Compare XLVI and JEPI

XLVI and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street Health Care Select Sector SPDR Premium Income ETFIncome · Premium income0.35%12.27%+15.2%+21.0%[…][…]−8.1%11.3%$38M1.3

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.83%+8.8%+11.9%+12.6%+7.9%−6.7%8.1%$46.1B1.4

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: XLVI 2025 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

5Y

State Street Health Care Select Sector SPDR Premium Income ETF · $38M[…]

XLVI

JEPI

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

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

XLVIMeasureJEPI

+15.2%Year to dateJan 1 → Nov 4+8.8%

+21.0%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%

12.27%Trailing 12-mo yield$1,227 · $783 a year on $10k7.83%

−8.1%Worst dropSmaller is better−6.7%

11.3%VolatilityLower is calmer8.1%

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

3–2XLVI wins

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

More Ways to See the Pairs

XLVI vs JEPI: Top 5 Holdings

Today

XLVI

103.5%in top 5

JEPI

in top 59.5%

XLVIStockJEPI

103.7%XLVnot top 5

not top 5MA2.0%

not top 5MSFT1.9%

not top 5V1.9%

not top 5AAPL1.9%

not top 5NEE1.8%

-0.0%XLV26112not top 5

-0.2%XLV26112not top 5

Held in common0.0%

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

XLVI vs JEPI Returns, Every Period

1Y

SPDRXLVI

+21.0%

past year

JEPIJ.P. Morgan

+11.9%

past year

XLVIJEPIFaded: behind in that period

2–0XLVI wins

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

XLVI vs JEPI

YTD

SPDRXLVI

+15.2%

JEPIJ.P. Morgan

+8.8%

+15.2%Year to date+8.8%

−8.1%Worst drop · 1Y−6.7%

11.3%Volatility · 1Y8.1%

12.3%Yield7.8%

$37.6MAssets$46.1B

2–2level

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

Cost, Income and Risk

Fees: XLVI, JEPI

Today

0.35%lowest, XLVI

FundExpense ratioFee$10k

XLVI0.35%$35

JEPI0.35%$35

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

Yields: XLVI, JEPI

1Y

12.27%highest, XLVI

FundTrailing yieldYield$10k

XLVI12.27%$1,227

JEPI7.83%$783

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

Income After Fees on $10,000

1Y

$1,192most kept, XLVI

XLVI$1,227 − $35 = $1,192

JEPI$783 − $35 = $748

KeptFee

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

Overlap: XLVI, JEPI

Today

0.0%most shared, XLVI and JEPI

XLVIJEPI

XLVI—0.0%

JEPI0.0%—

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

Return vs Bumpiness: 2 ETFs

1Y

+21.0%XLVI, at 11.3% volatility

JEPIWorst drop−6.7%8.1% vol

XLVIWorst drop−8.1%11.3% vol

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

Paid More vs Made More

YTD

XLVIJEPI

+15.2%Year to date+8.8%

12.3%Yield7.8%

+21.0%Past year+11.9%

0.35%Fee0.35%

3–0XLVI 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%

$42.1BAssets$46.1B

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%

$123BAssets$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%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026