Compare · 3 funds side by side · dividends reinvested

XOP, JEPQ and JEPI

XOPSPDR×JEPQJ.P. Morgan×JEPIJ.P. Morgan×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$19,539XOP · best of the three

02 / 04

XOP, JEPQ and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.28%+7.5%+8.6%+20.4%[…]−8.8%15.5%$41.8B1.7

State Street SPDR S&P Oil & Gas Exploration & Production ETFSectors · Energy0.35%1.63%+53.7%+54.1%+12.6%+14.3%−18.5%29.2%$4.4B1.9

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.96%+7.0%+9.8%+12.4%+7.4%−6.7%7.9%$46.0B1.9

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

End-of-day Nov 3, 2026 · returns include dividends · since: XOP 2006 · JEPQ 2022 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

State Street SPDR S&P Oil & Gas Exploration & Production ETF · $4.4B$19,539

XOP

JEPQ

JPMorgan Nasdaq Equity Premium Income ETF · $41.8B[…]

$10,000 five years ago, dividends reinvested · they hold 0.3% in common

XOPMeasureJEPQ

+53.7%Year to dateJan 1 → Nov 3+7.5%

+54.1%1 yearTotal return+8.6%

+12.6%3 years · per year$10,000 became $14,269 · $17,450+20.4%

+14.3%5 years · per year$10,000 became $19,539 · […][…]

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

1.63%Trailing 12-mo yield$163 · $1,228 a year on $10k12.28%

−18.5%Worst dropSmaller is better−8.8%

29.2%VolatilityLower is calmer15.5%

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

2–4JEPQ wins

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

More Ways to See the Pairs

XOP vs JEPQ: Top 5 Holdings

Today

XOP

14.9%in top 5

JEPQ

in top 527.5%

XOPStockJEPQ

not top 5NVDA6.9%

not top 5AAPL6.9%

not top 5MSFT5.5%

not top 5GOOG4.1%

not top 5MU4.1%

3.3%RRCnot top 5

3.0%APAnot top 5

2.9%XOMnot top 5

2.9%MURnot top 5

2.9%OVVnot top 5

Held in common0.3%

End-of-day Nov 3, 2026 · share of each fund

XOP vs JEPQ Returns, Every Period

SPDRXOP

+54.1%

past year

JEPQJ.P. Morgan

+8.6%

past year

XOPJEPQFaded: behind in that period

2–1XOP wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

Sector vs Income: XOP vs JEPQ

YTD

SPDRXOP

+53.7%

JEPQJ.P. Morgan

+7.5%

+53.7%Year to date+7.5%

−18.5%Worst drop · 1Y−8.8%

29.2%Volatility · 1Y15.5%

1.6%Yield12.3%

$4.4BAssets$41.8B

3–1JEPQ wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: XOP, JEPQ, JEPI

Today

0.35%lowest, XOP

FundExpense ratioFee$10k

XOP0.35%$35

JEPQ0.35%$35

JEPI0.35%$35

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: XOP, JEPQ, JEPI

12.28%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.28%$1,228

JEPI7.96%$796

XOP1.63%$163

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$1,193most kept, JEPQ

JEPQ$1,228 − $35 = $1,193

JEPI$796 − $35 = $761

XOP$163 − $35 = $128

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: XOP, JEPQ, JEPI

Today

26.6%most shared, JEPQ and JEPI

XOPJEPQJEPI

XOP—0.3%2.9%

JEPQ0.3%—26.6%

JEPI2.9%26.6%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+54.1%XOP, at 29.2% volatility

JEPIWorst drop−6.7%7.9% vol

JEPQWorst drop−8.8%15.5% vol

XOPWorst drop−18.5%29.2% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQXOP

+7.5%Year to date+53.7%

12.3%Yield1.6%

+8.6%Past year+54.1%

0.35%Fee0.35%

2–1XOP wins

End-of-day Nov 3, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026