Compare · 3 funds side by side · dividends reinvested

XLRI, JEPI and VOO

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,177VOO · best of the three

02 / 04

XLRI, JEPI and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%8.09%+5.3%+8.2%+10.7%+7.1%−6.7%8.8%$46.8B1.8

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.10%+8.7%+9.8%+21.8%+11.4%−8.9%13.5%$1.00T1.8

State Street Real Estate Select Sector SPDR Premium Income ETFIncome · Premium income0.35%13.99%+2.4%+2.4%[…][…]−8.8%11.3%$3M2.2

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: XLRI 2025 · JEPI 2020 · VOO 2010

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 · $46.8B$14,118

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

XLRIMeasureJEPI

+2.4%Year to dateJan 1 → Nov 6+5.3%

+2.4%1 yearTotal return+8.2%

[…]3 years · per year$10,000 became […] · $13,562+10.7%

[…]5 years · per year$10,000 became […] · $14,118+7.1%

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

13.99%Trailing 12-mo yield$1,399 · $809 a year on $10k8.09%

−8.8%Worst dropSmaller is better−6.7%

11.3%VolatilityLower is calmer8.8%

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

1–4JEPI wins

End-of-day Nov 6, 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 59.9%

XLRIStockJEPI

100.7%XLREnot top 5

not top 5MA2.1%

not top 5MSFT2.0%

not top 5AAPL2.0%

not top 5MMM1.9%

not top 5NEE1.9%

-0.7%XLRE2611not top 5

Held in common0.0%

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

XLRI vs JEPI Returns, Every Period

SPDRXLRI

+2.4%

past year

JEPIJ.P. Morgan

+8.2%

past year

XLRIJEPIFaded: behind in that period

0–2JEPI wins

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

XLRI vs JEPI

YTD

SPDRXLRI

+2.4%

JEPIJ.P. Morgan

+5.3%

+2.4%Year to date+5.3%

−8.8%Worst drop · 1Y−6.7%

11.3%Volatility · 1Y8.8%

14.0%Yield8.1%

$3.1MAssets$46.8B

3–1JEPI wins

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

Cost, Income and Risk

Fees: XLRI, JEPI, VOO

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

XLRI0.35%$35

JEPI0.35%$35

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

Yields: XLRI, JEPI, VOO

13.99%highest, XLRI

FundTrailing yieldYield$10k

XLRI13.99%$1,399

JEPI8.09%$809

VOO1.10%$110

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

Income After Fees on $10,000

$1,364most kept, XLRI

XLRI$1,399 − $35 = $1,364

JEPI$809 − $35 = $774

VOO$110 − $3 = $107

KeptFee

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

Overlap: XLRI, JEPI, VOO

Today

37.5%most shared, JEPI and VOO

XLRIJEPIVOO

XLRI—0.0%0.0%

JEPI0.0%—37.5%

VOO0.0%37.5%—

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

Return vs Bumpiness: 3 ETFs

+9.8%VOO, at 13.5% volatility

JEPIWorst drop−6.7%8.8% vol

XLRIWorst drop−8.8%11.3% vol

VOOWorst drop−8.9%13.5% vol

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

Paid More vs Made More

YTD

XLRIVOO

+2.4%Year to date+8.7%

14.0%Yield1.1%

+2.4%Past year+9.8%

0.35%Fee0.03%

3–1VOO wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

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

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

End-of-day Nov 6, 2026