XCLR vs JEPQ5YXCLRXCLRAvsBJEPQJEPQGlobal X - S&P 500 Collar 95-110 ETF · $4MJPMorgan Nasdaq Equity Premium Income ETF · $41.8BReturns · dividends in+15.0%3 years · per year$15,215 · $16,406+17.9%+8.0%5 years · per year$14,709 · […][…]Cost and income0.25%Expense ratio$25 · $35 on $10k · lower wins0.35%12.48%12-mo yield$1,248 · $1,224 on $10k12.24%Risk · 1 year−8.3%End-of-day Nov 12, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two
Both5Y2 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1AXCLRGlobal X - S&P 500 Collar 95-110 ETFReadDesk0.25%12.48%0.0%+5.2%+6.7%+15.0%+8.0%−8.3%$4M2BJEPQJPMorgan Nasdaq Equity Premium Income ETFReadDesk0.35%12.24%−0.3%+7.8%+8.8%+17.9%new−11.5%$41.8BEnd-of-day Nov 12, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
Both5Y2 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1AXCLRGlobal X - S&P 500 Collar 95-110 ETFReadDesk0.25%12.48%0.0%+5.2%+6.7%+15.0%+8.0%−8.3%$4M2BJEPQJPMorgan Nasdaq Equity Premium Income ETFReadDesk0.35%12.24%−0.3%+7.8%+8.8%+17.9%new−11.5%$41.8BEnd-of-day Nov 12, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
$10,000 in XCLR, JEPQ5Y$10k startXCLR $14.7kOct 2021Oct 2026End-of-day Nov 12, 2026 · growth of $10,000, dividends reinvested · from each fund’s start inside the window
Overlap: XCLR, JEPQToday[…]holdings […]XCLRJEPQXCLR—[…]JEPQ[…]—End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus
XCLR vs JEPQ5YAXCLRGlobal X - S&P 500 Collar 95-110$14,709vsJEPQBJPMorgan Nasdaq Equity Premium Income[…]MeasureXCLRJEPQFee0.25%0.35%Cost on $10k a year$25$35Yield12.48%12.24%5 years, per year+8.0%[…]3 years, per year+15.0%+17.9%Worst drop · 1Y−8.3%−11.5%Volatility · 1Y8.7%
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+7.8%vsBJMJEPIJ.P. Morgan+8.3%Jan 1Nov 12+7.8%+8.3%+7.8%Year to date+8.3%12.2%Yield7.9%$41.8BAssets$46.8B1–1levelEnd-of-day Nov 12, 2026
SCHD vs VIGYTDSchwabSCHDSA+34.2%vsBVVIGVanguard+16.0%Jan 1Nov 12+34.2%+16.0%+34.2%Year to date+16.0%2.9%Yield1.4%$123BAssets$109B2–0SCHD winsEnd-of-day Nov 12, 2026
SPYM vs SPYYTDSPDRSPYMSA+12.0%vsBSSPYSPDR+11.9%Jan 1Nov 12+12.0%+11.9%+12.0%Year to date+11.9%1.0%Yield1.0%$183BAssets$793B1–0SPYM winsEnd-of-day Nov 12, 2026
Overlap: XCLR, JEPQToday[…]holdings […]XCLRJEPQXCLR—[…]JEPQ[…]—End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$1,223most kept, XCLRXCLR$1,248 − $25 = $1,223JEPQ$1,224 − $35 = $1,189KeptFeeEnd-of-day Nov 12, 2026 · yield in dollars minus the fee