XLI vs JEPQ

AXLI

BJEPQ

Measures won2–3JEPQ wins · of 6 · 5Y

$10,000 · 5Y$17,687XLI

Lowest cost0.08%XLI · $8 on $10k

Most income12.28%JEPQ · $1,228 on $10k

Smallest drop−8.8%JEPQ · worst fall in 1Y

Held in common2.2%XLI and JEPQ

XLI

JEPQ

State Street Industrial Select Sector SPDR ETF · $31.5BJPMorgan Nasdaq Equity Premium Income ETF · $41.8B

+22.8%3 years · per year$18,519 · $17,450+20.4%

+12.1%5 years · per year$17,687 · […][…]

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

1.10%12-mo yield$110 · $1,228 on $10k12.28%

−12.2%Worst dropSmaller wins−8.8%

17.3%VolatilityLower wins15.5%

2–3JEPQ wins

$10,000 · 5 yearsOne scale

Shared top holdingsXLI · JEPQ

1.8%CSX0.7%

1.3%HON0.3%

2.8%ETN0.3%

3.1%DE0.3%

Held in common2.2%

End-of-day Nov 3, 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	AXLI	State Street Industrial Select Sector SPDR ETFRead Desk		0.08%	1.10%	+0.9%	+11.3%	+11.7%	+22.8%	+12.1%	−12.2%	$31.5B
2	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk		0.35%	12.28%	+0.6%	+7.5%	+8.6%	+20.4%	new	−8.8%	$41.8B

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

Both

5Y2 funds

#			Trend
1	AXLI	State Street Industrial Select Sector SPDR ETFRead Desk		0.08%	1.10%	+0.9%	+11.3%	+11.7%	+22.8%	+12.1%	−12.2%	$31.5B
2	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk		0.35%	12.28%	+0.6%	+7.5%	+8.6%	+20.4%	new	−8.8%	$41.8B

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

Cards for this view

XLI vs JEPQ

XLI

Industrial Select Sector SPDR

$17,687

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureXLIJEPQ

Fee0.08%0.35%

Cost on $10k a year$8$35

Yield1.10%12.28%

5 years, per year+12.1%[…]

3 years, per year+22.8%+20.4%

Worst drop · 1Y−12.2%−8.8%

Volatility · 1Y17.3%15.5%

3–2measures won
JEPQ first

2.2%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: XLI, JEPQ

Today

2.2%most shared, XLI and JEPQ

XLIJEPQ

XLI—2.2%

JEPQ2.2%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$1,193most kept, JEPQ

JEPQ$1,228 − $35 = $1,193

XLI$110 − $8 = $102

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee