Compare · 2 funds side by side · dividends reinvested

XSD and JEPI

XSDSPDR×JEPIJ.P. Morgan×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$21,966XSD · best of the two

02 / 04

XSD and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR S&P Semiconductor ETFThematic · AI & semis0.35%0.18%+41.7%+29.5%+38.9%+17.0%−32.2%48.0%$2.4B1.4

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.96%+7.0%+9.8%+12.4%+7.4%−6.7%7.9%$46.0B1.5

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

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

Head to Head

Swap sides Versus in desk

Head to Head

State Street SPDR S&P Semiconductor ETF · $2.4B$21,966

XSD

JEPI

JPMorgan Equity Premium Income ETF · $46.0B$14,322

$10,000 five years ago, dividends reinvested · they hold 5.8% in common

XSDMeasureJEPI

+41.7%Year to dateJan 1 → Nov 3+7.0%

+29.5%1 yearTotal return+9.8%

+38.9%3 years · per year$10,000 became $26,780 · $14,201+12.4%

+17.0%5 years · per year$10,000 became $21,966 · $14,322+7.4%

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

0.18%Trailing 12-mo yield$18 · $796 a year on $10k7.96%

−32.2%Worst dropSmaller is better−6.7%

48.0%VolatilityLower is calmer7.9%

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

4–3XSD wins

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

More Ways to See the Pairs

XSD vs JEPI: Top 5 Holdings

Today

XSD

15.6%in top 5

JEPI

in top 59.5%

XSDStockJEPI

3.3%SYNAnot top 5

3.1%NXPInot top 5

3.1%TXNnot top 5

3.1%ADInot top 5

3.0%SWKSnot top 5

not top 5MA2.0%

not top 5V1.9%

not top 5AAPL1.9%

not top 5MSFT1.9%

not top 5NEE1.8%

Held in common5.8%

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

XSD vs JEPI Returns, Every Period

SPDRXSD

+17.0%

5 years, per year

JEPIJ.P. Morgan

+7.4%

5 years, per year

XSDJEPIFaded: behind in that period

4–0XSD wins

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

Thematic vs Income: XSD vs JEPI

YTD

SPDRXSD

+41.7%

JEPIJ.P. Morgan

+7.0%

+41.7%Year to date+7.0%

−32.2%Worst drop · 1Y−6.7%

48.0%Volatility · 1Y7.9%

0.2%Yield8.0%

$2.4BAssets$46.0B

3–1JEPI wins

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

Cost, Income and Risk

Fees: XSD, JEPI

Today

0.35%lowest, XSD

FundExpense ratioFee$10k

XSD0.35%$35

JEPI0.35%$35

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

Yields: XSD, JEPI

7.96%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.96%$796

XSD0.18%$18

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

Income After Fees on $10,000

$761most kept, JEPI

JEPI$796 − $35 = $761

XSD$18 − $35 = −$17

KeptFee

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

Overlap: XSD, JEPI

Today

5.8%most shared, XSD and JEPI

XSDJEPI

XSD—5.8%

JEPI5.8%—

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

Return vs Bumpiness: 2 ETFs

+29.5%XSD, at 48.0% volatility

JEPIWorst drop−6.7%7.9% vol

XSDWorst drop−32.2%48.0% vol

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

Paid More vs Made More

YTD

JEPIXSD

+7.0%Year to date+41.7%

8.0%Yield0.2%

+9.8%Past year+29.5%

0.35%Fee0.35%

2–1XSD wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

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