XLP vs JEPQ

AXLP

BJEPQ

Measures won3–2XLP wins · of 6 · 5Y

$10,000 · 5Y$14,429XLP

Lowest cost0.08%XLP · $8 on $10k

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

Smallest drop−9.7%XLP · worst fall in 1Y

Held in common5.7%XLP and JEPQ

XLP

JEPQ

State Street Consumer Staples Select Sector SPDR ETF · $15.3BJPMorgan Nasdaq Equity Premium Income ETF · $42.6B

+13.0%3 years · per year$14,410 · $16,202+17.4%

+7.6%5 years · per year$14,429 · […][…]

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

2.44%12-mo yield$244 · $1,279 on $10k12.79%

−9.7%Worst dropSmaller wins−11.5%

15.7%VolatilityLower wins16.7%

3–2XLP wins

$10,000 · 5 yearsOne scale

Shared top holdingsXLP · JEPQ

11.4%WMT2.2%

9.4%COST1.4%

4.2%PEP0.8%

3.9%MNST0.6%

Held in common5.7%

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	AXLP	State Street Consumer Staples Select Sector SPDR ETFRead Desk		0.08%	2.44%	−1.3%	+18.2%	+21.9%	+13.0%	+7.6%	−9.7%	$15.3B
2	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk		0.35%	12.79%	+1.2%	+3.2%	+4.5%	+17.4%	new	−11.5%	$42.6B

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	AXLP	State Street Consumer Staples Select Sector SPDR ETFRead Desk		0.08%	2.44%	−1.3%	+18.2%	+21.9%	+13.0%	+7.6%	−9.7%	$15.3B
2	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk		0.35%	12.79%	+1.2%	+3.2%	+4.5%	+17.4%	new	−11.5%	$42.6B

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

XLP vs JEPQ

XLP

Consumer Staples Select Sector SPDR

$14,429

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureXLPJEPQ

Fee0.08%0.35%

Cost on $10k a year$8$35

Yield2.44%12.79%

5 years, per year+7.6%[…]

3 years, per year+13.0%+17.4%

Worst drop · 1Y−9.7%−11.5%

Volatility · 1Y15.7%16.7%

3–2measures won
XLP first

5.7%

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%

$42.6BAssets$46.8B

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%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: XLP, JEPQ

Today

5.7%most shared, XLP and JEPQ

XLPJEPQ

XLP—5.7%

JEPQ5.7%—

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

XLP$244 − $8 = $236

KeptFee

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