XLEI vs JEPI

AXLEI

BJEPI

Measures won1–2JEPI wins · of 6 · 5Y

$10,000 · 5Y$14,510JEPI

Lowest cost0.35%XLEI · $35 on $10k

Most income19.33%XLEI · $1,933 on $10k

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

Held in common0.0%XLEI and JEPI

XLEI

JEPI

State Street Energy Select Sector SPDR Premium Income ETF · $198MJPMorgan Equity Premium Income ETF · $46.8B

[…]3 years · per year[…] · $13,724+11.1%

[…]5 years · per year[…] · $14,510+7.7%

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

19.33%12-mo yield$1,933 · $786 on $10k7.86%

−9.6%Worst dropSmaller wins

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

Both

5Y2 funds

#			Trend
1	BJEPI	JPMorgan Equity Premium Income ETFRead Desk		0.35%	7.86%	−0.3%	+8.3%	+10.1%	+11.1%	+7.7%	−6.7%	$46.8B
2	AXLEI	State Street Energy Select Sector SPDR Premium Income ETFRead Desk		0.35%	19.33%	+1.8%	+34.8%	+36.8%	new	new	−9.6%	$198M

End-of-day Nov 12, 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%	7.86%	−0.3%	+8.3%	+10.1%	+11.1%	+7.7%	−6.7%	$46.8B
2	AXLEI	State Street Energy Select Sector SPDR Premium Income ETFRead Desk		0.35%	19.33%	+1.8%	+34.8%	+36.8%	new	new	−9.6%	$198M

End-of-day Nov 12, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

XLEI vs JEPI

XLEI

Energy Select Sector SPDR Premium Income

[…]

JEPI

JPMorgan Equity Premium Income

$14,510

MeasureXLEIJEPI

Fee0.35%0.35%

Cost on $10k a year$35$35

Yield19.33%7.86%

5 years, per year[…]+7.7%

3 years, per year[…]+11.1%

Worst drop · 1Y−9.6%−6.7%

Volatility · 1Y16.2%9.0%

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XLEI vs JEPI

Both

Both

$10,000 in XLEI, JEPI

Overlap: XLEI, JEPI

XLEI vs JEPI

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Overlap: XLEI, JEPI

Income After Fees on $10,000