81%highest, XLBI

FundTrailing yieldYield$10k

XLBI15.81%$1,581

JEPQ12.79%$1,279

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

Income After Fees on $10,000

1Y

$1,546most kept, XLBI

XLBI$1,581 − $35 = $1,546

JEPQ$1,279 − $35 = $1,244

KeptFee

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

Overlap: XLBI, JEPQ

Today

0.0%most shared, XLBI and JEPQ

XLBIJEPQ

XLBI—0.0%

JEPQ0.0%—

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

Return vs Bumpiness: 2 ETFs

1Y

+16.7%XLBI, at 13.5% volatility

XLBIWorst drop−10.7%13.5% vol

JEPQWorst drop−11.5%16.7% vol

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

Paid More vs Made More

YTD

XLBIJEPQ

+10.7%Year to date+3.2%

15.8%Yield12.8%

+16.7%Past year+4.5%

0.35%Fee0.35%

3–0XLBI 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%

$42.6BAssets$46.8B

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%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026