Compare XLII and JEPQ

XLII and JEPQ, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street Industrial Select Sector SPDR Premium Income ETFIncome · Premium income0.35%13.59%+7.9%+10.6%[…][…]−10.1%13.0%$17M1.3

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.17%+8.5%+9.3%+20.3%[…]−8.8%15.5%$41.8B1.4

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: XLII 2025 · JEPQ 2022

Head to Head

Swap sides Versus in desk

Head to Head

5Y

State Street Industrial Select Sector SPDR Premium Income ETF · $17M[…]

XLII

JEPQ

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

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

XLIIMeasureJEPQ

+7.9%Year to dateJan 1 → Nov 4+8.5%

+10.6%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%

13.59%Trailing 12-mo yield$1,359 · $1,217 a year on $10k12.17%

−10.1%Worst dropSmaller is better−8.8%

13.0%VolatilityLower is calmer15.5%

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

3–2XLII wins

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

More Ways to See the Pairs

XLII vs JEPQ: Top 5 Holdings

Today

XLII

99.5%in top 5

JEPQ

in top 527.9%

XLIIStockJEPQ

101.4%XLInot top 5

not top 5NVDA7.1%

not top 5AAPL6.8%

not top 5MSFT5.6%

not top 5MU4.2%

not top 5GOOG4.1%

-0.0%XLI26112not top 5

-0.1%XLI26112not top 5

-1.8%XLI26112not top 5

Held in common0.0%

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

XLII vs JEPQ Returns, Every Period

1Y

SPDRXLII

+10.6%

past year

JEPQJ.P. Morgan

+9.3%

past year

XLIIJEPQFaded: behind in that period

1–1Level

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

XLII vs JEPQ

YTD

SPDRXLII

+7.9%

JEPQJ.P. Morgan

+8.5%

+7.9%Year to date+8.5%

−10.1%Worst drop · 1Y−8.8%

13.0%Volatility · 1Y15.5%

13.6%Yield12.2%

$17.5MAssets$41.8B

2–2level

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

Cost, Income and Risk

Fees: XLII, JEPQ

Today

0.35%lowest, XLII

FundExpense ratioFee$10k

XLII0.35%$35

JEPQ0.35%$35

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

Yields: XLII, JEPQ

1Y

13.59%highest, XLII

FundTrailing yieldYield$10k

XLII13.59%$1,359

JEPQ12.17%$1,217

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

Income After Fees on $10,000

1Y

$1,324most kept, XLII

XLII$1,359 − $35 = $1,324

JEPQ$1,217 − $35 = $1,182

KeptFee

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

Overlap: XLII, JEPQ

Today

0.0%most shared, XLII and JEPQ

XLIIJEPQ

XLII—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

+10.6%XLII, at 13.0% volatility

XLIIWorst drop−10.1%13.0% 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

XLIIJEPQ

+7.9%Year to date+8.5%

13.6%Yield12.2%

+10.6%Past year+9.3%

0.35%Fee0.35%

2–1XLII 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%

$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