Compare · 3 funds side by side · dividends reinvested

XLII, JEPQ and JEPI

XLIISPDR×JEPQJ.P. Morgan×JEPIJ.P. Morgan×

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$14,545JEPI · best of the three

Story of the three · IncomeMost incomeXLII · 13.45% · $1,345 a year on $10k

Story of the three · RiskSmallest drop

XLII, JEPQ and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street Industrial Select Sector SPDR Premium Income ETFIncome · Premium income0.35%13.45%+9.0%+11.4%[…][…]−10.4%13.8%$17M1.3

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.84%+8.6%+11.2%+11.1%+7.8%−6.7%9.0%$46.8B1.6

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.20%+8.1%+9.0%+18.2%[…]−11.5%16.9%$41.8B2.3

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 11, 2026 · returns include dividends · since: XLII 2025 · JEPQ 2022 · JEPI 2020

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

More Ways to See the Pairs

XLII vs JEPQ: Top 5 Holdings

Today

XLII

99.5%in top 5

JEPQ

in top 527.6%

XLIIStockJEPQ

100.1%XLInot top 5

not top 5AAPL7.2%

not top 5NVDA5.9%

not top 5MSFT5.9%

not top 5AMZN4.4%

Cost, Income and Risk

Fees: XLII, JEPQ, JEPI

Today

0.35%lowest, XLII

FundExpense ratioFee$10k

XLII0.35%$35

JEPQ0.35%$35

JEPI0.35%$35

End-of-day Nov 11, 2026 · fee on $10,000 a year

Yields: XLII, JEPQ, JEPI

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

SPYM vs SPY

YTD

SPDRSPYM

+12.4%

SPYSPDR

+12.3%

XLII

Measure

JEPQ

+9.0%Year to dateJan 1 → Nov 11+8.1%

+11.4%1 yearTotal return+9.0%

[…]3 years · per year$10,000 became […] · $16,525+18.2%

[…]5 years · per year[…]

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

13.45%Trailing 12-mo yield$1,345 · $1,220 a year on $10k12.20%

−10.4%Worst dropSmaller is better−11.5%

13.8%VolatilityLower is calmer16.9%

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

5–0XLII wins

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5GOOG4.3%

-0.0%XLI26112not top 5

-0.6%XLI26112not top 5

Held in common0.0%

End-of-day Nov 11, 2026 · share of each fund

XLII vs JEPQ Returns, Every Period

1Y

SPDRXLII

+11.4%

past year

JEPQJ.P. Morgan

+9.0%

past year

XLIIJEPQFaded: behind in that period

2–0XLII wins

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

XLII vs JEPQ

YTD

SPDRXLII

+9.0%

JEPQJ.P. Morgan

+8.1%

+9.0%Year to date+8.1%

−10.4%Worst drop · 1Y−11.5%

13.8%Volatility · 1Y16.9%

13.5%Yield12.2%

$17.3MAssets$41.8B

4–0XLII wins

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

1Y

13.45%highest, XLII

FundTrailing yieldYield$10k

XLII13.45%$1,345

JEPQ12.20%$1,220

JEPI7.84%$784

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$1,310most kept, XLII

XLII$1,345 − $35 = $1,310

JEPQ$1,220 − $35 = $1,185

JEPI$784 − $35 = $749

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: XLII, JEPQ, JEPI

Today

28.3%most shared, JEPQ and JEPI

XLIIJEPQJEPI

XLII—0.0%0.0%

JEPQ0.0%—28.3%

JEPI0.0%28.3%—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+11.4%XLII, at 13.8% volatility

JEPIWorst drop−6.7%9.0% vol

XLIIWorst drop−10.4%13.8% vol

JEPQWorst drop−11.5%16.9% vol

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

XLIIJEPI

+9.0%Year to date+8.6%

13.5%Yield7.8%

+11.4%Past year+11.2%

0.35%Fee0.35%

3–0XLII wins

End-of-day Nov 11, 2026

+12.4%Year to date+12.3%

1.0%Yield1.0%

$183BAssets$793B

1–0SPYM wins

End-of-day Nov 11, 2026

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XLII, JEPQ and JEPI

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three