Compare · 3 funds side by side · dividends reinvested

XLP, JEPQ and JEPI

XLPSPDR×JEPQJ.P. Morgan×JEPIJ.P. Morgan×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$14,429XLP · best of the three

02 / 04

XLP, JEPQ and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street Consumer Staples Select Sector SPDR ETFSectors · Consumer0.08%2.44%+18.2%+21.9%+13.0%+7.6%−9.7%15.7%$15.3B1.6

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%8.09%+5.3%+8.2%+10.7%+7.1%−6.7%8.8%$46.8B1.9

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.79%+3.2%+4.5%+17.4%[…]−11.5%16.7%$42.6B2.3

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

End-of-day Nov 6, 2026 · returns include dividends · since: XLP 1998 · JEPQ 2022 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

State Street Consumer Staples Select Sector SPDR ETF · $15.3B$14,429

XLP

JEPQ

JPMorgan Nasdaq Equity Premium Income ETF · $42.6B[…]

$10,000 five years ago, dividends reinvested · they hold 5.7% in common

XLPMeasureJEPQ

+18.2%Year to dateJan 1 → Nov 6+3.2%

+21.9%1 yearTotal return+4.5%

+13.0%3 years · per year$10,000 became $14,410 · $16,202+17.4%

+7.6%5 years · per year$10,000 became $14,429 · […][…]

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

2.44%Trailing 12-mo yield$244 · $1,279 a year on $10k12.79%

−9.7%Worst dropSmaller is better−11.5%

15.7%VolatilityLower is calmer16.7%

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

5–2XLP wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

XLP vs JEPQ: Top 5 Holdings

Today

XLP

42.2%in top 5

JEPQ

in top 528.9%

XLPStockJEPQ

11.4%WMTnot top 5

9.4%COSTnot top 5

7.7%PGnot top 5

not top 5AAPL7.4%

7.4%KOnot top 5

not top 5NVDA6.6%

6.3%PMnot top 5

not top 5MSFT6.1%

not top 5GOOG4.4%

not top 5AMZN4.4%

Held in common5.7%

End-of-day Nov 6, 2026 · share of each fund

XLP vs JEPQ Returns, Every Period

SPDRXLP

+21.9%

past year

JEPQJ.P. Morgan

+4.5%

past year

XLPJEPQFaded: behind in that period

2–1XLP wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Sector vs Income: XLP vs JEPQ

YTD

SPDRXLP

+18.2%

JEPQJ.P. Morgan

+3.2%

+18.2%Year to date+3.2%

−9.7%Worst drop · 1Y−11.5%

15.7%Volatility · 1Y16.7%

2.4%Yield12.8%

$15.3BAssets$42.6B

3–1XLP wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: XLP, JEPQ, JEPI

Today

0.08%lowest, XLP

FundExpense ratioFee$10k

XLP0.08%$8

JEPQ0.35%$35

JEPI0.35%$35

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: XLP, JEPQ, JEPI

12.79%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.79%$1,279

JEPI8.09%$809

XLP2.44%$244

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$1,244most kept, JEPQ

JEPQ$1,279 − $35 = $1,244

JEPI$809 − $35 = $774

XLP$244 − $8 = $236

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: XLP, JEPQ, JEPI

Today

26.8%most shared, JEPQ and JEPI

XLPJEPQJEPI

XLP—5.7%9.0%

JEPQ5.7%—26.8%

JEPI9.0%26.8%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+21.9%XLP, at 15.7% volatility

JEPIWorst drop−6.7%8.8% vol

XLPWorst drop−9.7%15.7% vol

JEPQWorst drop−11.5%16.7% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQXLP

+3.2%Year to date+18.2%

12.8%Yield2.4%

+4.5%Past year+21.9%

0.35%Fee0.08%

3–1XLP wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026