Compare XLUI, JEPI and VOO

XLUI, JEPI and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.05%+13.4%+13.5%+24.2%+12.6%−8.9%12.8%$1.00T1.6

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.83%+8.8%+11.9%+12.6%+7.9%−6.7%8.1%$46.1B1.8

State Street Utilities Select Sector SPDR Premium Income ETFIncome · Premium income0.35%15.47%+7.5%+4.5%[…][…]−12.3%12.1%$69M2.3

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

End-of-day Nov 4, 2026 · returns include dividends · since: XLUI 2025 · JEPI 2020 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

5Y

State Street Utilities Select Sector SPDR Premium Income ETF · $69M[…]

XLUI

JEPI

JPMorgan Equity Premium Income ETF · $46.1B$14,635

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

XLUIMeasureJEPI

+7.5%Year to dateJan 1 → Nov 4+8.8%

+4.5%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%

15.47%Trailing 12-mo yield$1,547 · $783 a year on $10k7.83%

−12.3%Worst dropSmaller is better−6.7%

12.1%VolatilityLower is calmer8.1%

XLUIJEPI 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

XLUI vs JEPI: Top 5 Holdings

Today

XLUI

102.0%in top 5

JEPI

in top 59.5%

XLUIStockJEPI

102.2%XLUnot top 5

not top 5MA2.0%

not top 5MSFT1.9%

not top 5V1.9%

not top 5AAPL1.9%

not top 5NEE1.8%

-0.0%XLU26112not top 5

-0.1%XLU26112not top 5

Held in common0.0%

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

XLUI vs JEPI Returns, Every Period

1Y

SPDRXLUI

+4.5%

past year

JEPIJ.P. Morgan

+11.9%

past year

XLUIJEPIFaded: behind in that period

0–2JEPI wins

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

XLUI vs JEPI

YTD

SPDRXLUI

+7.5%

JEPIJ.P. Morgan

+8.8%

+7.5%Year to date+8.8%

−12.3%Worst drop · 1Y−6.7%

12.1%Volatility · 1Y8.1%

15.5%Yield7.8%

$68.8MAssets$46.1B

3–1JEPI wins

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

Cost, Income and Risk

Fees: XLUI, JEPI, VOO

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

XLUI0.35%$35

JEPI0.35%$35

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

Yields: XLUI, JEPI, VOO

1Y

15.47%highest, XLUI

FundTrailing yieldYield$10k

XLUI15.47%$1,547

JEPI7.83%$783

VOO1.05%$105

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

Income After Fees on $10,000

1Y

$1,512most kept, XLUI

XLUI$1,547 − $35 = $1,512

JEPI$783 − $35 = $748

VOO$105 − $3 = $102

KeptFee

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

Overlap: XLUI, JEPI, VOO

Today

38.1%most shared, JEPI and VOO

XLUIJEPIVOO

XLUI—0.0%0.0%

JEPI0.0%—38.1%

VOO0.0%38.1%—

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

Return vs Bumpiness: 3 ETFs

1Y

+13.5%VOO, at 12.8% volatility

JEPIWorst drop−6.7%8.1% vol

XLUIWorst drop−12.3%12.1% vol

VOOWorst drop−8.9%12.8% vol

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

Paid More vs Made More

YTD

XLUIVOO

+7.5%Year to date+13.4%

15.5%Yield1.1%

+4.5%Past year+13.5%

0.35%Fee0.03%

3–1VOO wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

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%

$42.1BAssets$46.1B

1–1level

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%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

VOO vs IVV

YTD

VanguardVOO

+13.4%

IVViShares

+13.4%

+13.4%Year to date+13.4%

1.1%Yield1.1%

$1.00TAssets$887B

0–0level

End-of-day Nov 4, 2026