JEPI vs XLF

AJEPI

BXLF

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$15,980XLF · JEPI $14,519

Lowest cost0.08%XLF · $8 on $10k

Most income7.87%JEPI · $787 on $10k

Smallest drop−6.7%JEPI · worst fall in 1Y

Held in common10.3%JEPI and XLF

JPMorgan Equity Premium Income ETF · $47.1BState Street Financial Select Sector SPDR ETF · $54.2B

+11.1%3 years · per year$13,696 · $18,263+22.2%

+7.7%5 years · per year$14,519 · $15,980+9.8%

0.35%Expense ratio$35 · $8 on $10k · lower wins0.08%

7.87%12-mo yield$787 · $141 on $10k1.41%

End-of-day Nov 13, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

5Y2 funds

#			Trend
1	BXLF	State Street Financial Select Sector SPDR ETFRead Desk		0.08%	1.41%	+0.8%	+8.5%	+11.1%	+22.2%	+9.8%	−14.8%	$54.2B
2	AJEPI	JPMorgan Equity Premium Income ETFRead Desk		0.35%	7.87%	−0.1%	+8.2%	+9.6%	+11.1%	+7.7%	−6.7%	$47.1B

End-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

5Y2 funds

#			Trend
1	BXLF	State Street Financial Select Sector SPDR ETFRead Desk		0.08%	1.41%	+0.8%	+8.5%	+11.1%	+22.2%	+9.8%	−14.8%	$54.2B
2	AJEPI	JPMorgan Equity Premium Income ETFRead Desk		0.35%	7.87%	−0.1%	+8.2%	+9.6%	+11.1%	+7.7%	−6.7%	$47.1B

End-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

JEPI

JPMorgan Equity Premium Income

$14,519

XLF

Financial Select Sector SPDR

$15,980

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