Compare · 3 funds side by side · dividends reinvested

XLEM, JEPQ and JEPI

XLEMSPDR×JEPQJ.P. Morgan×JEPIJ.P. Morgan×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$14,322JEPI · best of the three

02 / 04

XLEM, JEPQ and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.96%+7.0%+9.8%+12.4%+7.4%−6.7%7.9%$46.0B1.5

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.28%+7.5%+8.6%+20.4%[…]−8.8%15.5%$41.8B1.6

State Street S&P 500 Energy Market Sector SPDR ETFLow-Cost Core · S&P 5000.12%0.00%[…][…][…][…][…][…]$510K2.0

Rank among the three1st → 3rdFee, 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: XLEM 2026 · JEPQ 2022 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

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 3+7.5%

[…]1 yearTotal return+8.6%

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

[…]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 · $1,228 a year on $10k12.28%

[…]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 3, 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 527.5%

XLEMStockJEPQ

84.8%XLEnot top 5

9.4%XOMnot top 5

not top 5NVDA6.9%

not top 5AAPL6.9%

not top 5MSFT5.5%

not top 5GOOG4.1%

not top 5MU4.1%

2.6%CVXnot top 5

1.0%COPnot top 5

0.9%VLOnot top 5

Held in common0.0%

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

XLEM vs JEPQ Returns, Every Period

SPDRXLEM

[…]

past year

JEPQJ.P. Morgan

+8.6%

past year

Returns […]

XLEMJEPQFaded: behind in that period

0–0Level

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

Core vs Income: XLEM vs JEPQ

YTD

SPDRXLEM

[…]

JEPQJ.P. Morgan

+7.5%

[…]Year to date+7.5%

[…]Worst drop · 1Y−8.8%

[…]Volatility · 1Y15.5%

0.0%Yield12.3%

$510KAssets$41.8B

1–0JEPQ wins

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

Cost, Income and Risk

Fees: XLEM, JEPQ, JEPI

Today

0.12%lowest, XLEM

FundExpense ratioFee$10k

XLEM0.12%$12

JEPQ0.35%$35

JEPI0.35%$35

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

Yields: XLEM, JEPQ, JEPI

12.28%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.28%$1,228

JEPI7.96%$796

XLEM0.00%$0

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

Income After Fees on $10,000

$1,193most kept, JEPQ

JEPQ$1,228 − $35 = $1,193

JEPI$796 − $35 = $761

XLEM$0 − $12 = −$12

KeptFee

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

Overlap: XLEM, JEPQ, JEPI

Today

26.6%most shared, JEPQ and JEPI

XLEMJEPQJEPI

XLEM—0.0%1.2%

JEPQ0.0%—26.6%

JEPI1.2%26.6%—

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

Return vs Bumpiness: 3 ETFs

+9.8%JEPI, at 7.9% volatility

JEPIWorst drop−6.7%7.9% vol

JEPQWorst drop−8.8%15.5% vol

XLEMWorst drop[…][…]

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

Paid More vs Made More

YTD

JEPQJEPI

+7.5%Year to date+7.0%

12.3%Yield8.0%

+8.6%Past year+9.8%

0.35%Fee0.35%

2–1JEPQ wins

End-of-day Nov 3, 2026

Popular Pairs Near These Three

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