JEPQ vs XLF

AJEPQ

BXLF

Measures won2–3XLF wins · of 6 · 5Y

$10,000 · 5Y$15,980XLF

Lowest cost0.08%XLF · $8 on $10k

Most income12.37%JEPQ · $1,237 on $10k

Smallest drop−11.5%JEPQ · worst fall in 1Y

Held in common0.6%JEPQ and XLF

JEPQ

XLF

JPMorgan Nasdaq Equity Premium Income ETF · $42.5BState Street Financial Select Sector SPDR ETF · $54.2B

+17.4%3 years · per year$16,188 · $18,263+22.2%

[…]5 years · per year[…] · $15,980+9.8%

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

12.37%12-mo yield$1,237 · $141 on $10k1.41%

−11.5%

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

Both

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	AJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk		0.35%	12.37%	−1.0%	+6.7%	+7.6%	+17.4%	new	−11.5%	$42.5B

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

Both

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	AJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk		0.35%	12.37%	−1.0%	+6.7%	+7.6%	+17.4%	new	−11.5%	$42.5B

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

JEPQ vs XLF

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

XLF

Financial Select Sector SPDR

$15,980

MeasureJEPQXLF

Fee0.35%0.08%

Cost on $10k a year$35$8

Yield12.37%1.41%

5 years, per year[…]+9.8%

3 years, per year+17.4%+22.2%

Worst drop · 1Y−11.5%−14.8%

Volatility · 1Y17.0%

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JEPQ vs XLF

Both

Both

$10,000 in JEPQ, XLF

Overlap: JEPQ, XLF

JEPQ vs XLF

JEPQ vs JEPI

SCHD vs VIG

SPYM vs SPY

Overlap: JEPQ, XLF

Income After Fees on $10,000