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$11,464XSW · 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%12.28%+7.5%+8.6%+20.4%[…]−8.8%15.5%$41.8B1.3

State Street SPDR S&P Software & Services ETFSectors · Technology0.35%0.00%+11.1%+4.7%+21.0%+2.8%−31.5%31.2%$492M1.5

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: XSW 2011 · JEPQ 2022

Head to Head

Swap sides Versus in desk

Head to Head

State Street SPDR S&P Software & Services ETF · $492M$11,464

XSW

JEPQ

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

$10,000 five years ago, dividends reinvested · they hold 5.3% in common

XSWMeasureJEPQ

+11.1%Year to dateJan 1 → Nov 3+7.5%

+4.7%1 yearTotal return+8.6%

+21.0%3 years · per year$10,000 became $17,717 · $17,450+20.4%

+2.8%5 years · per year$10,000 became $11,464 · […][…]

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

0.00%Trailing 12-mo yield$0 · $1,228 a year on $10k12.28%

−31.5%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 3, 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

5.9%in top 5

JEPQ

in top 527.5%

XSWStockJEPQ

not top 5NVDA6.9%

not top 5AAPL6.9%

not top 5MSFT5.5%

not top 5GOOG4.1%

not top 5MU4.1%

1.4%BRZEnot top 5

1.3%NTSKnot top 5

1.1%RPDnot top 5

1.1%TENBnot top 5

1.1%PTCnot top 5

Held in common5.3%

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

XSW vs JEPQ Returns, Every Period

SPDRXSW

+4.7%

past year

JEPQJ.P. Morgan

+8.6%

past year

XSWJEPQFaded: behind in that period

2–1XSW wins

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

Sector vs Income: XSW vs JEPQ

YTD

SPDRXSW

+11.1%

JEPQJ.P. Morgan

+7.5%

+11.1%Year to date+7.5%

−31.5%Worst drop · 1Y−8.8%

31.2%Volatility · 1Y15.5%

0.0%Yield12.3%

$492MAssets$41.8B

3–1JEPQ wins

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

Yields: XSW, JEPQ

12.28%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.28%$1,228

XSW0.00%$0

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

XSW$0 − $35 = −$35

KeptFee

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

Overlap: XSW, JEPQ

Today

5.3%most shared, XSW and JEPQ

XSWJEPQ

XSW—5.3%

JEPQ5.3%—

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

Return vs Bumpiness: 2 ETFs

+8.6%JEPQ, at 15.5% volatility

JEPQWorst drop−8.8%15.5% vol

XSWWorst drop−31.5%31.2% vol

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

Paid More vs Made More

YTD

JEPQXSW

+7.5%Year to date+11.1%

12.3%Yield0.0%

+8.6%Past year+4.7%

0.35%Fee0.35%

2–1JEPQ 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