Compare · 2 funds side by side · dividends reinvested

XLYI and JEPQ

XLYISPDR×JEPQJ.P. Morgan×

Versus in desk

Story of the two · CostLowest cost

01 / 03

−0.1%

IWD+0.2%

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Portfolio

Story of the two · RiskSmallest drop

XLYI and JEPQ, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.37%+6.7%+7.6%+17.4%[…]−11.5%17.0%$42.5B1.3

State Street Consumer Discretionary Select Sector SPDR Premium Income ETFIncome · Premium income0.35%15.23%+1.7%+1.3%[…][…]−12.3%15.8%$46M1.5

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

End-of-day Nov 13, 2026 · returns include dividends · since: XLYI 2025 · JEPQ 2022

Head to Head

Swap sides Versus in desk

Head to Head

5Y

State Street Consumer Discretionary Select Sector SPDR Premium Income ETF · $46M[…]

XLYI

JEPQ

JPMorgan Nasdaq Equity Premium Income ETF · $42.5B[…]

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

XLYIMeasureJEPQ

+1.7%

More Ways to See the Pairs

XLYI vs JEPQ: Top 5 Holdings

Today

XLYI

105.8%in top 5

JEPQ

in top 527.3%

XLYIStockJEPQ

105.9%XLYnot top 5

not top 5AAPL7.2%

not top 5NVDA5.9%

not top 5MSFT5.6%

not top 5GOOG4.3%

Cost, Income and Risk

Fees: XLYI, JEPQ

Today

0.35%lowest, XLYI

FundExpense ratioFee$10k

XLYI0.35%$35

JEPQ0.35%$35

End-of-day Nov 13, 2026 · fee on $10,000 a year

Yields: XLYI, JEPQ

1Y

15.23%highest, XLYI

FundTrailing yieldYield

Popular Pairs Near These Two

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.7%

JEPIJ.P. Morgan

+8.2%

+6.7%Year to date+8.2%

12.4%Yield7.9%

$42.5BAssets$47.1B

1–1level

End-of-day Nov 13, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

Year to dateJan 1 → Nov 13

+6.7%

+1.3%1 yearTotal return+7.6%

[…]3 years · per year$10,000 became […] · $16,188+17.4%

[…]5 years · per year[…]

0.35%Expense ratio$35 · $35 a year on $10k · lower is better0.35%

15.23%Trailing 12-mo yield$1,523 · $1,237 a year on $10k12.37%

−12.3%Worst dropSmaller is better−11.5%

15.8%VolatilityLower is calmer17.0%

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

2–3JEPQ wins

End-of-day Nov 13, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5AMZN4.2%

-0.0%XLY26121not top 5

-0.0%XLY26112not top 5

Held in common0.0%

End-of-day Nov 13, 2026 · share of each fund

XLYI vs JEPQ Returns, Every Period

1Y

SPDRXLYI

+1.3%

past year

JEPQJ.P. Morgan

+7.6%

past year

XLYIJEPQFaded: behind in that period

0–2JEPQ wins

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

XLYI vs JEPQ

YTD

SPDRXLYI

+1.7%

JEPQJ.P. Morgan

+6.7%

+1.7%Year to date+6.7%

−12.3%Worst drop · 1Y−11.5%

15.8%Volatility · 1Y17.0%

15.2%Yield12.4%

$46.1MAssets$42.5B

2–2level

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

$10k

XLYI15.23%$1,523

JEPQ12.37%$1,237

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$1,488most kept, XLYI

XLYI$1,523 − $35 = $1,488

JEPQ$1,237 − $35 = $1,202

KeptFee

End-of-day Nov 13, 2026 · yield in dollars minus the fee

Overlap: XLYI, JEPQ

Today

0.0%most shared, XLYI and JEPQ

XLYIJEPQ

XLYI—0.0%

JEPQ0.0%—

End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+7.6%JEPQ, at 17.0% volatility

XLYIWorst drop−12.3%15.8% vol

JEPQWorst drop−11.5%17.0% vol

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

XLYIJEPQ

+1.7%Year to date+6.7%

15.2%Yield12.4%

+1.3%Past year+7.6%

0.35%Fee0.35%

2–1JEPQ wins

End-of-day Nov 13, 2026

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 13, 2026

Year to date

+11.5%

1.0%Yield1.0%

$186BAssets$807B

0–0level

End-of-day Nov 13, 2026

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XLYI and JEPQ

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two