Compare · 2 funds side by side · dividends reinvested

XYLD and JEPI

XYLDGlobal X×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

XYLD and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Global X - S&P 500 Covered Call ETFIncome · Covered calls0.60%10.20%+11.6%+15.6%+14.9%+7.5%−5.3%7.1%$3.3B1.3

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.83%+8.8%+11.9%+12.6%+7.9%−6.7%8.1%$46.0B1.8

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: XYLD 2013 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

Global X - S&P 500 Covered Call ETF · $3.3B$14,358

XYLD

JEPI

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

$10,000 five years ago, dividends reinvested · they hold 39.4% in common

XYLDMeasureJEPI

+11.6%Year to dateJan 1 → Nov 4+8.8%

+15.6%1 yearTotal return+11.9%

+14.9%3 years · per year$10,000 became $15,175 · $14,269+12.6%

+7.5%5 years · per year$10,000 became $14,358 · $14,635+7.9%

0.60%Expense ratio$60 · $35 a year on $10k · lower is better0.35%

10.20%Trailing 12-mo yield$1,020 · $783 a year on $10k7.83%

−5.3%Worst dropSmaller is better−6.7%

7.1%VolatilityLower is calmer8.1%

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

6–2XYLD wins

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

More Ways to See the Pairs

XYLD vs JEPI: Top 5 Holdings

Today

XYLD

27.5%in top 5

JEPI

in top 59.5%

XYLDStockJEPI

7.7%NVDAnot top 5

7.5%AAPL1.9%

6.0%MSFT1.9%

3.8%AMZNnot top 5

2.5%GOOGLnot top 5

not top 5MA2.0%

not top 5V1.9%

not top 5NEE1.8%

Held in common39.4%

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

XYLD vs JEPI Returns, Every Period

Global XXYLD

+7.5%

5 years, per year

JEPIJ.P. Morgan

+7.9%

5 years, per year

XYLDJEPIFaded: behind in that period

3–1XYLD wins

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

XYLD vs JEPI

YTD

Global XXYLD

+11.6%

JEPIJ.P. Morgan

+8.8%

+11.6%Year to date+8.8%

−5.3%Worst drop · 1Y−6.7%

7.1%Volatility · 1Y8.1%

10.2%Yield7.8%

$3.3BAssets$46.0B

4–0XYLD wins

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

Cost, Income and Risk

Fees: XYLD, JEPI

Today

0.35%lowest, JEPI

FundExpense ratioFee$10k

JEPI0.35%$35

XYLD0.60%$60

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

Yields: XYLD, JEPI

10.20%highest, XYLD

FundTrailing yieldYield$10k

XYLD10.20%$1,020

JEPI7.83%$783

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

Income After Fees on $10,000

$960most kept, XYLD

XYLD$1,020 − $60 = $960

JEPI$783 − $35 = $748

KeptFee

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

Overlap: XYLD, JEPI

Today

39.4%most shared, XYLD and JEPI

XYLDJEPI

XYLD—39.4%

JEPI39.4%—

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

Return vs Bumpiness: 2 ETFs

+15.6%XYLD, at 7.1% volatility

XYLDWorst drop−5.3%7.1% vol

JEPIWorst drop−6.7%8.1% vol

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

Paid More vs Made More

YTD

XYLDJEPI

+11.6%Year to date+8.8%

10.2%Yield7.8%

+15.6%Past year+11.9%

0.60%Fee0.35%

3–1XYLD 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