Compare · 2 funds side by side · dividends reinvested

XSW and JEPI

XSWSPDR×JEPIJ.P. Morgan×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,635JEPI · best of the two

02 / 04

XSW 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%$46.0B1.3

State Street SPDR S&P Software & Services ETFSectors · Technology0.35%0.00%+12.7%+6.4%+21.5%+3.5%−31.4%31.2%$492M1.6

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: XSW 2011 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

State Street SPDR S&P Software & Services ETF · $492M$11,885

XSW

JEPI

JPMorgan Equity Premium Income ETF · $46.0B$14,635

$10,000 five years ago, dividends reinvested · they hold 2.7% in common

XSWMeasureJEPI

+12.7%Year to dateJan 1 → Nov 4+8.8%

+6.4%1 yearTotal return+11.9%

+21.5%3 years · per year$10,000 became $17,919 · $14,269+12.6%

+3.5%5 years · per year$10,000 became $11,885 · $14,635+7.9%

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

0.00%Trailing 12-mo yield$0 · $783 a year on $10k7.83%

−31.4%Worst dropSmaller is better−6.7%

31.2%VolatilityLower is calmer8.1%

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

2–5JEPI wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

XSW vs JEPI: Top 5 Holdings

Today

XSW

6.0%in top 5

JEPI

in top 59.5%

XSWStockJEPI

not top 5MA2.0%

not top 5MSFT1.9%

not top 5V1.9%

not top 5AAPL1.9%

not top 5NEE1.8%

1.4%BRZEnot top 5

1.2%GDYNnot top 5

1.1%OSPNnot top 5

1.1%NTSKnot top 5

1.1%PTCnot top 5

Held in common2.7%

End-of-day Nov 4, 2026 · share of each fund

XSW vs JEPI Returns, Every Period

SPDRXSW

+3.5%

5 years, per year

JEPIJ.P. Morgan

+7.9%

5 years, per year

XSWJEPIFaded: behind in that period

2–2Level

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Sector vs Income: XSW vs JEPI

YTD

SPDRXSW

+12.7%

JEPIJ.P. Morgan

+8.8%

+12.7%Year to date+8.8%

−31.4%Worst drop · 1Y−6.7%

31.2%Volatility · 1Y8.1%

0.0%Yield7.8%

$492MAssets$46.0B

3–1JEPI wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: XSW, JEPI

Today

0.35%lowest, XSW

FundExpense ratioFee$10k

XSW0.35%$35

JEPI0.35%$35

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: XSW, JEPI

7.83%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.83%$783

XSW0.00%$0

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$748most kept, JEPI

JEPI$783 − $35 = $748

XSW$0 − $35 = −$35

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: XSW, JEPI

Today

2.7%most shared, XSW and JEPI

XSWJEPI

XSW—2.7%

JEPI2.7%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+11.9%JEPI, at 8.1% volatility

JEPIWorst drop−6.7%8.1% vol

XSWWorst drop−31.4%31.2% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

JEPIXSW

+8.8%Year to date+12.7%

7.8%Yield0.0%

+11.9%Past year+6.4%

0.35%Fee0.35%

2–1JEPI wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+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

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026