XLB vs JEPI

AXLB

BJEPI

Measures won2–4JEPI wins · of 6 · 5Y

$10,000 · 5Y$14,448JEPI · XLB $13,704

Lowest cost0.08%XLB · $8 on $10k

Most income7.93%JEPI · $793 on $10k

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

Held in common1.4%XLB and JEPI

XLB

JEPI

State Street Materials Select Sector SPDR ETF · $8.4BJPMorgan Equity Premium Income ETF · $45.2B

+13.1%3 years · per year$14,457 · $13,679+11.0%

+6.5%5 years · per year$13,704 · $14,448+7.6%

0.08%Expense ratio$8 · $35 on $10k · lower wins0.35%

1.63%12-mo yield$163 · $793 on $10k7.93%

−12.4%Worst dropSmaller wins−6.7%

18.2%VolatilityLower wins9.0%

2–4JEPI wins

$10,000 · 5 yearsOne scale

Shared top holdingsXLB · JEPI

5.1%ECL1.2%

5.2%VMC0.2%

Held in common1.4%

End-of-day Nov 9, 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	BJEPI	JPMorgan Equity Premium Income ETFRead Desk		0.35%	7.93%	+2.1%	+7.5%	+10.9%	+11.0%	+7.6%	−6.7%	$45.2B
2	AXLB	State Street Materials Select Sector SPDR ETFRead Desk		0.08%	1.63%	+1.9%	+18.2%	+27.1%	+13.1%	+6.5%	−12.4%	$8.4B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BJEPI	JPMorgan Equity Premium Income ETFRead Desk		0.35%	7.93%	+2.1%	+7.5%	+10.9%	+11.0%	+7.6%	−6.7%	$45.2B
2	AXLB	State Street Materials Select Sector SPDR ETFRead Desk		0.08%	1.63%	+1.9%	+18.2%	+27.1%	+13.1%	+6.5%	−12.4%	$8.4B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

XLB vs JEPI

XLB

Materials Select Sector SPDR

$13,704

JEPI

JPMorgan Equity Premium Income

$14,448

MeasureXLBJEPI

Fee0.08%0.35%

Cost on $10k a year$8$35

Yield1.63%7.93%

5 years, per year+6.5%+7.6%

3 years, per year+13.1%+11.0%

Worst drop · 1Y−12.4%−6.7%

Volatility · 1Y18.2%9.0%

4–2measures won
JEPI first

1.4%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

Overlap: XLB, JEPI

Today

1.4%most shared, XLB and JEPI

XLBJEPI

XLB—1.4%

JEPI1.4%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$758most kept, JEPI

JEPI$793 − $35 = $758

XLB$163 − $8 = $155

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee