Compare · 2 funds side by side · dividends reinvested

XLSR and JEPI

XLSRSPDR×JEPIJ.P. Morgan×

Versus in desk

02 / 04

IWD+0.0%

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Portfolio

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,943XLSR · best of the two

Story of the two · IncomeMost incomeJEPI · 7.92% · $792 a year on $10k

Story of the two · RiskSmallest drop

XLSR and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.92%+7.6%+10.6%+10.9%+7.6%−6.7%9.0%$45.2B1.3

State Street US Sector Rotation ETFUS Stock Styles · Large cap0.70%0.41%+4.3%+7.8%+16.3%+8.4%−11.1%14.6%$1.0B1.8

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 10, 2026 · returns include dividends · since: XLSR 2019 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

5Y

State Street US Sector Rotation ETF · $1.0B$14,943

XLSR

JEPI

JPMorgan Equity Premium Income ETF · $45.2B$14,429

$10,000 five years ago, dividends reinvested · they hold 12.6% in common

XLSRMeasureJEPI

+4.3%

More Ways to See the Pairs

XLSR vs JEPI: Top 5 Holdings

Today

XLSR

66.9%in top 5

JEPI

in top 59.8%

XLSRStockJEPI

27.3%XLKnot top 5

19.4%XLVnot top 5

10.4%XLFnot top 5

5.2%XLPnot top 5

4.6%XLYnot top 5

Cost, Income and Risk

Fees: XLSR, JEPI

Today

0.35%lowest, JEPI

FundExpense ratioFee$10k

JEPI0.35%$35

XLSR0.70%$70

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

Yields: XLSR, JEPI

1Y

7.92%highest, JEPI

FundTrailing yield

Popular Pairs Near These Two

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

+6.0%Year to date+7.6%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 10, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

SPYM vs SPY

YTD

SPDRSPYM

+10.9%

SPYSPDR

+10.8%

Year to dateJan 1 → Nov 10

+7.6%

+7.8%1 yearTotal return+10.6%

+16.3%3 years · per year$10,000 became $15,742 · $13,634+10.9%

+8.4%5 years · per year$10,000 became $14,943 · $14,429+7.6%

0.70%Expense ratio$70 · $35 a year on $10k · lower is better0.35%

0.41%Trailing 12-mo yield$41 · $792 a year on $10k7.92%

−11.1%Worst dropSmaller is better−6.7%

14.6%VolatilityLower is calmer9.0%

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

2–6JEPI wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5MSFT2.0%

not top 5MA2.0%

not top 5AAPL2.0%

not top 5AMZN1.9%

not top 5MMM1.9%

Held in common12.6%

End-of-day Nov 10, 2026 · share of each fund

XLSR vs JEPI Returns, Every Period

5Y

SPDRXLSR

+8.4%

5 years, per year

JEPIJ.P. Morgan

+7.6%

5 years, per year

XLSRJEPIFaded: behind in that period

2–2Level

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

Stocks vs Income: XLSR vs JEPI

YTD

SPDRXLSR

+4.3%

JEPIJ.P. Morgan

+7.6%

+4.3%Year to date+7.6%

−11.1%Worst drop · 1Y−6.7%

14.6%Volatility · 1Y9.0%

0.4%Yield7.9%

$1.0BAssets$45.2B

4–0JEPI wins

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

Yield

$10k

JEPI7.92%$792

XLSR0.41%$41

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$757most kept, JEPI

JEPI$792 − $35 = $757

XLSR$41 − $70 = −$29

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: XLSR, JEPI

Today

12.6%most shared, XLSR and JEPI

XLSRJEPI

XLSR—12.6%

JEPI12.6%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+10.6%JEPI, at 9.0% volatility

JEPIWorst drop−6.7%9.0% vol

XLSRWorst drop−11.1%14.6% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

JEPIXLSR

+7.6%Year to date+4.3%

7.9%Yield0.4%

+10.6%Past year+7.8%

0.35%Fee0.70%

4–0JEPI wins

End-of-day Nov 10, 2026

+33.8%Year to date+15.1%

2.9%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

+10.9%Year to date+10.8%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 10, 2026

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XLSR and JEPI

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two