XLB vs JEPQ

AXLB

BJEPQ

Measures won1–4JEPQ wins · of 6 · 5Y

$10,000 · 5Y$13,480XLB

Lowest cost0.08%XLB · $8 on $10k

Most income12.79%JEPQ · $1,279 on $10k

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

Held in common0.8%XLB and JEPQ

XLB

JEPQ

State Street Materials Select Sector SPDR ETF · $8.4BJPMorgan Nasdaq Equity Premium Income ETF · $40.7B

+13.1%3 years · per year$14,459 · $16,202+17.4%

+6.2%5 years · per year$13,479 · […][…]

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

1.66%12-mo yield$166 · $1,279 on $10k12.79%

−12.4%Worst dropSmaller wins−11.5%

18.2%VolatilityLower wins16.7%

1–4JEPQ wins

$10,000 · 5 yearsOne scale

Shared top holdingsXLB · JEPQ

13.1%LIN0.8%

Held in common0.8%

End-of-day Nov 6, 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	AXLB	State Street Materials Select Sector SPDR ETFRead Desk		0.08%	1.66%	−0.7%	+16.0%	+24.1%	+13.1%	+6.2%	−12.4%	$8.4B
2	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk		0.35%	12.79%	+1.2%	+3.2%	+4.5%	+17.4%	new	−11.5%	$40.7B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	AXLB	State Street Materials Select Sector SPDR ETFRead Desk		0.08%	1.66%	−0.7%	+16.0%	+24.1%	+13.1%	+6.2%	−12.4%	$8.4B
2	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk		0.35%	12.79%	+1.2%	+3.2%	+4.5%	+17.4%	new	−11.5%	$40.7B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

XLB vs JEPQ

XLB

Materials Select Sector SPDR

$13,479

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureXLBJEPQ

Fee0.08%0.35%

Cost on $10k a year$8$35

Yield1.66%12.79%

5 years, per year+6.2%[…]

3 years, per year+13.1%+17.4%

Worst drop · 1Y−12.4%−11.5%

Volatility · 1Y18.2%16.7%

4–1measures won
JEPQ first

0.8%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: XLB, JEPQ

Today

0.8%most shared, XLB and JEPQ

XLBJEPQ

XLB—0.8%

JEPQ0.8%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$1,244most kept, JEPQ

JEPQ$1,279 − $35 = $1,244

XLB$166 − $8 = $158

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee