Compare · 2 funds side by side · dividends reinvested

XOP and JEPI

XOPSPDR×JEPIJ.P. Morgan×
$5k$10k$15k$20k$25kLow $9,065 · 2021XOP$19,102JEPI$14,635Oct 2021Nov 2026Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$19,102XOP · best of the two
02 / 04

XOP and JEPI, Ranked

Today
FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank
JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.83%+8.8%+11.9%+12.6%+7.9%−6.7%8.1%$46.0B1.4
State Street SPDR S&P Oil & Gas Exploration & Production ETFSectors · Energy0.35%1.74%+43.8%+43.3%+10.3%+13.8%−18.5%30.0%$4.4B1.5
Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best
End-of-day Nov 4, 2026 · returns include dividends · since: XOP 2006 · JEPI 2020
@TheETFTracker·theetftracker.com

Head to Head

5Y
State Street SPDR S&P Oil & Gas Exploration & Production ETF · $4.4B$19,102
XOP
JEPI
JPMorgan Equity Premium Income ETF · $46.0B$14,635

$10,000 five years ago, dividends reinvested · they hold 2.9% in common

XOPMeasureJEPI
+43.8%Year to dateJan 1 → Nov 4+8.8%
+43.3%1 yearTotal return+11.9%
+10.3%3 years · per year$10,000 became $13,405 · $14,269+12.6%
+13.8%5 years · per year$10,000 became $19,102 · $14,635+7.9%
0.35%Expense ratio$35 · $35 a year on $10k · lower is better0.35%
1.74%Trailing 12-mo yield$174 · $783 a year on $10k7.83%
−18.5%Worst dropSmaller is better−6.7%
30.0%VolatilityLower is calmer8.1%
XOPJEPI Winner of the row, in its colourEach row: the bigger of the two fills its side
3–4JEPI wins
End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns
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More Ways to See the Pairs

XOP vs JEPI: Top 5 Holdings

Today
XOP
15.0%in top 5
JEPI
in top 59.5%
XOPStockJEPI
3.5%RRCnot top 5
2.9%XOMnot top 5
2.9%MPCnot top 5
2.9%APAnot top 5
2.8%COPnot top 5
not top 5MA2.0%
not top 5MSFT1.9%
not top 5V1.9%
not top 5AAPL1.9%
not top 5NEE1.8%
Held in common2.9%
End-of-day Nov 4, 2026 · share of each fund
@TheETFTracker·theetftracker.com

XOP vs JEPI Returns, Every Period

5Y
SPDRXOP
+13.8%
5 years, per year
JEPIJ.P. Morgan
+7.9%
5 years, per year
0%+10%+20%+30%+40%+50%+43.8%+8.8%YTD+43.3%+11.9%1 year+10.3%+12.6%3 yrs · yr+13.8%+7.9%5 yrs · yr
XOPJEPIFaded: behind in that period
3–1XOP wins
End-of-day Nov 4, 2026 · dividends in · faded = behind in that period
@TheETFTracker·theetftracker.com

Sector vs Income: XOP vs JEPI

YTD
SPDRXOP
+43.8%
JEPIJ.P. Morgan
+8.8%
Jan 1Nov 4+43.8%+8.8%
+43.8%Year to date+8.8%
−18.5%Worst drop · 1Y−6.7%
30.0%Volatility · 1Y8.1%
1.7%Yield7.8%
$4.4BAssets$46.0B
3–1JEPI wins
End-of-day Nov 4, 2026 · smaller drop and lower volatility win
@TheETFTracker·theetftracker.com

Cost, Income and Risk

Fees: XOP, JEPI

Today
0.35%lowest, XOP
FundExpense ratioFee$10k
XOP0.35%$35
JEPI0.35%$35
End-of-day Nov 4, 2026 · fee on $10,000 a year
@TheETFTracker·theetftracker.com

Yields: XOP, JEPI

1Y
7.83%highest, JEPI
FundTrailing yieldYield$10k
JEPI7.83%$783
XOP1.74%$174
End-of-day Nov 4, 2026 · trailing 12-month yield
@TheETFTracker·theetftracker.com

Income After Fees on $10,000

1Y
$748most kept, JEPI
JEPI$783 − $35 = $748
XOP$174 − $35 = $139
KeptFee
End-of-day Nov 4, 2026 · yield in dollars minus the fee
@TheETFTracker·theetftracker.com

Overlap: XOP, JEPI

Today
2.9%most shared, XOP and JEPI
XOPJEPI
XOP—2.9%
JEPI2.9%—
End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus
@TheETFTracker·theetftracker.com

Return vs Bumpiness: 2 ETFs

1Y
+43.3%XOP, at 30.0% volatility
0%+20%+40%+60%0%10%20%30%40%Volatility · 1 year → bumpierXOP +43.3%JEPI +11.9%
JEPIWorst drop−6.7%8.1% vol
XOPWorst drop−18.5%30.0% vol
End-of-day Nov 4, 2026 · up and left is better
@TheETFTracker·theetftracker.com

Paid More vs Made More

YTD
JEPIXOP
Jan 1Nov 4+8.8%+43.8%
+8.8%Year to date+43.8%
7.8%Yield1.7%
+11.9%Past year+43.3%
0.35%Fee0.35%
2–1XOP wins
End-of-day Nov 4, 2026
@TheETFTracker·theetftracker.com

Popular Pairs Near These Two

JEPQ vs JEPI

YTD
J.P. MorganJEPQ
+8.5%
JEPIJ.P. Morgan
+8.8%
Jan 1Nov 4+8.5%+8.8%
+8.5%Year to date+8.8%
12.2%Yield7.8%
$41.8BAssets$46.0B
1–1level
End-of-day Nov 4, 2026
@TheETFTracker·theetftracker.com

SCHD vs VIG

YTD
SchwabSCHD
+35.3%
VIGVanguard
+16.4%
Jan 1Nov 4+35.3%+16.4%
+35.3%Year to date+16.4%
2.9%Yield1.4%
$121BAssets$109B
2–0SCHD wins
End-of-day Nov 4, 2026
@TheETFTracker·theetftracker.com

SPYM vs SPY

YTD
SPDRSPYM
+13.4%
SPYSPDR
+13.3%
Jan 1Nov 4+13.4%+13.3%
+13.4%Year to date+13.3%
1.0%Yield1.0%
$185BAssets$798B
1–0SPYM wins
End-of-day Nov 4, 2026
@TheETFTracker·theetftracker.com