XLEM vs JEPI

AXLEM

BJEPI

Measures won1–1level · of 6 · 5Y

$10,000 · 5Y$14,118JEPI

Lowest cost0.12%XLEM · $12 on $10k

Most income8.09%JEPI · $809 on $10k

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

Held in common1.2%XLEM and JEPI

XLEM

JEPI

State Street S&P 500 Energy Market Sector SPDR ETF · $0MJPMorgan Equity Premium Income ETF · $45.2B

[…]3 years · per year[…] · $13,562+10.7%

[…]5 years · per year[…] · $14,118+7.1%

0.12%Expense ratio$12 · $35 on $10k · lower wins0.35%

0.00%12-mo yield$0 · $809 on $10k8.09%

[…]Worst dropSmaller wins−6.7%

[…]VolatilityLower wins8.8%

1–1Level

$10,000 · 5 yearsOne scale

Shared top holdingsXLEM · JEPI

1.0%COP0.8%

9.5%XOM0.3%

Held in common1.2%

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	BJEPI	JPMorgan Equity Premium Income ETFRead Desk		0.35%	8.09%	+0.1%	+5.3%	+8.2%	+10.7%	+7.1%	−6.7%	$45.2B
2	AXLEM	State Street S&P 500 Energy Market Sector SPDR ETFRead Desk		0.12%	0.00%	−0.3%	new	new	new	new	[…]	$470K

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	BJEPI	JPMorgan Equity Premium Income ETFRead Desk		0.35%	8.09%	+0.1%	+5.3%	+8.2%	+10.7%	+7.1%	−6.7%	$45.2B
2	AXLEM	State Street S&P 500 Energy Market Sector SPDR ETFRead Desk		0.12%	0.00%	−0.3%	new	new	new	new	[…]	$470K

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

XLEM vs JEPI

XLEM

S&P 500 Energy Market Sector SPDR

[…]

JEPI

JPMorgan Equity Premium Income

$14,118

MeasureXLEMJEPI

Fee0.12%0.35%

Cost on $10k a year$12$35

Yield0.00%8.09%

5 years, per year[…]+7.1%

3 years, per year[…]+10.7%

Worst drop · 1Y[…]−6.7%

Volatility · 1Y[…]8.8%

1–1measures won
level

1.2%

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: XLEM, JEPI

Today

1.2%most shared, XLEM and JEPI

XLEMJEPI

XLEM—1.2%

JEPI1.2%—

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

Income After Fees on $10,000

$774most kept, JEPI

JEPI$809 − $35 = $774

XLEM$0 − $12 = −$12

KeptFee

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