Compare · 3 funds side by side · dividends reinvested

XYLD, JEPQ and JEPI

XYLDGlobal X×JEPQJ.P. Morgan×JEPIJ.P. Morgan×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$14,322JEPI · best of the three

02 / 04

XYLD, JEPQ and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Global X - S&P 500 Covered Call ETFIncome · Covered calls0.60%10.33%+10.1%+14.4%+14.8%+7.2%−5.3%7.0%$3.3B1.6

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.28%+7.5%+8.6%+20.4%[…]−8.8%15.5%$41.8B2.0

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.96%+7.0%+9.8%+12.4%+7.4%−6.7%7.9%$46.0B2.1

Rank among the three1st → 3rdFee, 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: XYLD 2013 · JEPQ 2022 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

Global X - S&P 500 Covered Call ETF · $3.3B$14,171

XYLD

JEPQ

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

$10,000 five years ago, dividends reinvested · they hold 49.4% in common

XYLDMeasureJEPQ

+10.1%Year to dateJan 1 → Nov 3+7.5%

+14.4%1 yearTotal return+8.6%

+14.8%3 years · per year$10,000 became $15,127 · $17,450+20.4%

+7.2%5 years · per year$10,000 became $14,171 · […][…]

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

10.33%Trailing 12-mo yield$1,033 · $1,228 a year on $10k12.28%

−5.3%Worst dropSmaller is better−8.8%

7.0%VolatilityLower is calmer15.5%

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

4–3XYLD wins

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

More Ways to See the Pairs

XYLD vs JEPQ: Top 5 Holdings

Today

XYLD

27.5%in top 5

JEPQ

in top 527.5%

XYLDStockJEPQ

7.7%AAPL6.9%

7.6%NVDA6.9%

6.0%MSFT5.5%

not top 5GOOG4.1%

not top 5MU4.1%

3.6%AMZNnot top 5

2.5%GOOGLnot top 5

Held in common49.4%

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

XYLD vs JEPQ Returns, Every Period

Global XXYLD

+14.4%

past year

JEPQJ.P. Morgan

+8.6%

past year

XYLDJEPQFaded: behind in that period

2–1XYLD wins

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

XYLD vs JEPQ

YTD

Global XXYLD

+10.1%

JEPQJ.P. Morgan

+7.5%

+10.1%Year to date+7.5%

−5.3%Worst drop · 1Y−8.8%

7.0%Volatility · 1Y15.5%

10.3%Yield12.3%

$3.3BAssets$41.8B

3–1XYLD wins

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

Cost, Income and Risk

Fees: XYLD, JEPQ, JEPI

Today

0.35%lowest, JEPQ

FundExpense ratioFee$10k

JEPQ0.35%$35

JEPI0.35%$35

XYLD0.60%$60

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

Yields: XYLD, JEPQ, JEPI

12.28%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.28%$1,228

XYLD10.33%$1,033

JEPI7.96%$796

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

XYLD$1,033 − $60 = $973

JEPI$796 − $35 = $761

KeptFee

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

Overlap: XYLD, JEPQ, JEPI

Today

49.4%most shared, XYLD and JEPQ

XYLDJEPQJEPI

XYLD—49.4%38.7%

JEPQ49.4%—26.6%

JEPI38.7%26.6%—

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

Return vs Bumpiness: 3 ETFs

+14.4%XYLD, at 7.0% volatility

XYLDWorst drop−5.3%7.0% vol

JEPIWorst drop−6.7%7.9% vol

JEPQWorst drop−8.8%15.5% vol

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

Paid More vs Made More

YTD

JEPQXYLD

+7.5%Year to date+10.1%

12.3%Yield10.3%

+8.6%Past year+14.4%

0.35%Fee0.60%

2–2level

End-of-day Nov 3, 2026

Popular Pairs Near These Three

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