Compare XLFI and JEPQ

XLFI 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%$42.1B1.1

State Street Financial Select Sector SPDR Premium Income ETFIncome · Premium income0.35%11.08%+4.6%+8.7%[…][…]−11.9%11.6%$13M1.7

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

End-of-day Nov 4, 2026 · returns include dividends · since: XLFI 2025 · JEPQ 2022

Head to Head

Swap sides Versus in desk

Head to Head

5Y

State Street Financial Select Sector SPDR Premium Income ETF · $13M[…]

XLFI

JEPQ

JPMorgan Nasdaq Equity Premium Income ETF · $42.1B[…]

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

XLFIMeasureJEPQ

+4.6%Year to dateJan 1 → Nov 4+8.5%

+8.7%1 yearTotal return+9.3%

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

[…]5 years · per year[…]

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

11.08%Trailing 12-mo yield$1,108 · $1,217 a year on $10k12.17%

−11.9%Worst dropSmaller is better−8.8%

11.6%VolatilityLower is calmer15.5%

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

1–4JEPQ wins

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

More Ways to See the Pairs

XLFI vs JEPQ: Top 5 Holdings

Today

XLFI

100.0%in top 5

JEPQ

in top 527.9%

XLFIStockJEPQ

102.9%XLFnot top 5

not top 5NVDA7.1%

not top 5AAPL6.8%

not top 5MSFT5.6%

not top 5MU4.2%

not top 5GOOG4.1%

-0.1%XLF26112not top 5

-0.2%XLF26112not top 5

-2.5%XLF26112not top 5

Held in common0.0%

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

XLFI vs JEPQ Returns, Every Period

1Y

SPDRXLFI

+8.7%

past year

JEPQJ.P. Morgan

+9.3%

past year

XLFIJEPQFaded: behind in that period

0–2JEPQ wins

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

XLFI vs JEPQ

YTD

SPDRXLFI

+4.6%

JEPQJ.P. Morgan

+8.5%

+4.6%Year to date+8.5%

−11.9%Worst drop · 1Y−8.8%

11.6%Volatility · 1Y15.5%

11.1%Yield12.2%

$13.4MAssets$42.1B

3–1JEPQ wins

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

Cost, Income and Risk

Fees: XLFI, JEPQ

Today

0.35%lowest, XLFI

FundExpense ratioFee$10k

XLFI0.35%$35

JEPQ0.35%$35

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

Yields: XLFI, JEPQ

1Y

12.17%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.17%$1,217

XLFI11.08%$1,108

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

XLFI$1,108 − $35 = $1,073

KeptFee

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

Overlap: XLFI, JEPQ

Today

0.0%most shared, XLFI and JEPQ

XLFIJEPQ

XLFI—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

XLFIWorst drop−11.9%11.6% vol

JEPQWorst drop−8.8%15.5% vol

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

Paid More vs Made More

YTD

JEPQXLFI

+8.5%Year to date+4.6%

12.2%Yield11.1%

+9.3%Past year+8.7%

0.35%Fee0.35%

3–0JEPQ wins

End-of-day Nov 4, 2026

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%

$42.1BAssets$46.1B

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%

$123BAssets$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%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026