Compare XLCI and JEPQ

XLCI and JEPQ, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.28%+7.5%+8.6%+20.4%[…]−8.8%15.5%$41.8B1.3

State Street Communication Services Select Sector SPDR Premium Income ETFIncome · Premium income0.35%12.72%−6.7%−4.1%[…][…]−11.1%13.9%$3M1.5

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: XLCI 2025 · JEPQ 2022

Head to Head

Swap sides Versus in desk

Head to Head

5Y

State Street Communication Services Select Sector SPDR Premium Income ETF · $3M[…]

XLCI

JEPQ

JPMorgan Nasdaq Equity Premium Income ETF · $41.8B[…]

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

XLCIMeasureJEPQ

−6.7%Year to dateJan 1 → Nov 3+7.5%

−4.1%1 yearTotal return+8.6%

[…]3 years · per year$10,000 became […] · $17,450+20.4%

[…]5 years · per year[…]

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

12.72%Trailing 12-mo yield$1,272 · $1,228 a year on $10k12.28%

−11.1%Worst dropSmaller is better−8.8%

13.9%VolatilityLower is calmer15.5%

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

2–3JEPQ wins

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

More Ways to See the Pairs

XLCI vs JEPQ: Top 5 Holdings

Today

XLCI

99.4%in top 5

JEPQ

in top 527.5%

XLCIStockJEPQ

99.5%XLCnot top 5

not top 5NVDA6.9%

not top 5AAPL6.9%

not top 5MSFT5.5%

not top 5GOOG4.1%

not top 5MU4.1%

-0.0%XLC26112not top 5

-0.1%XLC26112not top 5

Held in common0.0%

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

XLCI vs JEPQ Returns, Every Period

1Y

SPDRXLCI

−4.1%

past year

JEPQJ.P. Morgan

+8.6%

past year

XLCIJEPQFaded: behind in that period

0–2JEPQ wins

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

XLCI vs JEPQ

YTD

SPDRXLCI

−6.7%

JEPQJ.P. Morgan

+7.5%

−6.7%Year to date+7.5%

−11.1%Worst drop · 1Y−8.8%

13.9%Volatility · 1Y15.5%

12.7%Yield12.3%

$3.4MAssets$41.8B

2–2level

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

Cost, Income and Risk

Fees: XLCI, JEPQ

Today

0.35%lowest, XLCI

FundExpense ratioFee$10k

XLCI0.35%$35

JEPQ0.35%$35

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

Yields: XLCI, JEPQ

1Y

12.72%highest, XLCI

FundTrailing yieldYield$10k

XLCI12.72%$1,272

JEPQ12.28%$1,228

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

Income After Fees on $10,000

1Y

$1,237most kept, XLCI

XLCI$1,272 − $35 = $1,237

JEPQ$1,228 − $35 = $1,193

KeptFee

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

Overlap: XLCI, JEPQ

Today

0.0%most shared, XLCI and JEPQ

XLCIJEPQ

XLCI—0.0%

JEPQ0.0%—

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

Return vs Bumpiness: 2 ETFs

1Y

+8.6%JEPQ, at 15.5% volatility

XLCIWorst drop−11.1%13.9% vol

JEPQWorst drop−8.8%15.5% vol

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

Paid More vs Made More

YTD

XLCIJEPQ

−6.7%Year to date+7.5%

12.7%Yield12.3%

−4.1%Past year+8.6%

0.35%Fee0.35%

2–1JEPQ 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