Compare XLCI, JEPI and VOO

XLCI, JEPI and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.07%+11.3%+13.6%+22.0%+11.9%−8.9%13.7%$1.00T1.5

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.93%+7.5%+10.9%+11.0%+7.6%−6.7%9.0%$45.2B1.8

State Street Communication Services Select Sector SPDR Premium Income ETFIncome · Premium income0.35%12.05%−1.4%+3.1%[…][…]−11.1%14.5%$4M2.5

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

End-of-day Nov 9, 2026 · returns include dividends · since: XLCI 2025 · JEPI 2020 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

5Y

State Street Communication Services Select Sector SPDR Premium Income ETF · $4M[…]

XLCI

JEPI

JPMorgan Equity Premium Income ETF · $45.2B$14,448

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

XLCIMeasureJEPI

−1.4%Year to dateJan 1 → Nov 9+7.5%

+3.1%1 yearTotal return+10.9%

[…]3 years · per year$10,000 became […] · $13,679+11.0%

[…]5 years · per year$10,000 became […] · $14,448+7.6%

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

12.05%Trailing 12-mo yield$1,205 · $793 a year on $10k7.93%

−11.1%Worst dropSmaller is better−6.7%

14.5%VolatilityLower is calmer9.0%

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

1–4JEPI wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

XLCI vs JEPI: Top 5 Holdings

Today

XLCI

99.9%in top 5

JEPI

in top 59.9%

XLCIStockJEPI

100.2%XLCnot top 5

not top 5MA2.0%

not top 5MSFT2.0%

not top 5AAPL2.0%

not top 5V1.9%

not top 5MMM1.9%

-0.0%XLC26112not top 5

-0.2%XLC26112not top 5

Held in common0.0%

End-of-day Nov 9, 2026 · share of each fund

XLCI vs JEPI Returns, Every Period

1Y

SPDRXLCI

+3.1%

past year

JEPIJ.P. Morgan

+10.9%

past year

XLCIJEPIFaded: behind in that period

0–2JEPI wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

XLCI vs JEPI

YTD

SPDRXLCI

−1.4%

JEPIJ.P. Morgan

+7.5%

−1.4%Year to date+7.5%

−11.1%Worst drop · 1Y−6.7%

14.5%Volatility · 1Y9.0%

12.0%Yield7.9%

$3.5MAssets$45.2B

3–1JEPI wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: XLCI, JEPI, VOO

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

XLCI0.35%$35

JEPI0.35%$35

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: XLCI, JEPI, VOO

1Y

12.05%highest, XLCI

FundTrailing yieldYield$10k

XLCI12.05%$1,205

JEPI7.93%$793

VOO1.07%$107

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$1,170most kept, XLCI

XLCI$1,205 − $35 = $1,170

JEPI$793 − $35 = $758

VOO$107 − $3 = $104

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: XLCI, JEPI, VOO

Today

38.2%most shared, JEPI and VOO

XLCIJEPIVOO

XLCI—0.0%0.0%

JEPI0.0%—38.2%

VOO0.0%38.2%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+13.6%VOO, at 13.7% volatility

JEPIWorst drop−6.7%9.0% vol

VOOWorst drop−8.9%13.7% vol

XLCIWorst drop−11.1%14.5% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

XLCIVOO

−1.4%Year to date+11.3%

12.0%Yield1.1%

+3.1%Past year+13.6%

0.35%Fee0.03%

3–1VOO wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$875B

0–0level

End-of-day Nov 9, 2026