Compare · 2 funds side by side · dividends reinvested

XSW and JEPQ

XSWSPDR×JEPQJ.P. Morgan×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$11,885XSW · best of the two

02 / 04

XSW and JEPQ, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.17%+8.5%+9.3%+20.3%[…]−8.8%15.5%$42.1B1.3

State Street SPDR S&P Software & Services ETFSectors · Technology0.35%0.00%+12.7%+6.4%+21.5%+3.5%−31.4%31.2%$498M1.5

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: XSW 2011 · JEPQ 2022

Head to Head

Swap sides Versus in desk

Head to Head

State Street SPDR S&P Software & Services ETF · $498M$11,885

XSW

JEPQ

JPMorgan Nasdaq Equity Premium Income ETF · $42.1B[…]

$10,000 five years ago, dividends reinvested · they hold 5.2% in common

XSWMeasureJEPQ

+12.7%Year to dateJan 1 → Nov 4+8.5%

+6.4%1 yearTotal return+9.3%

+21.5%3 years · per year$10,000 became $17,919 · $17,406+20.3%

+3.5%5 years · per year$10,000 became $11,885 · […][…]

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

0.00%Trailing 12-mo yield$0 · $1,217 a year on $10k12.17%

−31.4%Worst dropSmaller is better−8.8%

31.2%VolatilityLower is calmer15.5%

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

2–4JEPQ 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 JEPQ: Top 5 Holdings

Today

XSW

6.0%in top 5

JEPQ

in top 527.9%

XSWStockJEPQ

not top 5NVDA7.1%

not top 5AAPL6.8%

not top 5MSFT5.6%

not top 5MU4.2%

not top 5GOOG4.1%

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 common5.2%

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

XSW vs JEPQ Returns, Every Period

SPDRXSW

+6.4%

past year

JEPQJ.P. Morgan

+9.3%

past year

XSWJEPQFaded: behind in that period

2–1XSW wins

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

Sector vs Income: XSW vs JEPQ

YTD

SPDRXSW

+12.7%

JEPQJ.P. Morgan

+8.5%

+12.7%Year to date+8.5%

−31.4%Worst drop · 1Y−8.8%

31.2%Volatility · 1Y15.5%

0.0%Yield12.2%

$498MAssets$42.1B

3–1JEPQ wins

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

Cost, Income and Risk

Fees: XSW, JEPQ

Today

0.35%lowest, XSW

FundExpense ratioFee$10k

XSW0.35%$35

JEPQ0.35%$35

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

Yields: XSW, JEPQ

12.17%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.17%$1,217

XSW0.00%$0

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

Income After Fees on $10,000

$1,182most kept, JEPQ

JEPQ$1,217 − $35 = $1,182

XSW$0 − $35 = −$35

KeptFee

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

Overlap: XSW, JEPQ

Today

5.2%most shared, XSW and JEPQ

XSWJEPQ

XSW—5.2%

JEPQ5.2%—

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

Return vs Bumpiness: 2 ETFs

+9.3%JEPQ, at 15.5% volatility

JEPQWorst drop−8.8%15.5% 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

JEPQXSW

+8.5%Year to date+12.7%

12.2%Yield0.0%

+9.3%Past year+6.4%

0.35%Fee0.35%

2–1JEPQ 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%

$42.1BAssets$46.1B

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%

$123BAssets$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%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026