Compare · 2 funds side by side · dividends reinvested

XLRI and JEPI

XLRISPDR×JEPIJ.P. Morgan×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,635JEPI · best of the two

02 / 04

XLRI and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.83%+8.8%+11.9%+12.6%+7.9%−6.7%8.1%$46.0B1.1

State Street Real Estate Select Sector SPDR Premium Income ETFIncome · Premium income0.35%13.75%+4.1%+4.7%[…][…]−8.8%11.2%$3M1.7

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: XLRI 2025 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

State Street Real Estate Select Sector SPDR Premium Income ETF · $3M[…]

XLRI

JEPI

JPMorgan Equity Premium Income ETF · $46.0B$14,635

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

XLRIMeasureJEPI

+4.1%Year to dateJan 1 → Nov 4+8.8%

+4.7%1 yearTotal return+11.9%

[…]3 years · per year$10,000 became […] · $14,269+12.6%

[…]5 years · per year$10,000 became […] · $14,635+7.9%

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

13.75%Trailing 12-mo yield$1,375 · $783 a year on $10k7.83%

−8.8%Worst dropSmaller is better−6.7%

11.2%VolatilityLower is calmer8.1%

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

1–4JEPI wins

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

More Ways to See the Pairs

XLRI vs JEPI: Top 5 Holdings

Today

XLRI

100.0%in top 5

JEPI

in top 59.5%

XLRIStockJEPI

104.4%XLREnot top 5

not top 5MA2.0%

not top 5MSFT1.9%

not top 5V1.9%

not top 5AAPL1.9%

not top 5NEE1.8%

-4.4%XLRE2611not top 5

Held in common0.0%

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

XLRI vs JEPI Returns, Every Period

SPDRXLRI

+4.7%

past year

JEPIJ.P. Morgan

+11.9%

past year

XLRIJEPIFaded: behind in that period

0–2JEPI wins

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

XLRI vs JEPI

YTD

SPDRXLRI

+4.1%

JEPIJ.P. Morgan

+8.8%

+4.1%Year to date+8.8%

−8.8%Worst drop · 1Y−6.7%

11.2%Volatility · 1Y8.1%

13.8%Yield7.8%

$3.1MAssets$46.0B

3–1JEPI wins

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

Cost, Income and Risk

Fees: XLRI, JEPI

Today

0.35%lowest, XLRI

FundExpense ratioFee$10k

XLRI0.35%$35

JEPI0.35%$35

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

Yields: XLRI, JEPI

13.75%highest, XLRI

FundTrailing yieldYield$10k

XLRI13.75%$1,375

JEPI7.83%$783

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

Income After Fees on $10,000

$1,340most kept, XLRI

XLRI$1,375 − $35 = $1,340

JEPI$783 − $35 = $748

KeptFee

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

Overlap: XLRI, JEPI

Today

0.0%most shared, XLRI and JEPI

XLRIJEPI

XLRI—0.0%

JEPI0.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+11.9%JEPI, at 8.1% volatility

JEPIWorst drop−6.7%8.1% vol

XLRIWorst drop−8.8%11.2% vol

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

Paid More vs Made More

YTD

XLRIJEPI

+4.1%Year to date+8.8%

13.8%Yield7.8%

+4.7%Past year+11.9%

0.35%Fee0.35%

2–1JEPI 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