Compare XLVI, JEPI and VOO

XLVI, JEPI and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street Health Care Select Sector SPDR Premium Income ETFIncome · Premium income0.35%12.35%+14.5%+19.5%[…][…]−8.1%11.3%$39M1.5

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%8.09%+5.3%+8.2%+10.7%+7.1%−6.7%8.8%$45.2B2.0

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%$1.00T2.0

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: XLVI 2025 · JEPI 2020 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

5Y

State Street Health Care Select Sector SPDR Premium Income ETF · $39M[…]

XLVI

JEPI

JPMorgan Equity Premium Income ETF · $45.2B$14,118

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

XLVIMeasureJEPI

+14.5%Year to dateJan 1 → Nov 6+5.3%

+19.5%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%

12.35%Trailing 12-mo yield$1,235 · $809 a year on $10k8.09%

−8.1%Worst dropSmaller is better−6.7%

11.3%VolatilityLower is calmer8.8%

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

3–2XLVI wins

End-of-day Nov 6, 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

103.4%in top 5

JEPI

in top 59.9%

XLVIStockJEPI

103.6%XLVnot top 5

not top 5MA2.1%

not top 5MSFT2.0%

not top 5AAPL2.0%

not top 5MMM1.9%

not top 5NEE1.9%

-0.0%XLV26112not top 5

-0.1%XLV26112not top 5

Held in common0.0%

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

XLVI vs JEPI Returns, Every Period

1Y

SPDRXLVI

+19.5%

past year

JEPIJ.P. Morgan

+8.2%

past year

XLVIJEPIFaded: behind in that period

2–0XLVI wins

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

XLVI vs JEPI

YTD

SPDRXLVI

+14.5%

JEPIJ.P. Morgan

+5.3%

+14.5%Year to date+5.3%

−8.1%Worst drop · 1Y−6.7%

11.3%Volatility · 1Y8.8%

12.3%Yield8.1%

$38.8MAssets$45.2B

2–2level

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

Cost, Income and Risk

Fees: XLVI, JEPI, VOO

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

XLVI0.35%$35

JEPI0.35%$35

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

Yields: XLVI, JEPI, VOO

1Y

12.35%highest, XLVI

FundTrailing yieldYield$10k

XLVI12.35%$1,235

JEPI8.09%$809

VOO1.10%$110

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

Income After Fees on $10,000

1Y

$1,200most kept, XLVI

XLVI$1,235 − $35 = $1,200

JEPI$809 − $35 = $774

VOO$110 − $3 = $107

KeptFee

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

Overlap: XLVI, JEPI, VOO

Today

37.5%most shared, JEPI and VOO

XLVIJEPIVOO

XLVI—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

1Y

+19.5%XLVI, at 11.3% volatility

JEPIWorst drop−6.7%8.8% vol

XLVIWorst drop−8.1%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

XLVIVOO

+14.5%Year to date+8.7%

12.3%Yield1.1%

+19.5%Past year+9.8%

0.35%Fee0.03%

3–1XLVI 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%

$40.7BAssets$45.2B

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%

$178BAssets$778B

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$853B

0–0level

End-of-day Nov 6, 2026