Compare XLEM and JEPQ

XLEM and JEPQ, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.17%+8.5%+9.3%+20.3%[…]−8.8%15.5%$41.8B1.1

State Street S&P 500 Energy Market Sector SPDR ETFLow-Cost Core · S&P 5000.12%0.00%[…][…][…][…][…][…]$510K1.5

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

End-of-day Nov 4, 2026 · returns include dividends · since: XLEM 2026 · JEPQ 2022

Head to Head

Swap sides Versus in desk

Head to Head

5Y

State Street S&P 500 Energy Market Sector SPDR ETF · $510K[…]

XLEM

JEPQ

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

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

XLEMMeasureJEPQ

[…]Year to dateJan 1 → Nov 4+8.5%

[…]1 yearTotal return+9.3%

[…]3 years · per year$10,000 became […] · $17,406+20.3%

[…]5 years · per year[…]

0.12%Expense ratio$12 · $35 a year on $10k · lower is better0.35%

0.00%Trailing 12-mo yield$0 · $1,217 a year on $10k12.17%

[…]Worst dropSmaller is better−8.8%

[…]VolatilityLower is calmer15.5%

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

1–1Level

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

XLEM vs JEPQ: Top 5 Holdings

Today

XLEM

98.6%in top 5

JEPQ

in top 527.9%

XLEMStockJEPQ

84.7%XLEnot top 5

9.4%XOMnot top 5

not top 5NVDA7.1%

not top 5AAPL6.8%

not top 5MSFT5.6%

not top 5MU4.2%

not top 5GOOG4.1%

2.6%CVXnot top 5

1.0%COPnot top 5

0.9%VLOnot top 5

Held in common0.0%

End-of-day Nov 4, 2026 · share of each fund

XLEM vs JEPQ Returns, Every Period

1Y

SPDRXLEM

[…]

past year

JEPQJ.P. Morgan

+9.3%

past year

Returns […]

XLEMJEPQFaded: behind in that period

0–0Level

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Core vs Income: XLEM vs JEPQ

YTD

SPDRXLEM

[…]

JEPQJ.P. Morgan

+8.5%

[…]Year to date+8.5%

[…]Worst drop · 1Y−8.8%

[…]Volatility · 1Y15.5%

0.0%Yield12.2%

$510KAssets$41.8B

1–0JEPQ wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: XLEM, JEPQ

Today

0.12%lowest, XLEM

FundExpense ratioFee$10k

XLEM0.12%$12

JEPQ0.35%$35

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: XLEM, JEPQ

1Y

12.17%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.17%$1,217

XLEM0.00%$0

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$1,182most kept, JEPQ

JEPQ$1,217 − $35 = $1,182

XLEM$0 − $12 = −$12

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: XLEM, JEPQ

Today

0.0%most shared, XLEM and JEPQ

XLEMJEPQ

XLEM—0.0%

JEPQ0.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+9.3%JEPQ, at 15.5% volatility

JEPQWorst drop−8.8%15.5% vol

XLEMWorst drop[…][…]

End-of-day Nov 4, 2026 · up and left is better

Popular Pairs Near These Two

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026