Compare · 2 funds side by side · dividends reinvested

XLFI and JEPI

XLFISPDR×JEPIJ.P. Morgan×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,108JEPI · best of the two

02 / 04

XLFI and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%8.09%+5.2%+8.3%+11.0%+7.1%−6.7%8.8%$46.8B1.1

State Street Financial Select Sector SPDR Premium Income ETFIncome · Premium income0.35%11.22%+3.4%+6.8%[…][…]−11.9%11.7%$14M1.7

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

End-of-day Nov 5, 2026 · returns include dividends · since: XLFI 2025 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

State Street Financial Select Sector SPDR Premium Income ETF · $14M[…]

XLFI

JEPI

JPMorgan Equity Premium Income ETF · $46.8B$14,108

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

XLFIMeasureJEPI

+3.4%Year to dateJan 1 → Nov 5+5.2%

+6.8%1 yearTotal return+8.3%

[…]3 years · per year$10,000 became […] · $13,674+11.0%

[…]5 years · per year$10,000 became […] · $14,108+7.1%

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

11.22%Trailing 12-mo yield$1,122 · $809 a year on $10k8.09%

−11.9%Worst dropSmaller is better−6.7%

11.7%VolatilityLower is calmer8.8%

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

1–4JEPI wins

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

More Ways to See the Pairs

XLFI vs JEPI: Top 5 Holdings

Today

XLFI

100.0%in top 5

JEPI

in top 59.9%

XLFIStockJEPI

105.5%XLFnot top 5

not top 5MA2.0%

not top 5MSFT2.0%

not top 5MMM1.9%

not top 5AAPL1.9%

not top 5V1.9%

-0.1%XLF26112not top 5

-0.2%XLF26112not top 5

-0.4%XLF26112not top 5

-4.8%XLF26112not top 5

Held in common0.0%

End-of-day Nov 5, 2026 · share of each fund

XLFI vs JEPI Returns, Every Period

SPDRXLFI

+6.8%

past year

JEPIJ.P. Morgan

+8.3%

past year

XLFIJEPIFaded: behind in that period

0–2JEPI wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

XLFI vs JEPI

YTD

SPDRXLFI

+3.4%

JEPIJ.P. Morgan

+5.2%

+3.4%Year to date+5.2%

−11.9%Worst drop · 1Y−6.7%

11.7%Volatility · 1Y8.8%

11.2%Yield8.1%

$13.5MAssets$46.8B

3–1JEPI wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: XLFI, JEPI

Today

0.35%lowest, XLFI

FundExpense ratioFee$10k

XLFI0.35%$35

JEPI0.35%$35

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: XLFI, JEPI

11.22%highest, XLFI

FundTrailing yieldYield$10k

XLFI11.22%$1,122

JEPI8.09%$809

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$1,087most kept, XLFI

XLFI$1,122 − $35 = $1,087

JEPI$809 − $35 = $774

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: XLFI, JEPI

Today

0.0%most shared, XLFI and JEPI

XLFIJEPI

XLFI—0.0%

JEPI0.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+8.3%JEPI, at 8.8% volatility

JEPIWorst drop−6.7%8.8% vol

XLFIWorst drop−11.9%11.7% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

XLFIJEPI

+3.4%Year to date+5.2%

11.2%Yield8.1%

+6.8%Past year+8.3%

0.35%Fee0.35%

2–1JEPI wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026