XLII vs JEPI

AXLII

BJEPI

Measures won1–2JEPI wins · of 6 · 5Y

$10,000 · 5Y$14,108JEPI

Lowest cost0.35%XLII · $35 on $10k

Most income14.07%XLII · $1,407 on $10k

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

Held in common0.0%XLII and JEPI

XLII

JEPI

State Street Industrial Select Sector SPDR Premium Income ETF · $17MJPMorgan Equity Premium Income ETF · $46.8B

[…]3 years · per year[…] · $13,674+11.0%

[…]5 years · per year[…] · $14,108+7.1%

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

14.07%12-mo yield$1,407 · $809 on $10k8.09%

−10.4%Worst dropSmaller wins−6.7%

13.4%VolatilityLower wins8.8%

1–2JEPI wins

$10,000 · 5 yearsOne scale

Shared top holdingsXLII · JEPI

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

End-of-day Nov 5, 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%	−3.3%	+5.2%	+8.3%	+11.0%	+7.1%	−6.7%	$46.8B
2	AXLII	State Street Industrial Select Sector SPDR Premium Income ETFRead Desk		0.35%	14.07%	−3.4%	+4.3%	+7.7%	new	new	−10.4%	$17M

End-of-day Nov 5, 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%	−3.3%	+5.2%	+8.3%	+11.0%	+7.1%	−6.7%	$46.8B
2	AXLII	State Street Industrial Select Sector SPDR Premium Income ETFRead Desk		0.35%	14.07%	−3.4%	+4.3%	+7.7%	new	new	−10.4%	$17M

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

Cards for this view

XLII vs JEPI

XLII

Industrial Select Sector SPDR Premium Income

[…]

JEPI

JPMorgan Equity Premium Income

$14,108

MeasureXLIIJEPI

Fee0.35%0.35%

Cost on $10k a year$35$35

Yield14.07%8.09%

5 years, per year[…]+7.1%

3 years, per year[…]+11.0%

Worst drop · 1Y−10.4%−6.7%

Volatility · 1Y13.4%8.8%

2–1measures won
JEPI first

0.0%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: XLII, JEPI

Today

0.0%most shared, XLII and JEPI

XLIIJEPI

XLII—0.0%

JEPI0.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$1,372most kept, XLII

XLII$1,407 − $35 = $1,372

JEPI$809 − $35 = $774

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee