Compare XLEI and JEPQ

XLEI and JEPQ, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street Energy Select Sector SPDR Premium Income ETFIncome · Premium income0.35%18.78%+38.7%+44.3%[…][…]−8.2%15.2%$209M1.0

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.28%+7.5%+8.6%+20.4%[…]−8.8%15.5%$41.8B1.7

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

End-of-day Nov 3, 2026 · returns include dividends · since: XLEI 2025 · JEPQ 2022

Head to Head

Swap sides Versus in desk

Head to Head

5Y

State Street Energy Select Sector SPDR Premium Income ETF · $209M[…]

XLEI

JEPQ

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

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

XLEIMeasureJEPQ

+38.7%Year to dateJan 1 → Nov 3+7.5%

+44.3%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%

18.78%Trailing 12-mo yield$1,878 · $1,228 a year on $10k12.28%

−8.2%Worst dropSmaller is better−8.8%

15.2%VolatilityLower is calmer15.5%

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

5–0XLEI wins

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

More Ways to See the Pairs

XLEI vs JEPQ: Top 5 Holdings

Today

XLEI

101.3%in top 5

JEPQ

in top 527.5%

XLEIStockJEPQ

101.7%XLEnot top 5

not top 5NVDA6.9%

not top 5AAPL6.9%

not top 5MSFT5.5%

not top 5GOOG4.1%

not top 5MU4.1%

-0.0%XLE26112not top 5

-0.1%XLE26112not top 5

-0.2%XLE26112not top 5

Held in common0.0%

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

XLEI vs JEPQ Returns, Every Period

1Y

SPDRXLEI

+44.3%

past year

JEPQJ.P. Morgan

+8.6%

past year

XLEIJEPQFaded: behind in that period

2–0XLEI wins

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

XLEI vs JEPQ

YTD

SPDRXLEI

+38.7%

JEPQJ.P. Morgan

+7.5%

+38.7%Year to date+7.5%

−8.2%Worst drop · 1Y−8.8%

15.2%Volatility · 1Y15.5%

18.8%Yield12.3%

$209MAssets$41.8B

4–0XLEI wins

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

Cost, Income and Risk

Fees: XLEI, JEPQ

Today

0.35%lowest, XLEI

FundExpense ratioFee$10k

XLEI0.35%$35

JEPQ0.35%$35

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

Yields: XLEI, JEPQ

1Y

18.78%highest, XLEI

FundTrailing yieldYield$10k

XLEI18.78%$1,878

JEPQ12.28%$1,228

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

Income After Fees on $10,000

1Y

$1,843most kept, XLEI

XLEI$1,878 − $35 = $1,843

JEPQ$1,228 − $35 = $1,193

KeptFee

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

Overlap: XLEI, JEPQ

Today

0.0%most shared, XLEI and JEPQ

XLEIJEPQ

XLEI—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

+44.3%XLEI, at 15.2% volatility

XLEIWorst drop−8.2%15.2% 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

XLEIJEPQ

+38.7%Year to date+7.5%

18.8%Yield12.3%

+44.3%Past year+8.6%

0.35%Fee0.35%

3–0XLEI 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