Compare · 3 funds side by side · dividends reinvested

XLSR, JEPQ and JEPI

XLSRSPDR×JEPQJ.P. Morgan×JEPIJ.P. Morgan×

02 / 04

Search ETFs and stocks

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

Story of the three · IncomeMost incomeJEPQ · 12.45% · $1,245 a year on $10k

Story of the three · RiskSmallest drop

XLSR, JEPQ 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%$45.2B1.5

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.45%+6.0%+8.8%+17.6%[…]−11.5%16.9%$40.7B1.9

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%$1.0B2.4

Rank among the three1st → 3rdFee, 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 · JEPQ 2022 · 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

JEPQ

JPMorgan Nasdaq Equity Premium Income ETF · $40.7B[…]

$10,000 five years ago, dividends reinvested · they hold 18.9% in common

XLSR

More Ways to See the Pairs

XLSR vs JEPQ: Top 5 Holdings

Today

XLSR

66.9%in top 5

JEPQ

in top 528.0%

XLSRStockJEPQ

27.3%XLKnot top 5

19.4%XLVnot top 5

10.4%XLFnot top 5

not top 5AAPL7.2%

not top 5NVDA6.2%

Cost, Income and Risk

Fees: XLSR, JEPQ, JEPI

Today

0.35%lowest, JEPQ

FundExpense ratioFee$10k

JEPQ0.35%$35

JEPI0.35%$35

XLSR0.70%$70

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

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

+33.8%Year to date+15.1%

2.9%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

SPYM vs SPY

YTD

SPDRSPYM

+10.9%

SPYSPDR

+10.8%

Measure

JEPQ

+4.3%Year to dateJan 1 → Nov 10+6.0%

+7.8%1 yearTotal return+8.8%

+16.3%3 years · per year$10,000 became $15,742 · $16,284+17.6%

+8.4%5 years · per year$10,000 became $14,943 · […][…]

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

0.41%Trailing 12-mo yield$41 · $1,245 a year on $10k12.45%

−11.1%Worst dropSmaller is better−11.5%

14.6%VolatilityLower is calmer16.9%

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

2–5JEPQ wins

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

not top 5MSFT6.0%

5.2%XLPnot top 5

4.6%XLYnot top 5

not top 5AMZN4.3%

not top 5GOOG4.3%

Held in common18.9%

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

XLSR vs JEPQ Returns, Every Period

1Y

SPDRXLSR

+7.8%

past year

JEPQJ.P. Morgan

+8.8%

past year

XLSRJEPQFaded: behind in that period

0–3JEPQ wins

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

Stocks vs Income: XLSR vs JEPQ

YTD

SPDRXLSR

+4.3%

JEPQJ.P. Morgan

+6.0%

+4.3%Year to date+6.0%

−11.1%Worst drop · 1Y−11.5%

14.6%Volatility · 1Y16.9%

0.4%Yield12.4%

$1.0BAssets$40.7B

2–2level

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

Yields: XLSR, JEPQ, JEPI

1Y

12.45%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.45%$1,245

JEPI7.92%$792

XLSR0.41%$41

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

Income After Fees on $10,000

1Y

$1,210most kept, JEPQ

JEPQ$1,245 − $35 = $1,210

JEPI$792 − $35 = $757

XLSR$41 − $70 = −$29

KeptFee

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

Overlap: XLSR, JEPQ, JEPI

Today

27.8%most shared, JEPQ and JEPI

XLSRJEPQJEPI

XLSR—18.9%12.6%

JEPQ18.9%—27.8%

JEPI12.6%27.8%—

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

Return vs Bumpiness: 3 ETFs

1Y

+10.6%JEPI, at 9.0% volatility

JEPIWorst drop−6.7%9.0% vol

XLSRWorst drop−11.1%14.6% vol

JEPQWorst drop−11.5%16.9% vol

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

Paid More vs Made More

YTD

JEPQJEPI

+6.0%Year to date+7.6%

12.4%Yield7.9%

+8.8%Past year+10.6%

0.35%Fee0.35%

2–1JEPI 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

Loading…

XLSR, JEPQ and JEPI

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three

Yields: XLSR, JEPQ, JEPI