Compare · 2 funds side by side · dividends reinvested

XLI and JEPQ

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,687XLI · best of the two

02 / 04

XLI and JEPQ, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street Industrial Select Sector SPDR ETFSectors · Industrials0.08%1.10%+11.3%+11.7%+22.8%+12.1%−12.2%17.3%$31.5B1.4

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

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: XLI 1998 · JEPQ 2022

Head to Head

Swap sides Versus in desk

Head to Head

State Street Industrial Select Sector SPDR ETF · $31.5B$17,687

XLI

JEPQ

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

$10,000 five years ago, dividends reinvested · they hold 2.2% in common

XLIMeasureJEPQ

+11.3%Year to dateJan 1 → Nov 3+7.5%

+11.7%1 yearTotal return+8.6%

+22.8%3 years · per year$10,000 became $18,519 · $17,450+20.4%

+12.1%5 years · per year$10,000 became $17,687 · […][…]

0.08%Expense ratio$8 · $35 a year on $10k · lower is better0.35%

1.10%Trailing 12-mo yield$110 · $1,228 a year on $10k12.28%

−12.2%Worst dropSmaller is better−8.8%

17.3%VolatilityLower is calmer15.5%

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

4–3XLI wins

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

More Ways to See the Pairs

XLI vs JEPQ: Top 5 Holdings

Today

XLI

24.2%in top 5

JEPQ

in top 527.5%

XLIStockJEPQ

not top 5NVDA6.9%

not top 5AAPL6.9%

6.0%GEnot top 5

5.5%CATnot top 5

not top 5MSFT5.5%

5.0%RTXnot top 5

4.4%GEVnot top 5

not top 5GOOG4.1%

not top 5MU4.1%

3.3%UNPnot top 5

Held in common2.2%

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

XLI vs JEPQ Returns, Every Period

SPDRXLI

+11.7%

past year

JEPQJ.P. Morgan

+8.6%

past year

XLIJEPQFaded: behind in that period

3–0XLI wins

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

Sector vs Income: XLI vs JEPQ

YTD

SPDRXLI

+11.3%

JEPQJ.P. Morgan

+7.5%

+11.3%Year to date+7.5%

−12.2%Worst drop · 1Y−8.8%

17.3%Volatility · 1Y15.5%

1.1%Yield12.3%

$31.5BAssets$41.8B

3–1JEPQ wins

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

Cost, Income and Risk

Fees: XLI, JEPQ

Today

0.08%lowest, XLI

FundExpense ratioFee$10k

XLI0.08%$8

JEPQ0.35%$35

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

Yields: XLI, JEPQ

12.28%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.28%$1,228

XLI1.10%$110

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

XLI$110 − $8 = $102

KeptFee

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

Overlap: XLI, JEPQ

Today

2.2%most shared, XLI and JEPQ

XLIJEPQ

XLI—2.2%

JEPQ2.2%—

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

Return vs Bumpiness: 2 ETFs

+11.7%XLI, at 17.3% volatility

JEPQWorst drop−8.8%15.5% vol

XLIWorst drop−12.2%17.3% vol

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

Paid More vs Made More

YTD

JEPQXLI

+7.5%Year to date+11.3%

12.3%Yield1.1%

+8.6%Past year+11.7%

0.35%Fee0.08%

3–1XLI 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