XLRI vs JEPI

AXLRI

BJEPI

Measures won1–2JEPI wins · of 6 · 5Y

$10,000 · 5Y$14,510JEPI

Lowest cost0.35%XLRI · $35 on $10k

Most income13.85%XLRI · $1,385 on $10k

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

Held in common0.0%XLRI and JEPI

XLRI

JEPI

State Street Real Estate Select Sector SPDR Premium Income ETF · $3MJPMorgan 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%

13.85%12-mo yield$1,385 · $786 on $10k7.86%

−8.8%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	AXLRI	State Street Real Estate Select Sector SPDR Premium Income ETFRead Desk		0.35%	13.85%	−0.3%	+3.4%	+1.8%	new	new	−8.8%	$3M

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	AXLRI	State Street Real Estate Select Sector SPDR Premium Income ETFRead Desk		0.35%	13.85%	−0.3%	+3.4%	+1.8%	new	new	−8.8%	$3M

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

XLRI vs JEPI

XLRI

Real Estate Select Sector SPDR Premium Income

[…]

JEPI

JPMorgan Equity Premium Income

$14,510

MeasureXLRIJEPI

Fee0.35%0.35%

Cost on $10k a year$35$35

Yield13.85%7.86%

5 years, per year[…]+7.7%

3 years, per year[…]+11.1%

Worst drop · 1Y−8.8%−6.7%

Volatility · 1Y11.3%9.0%

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XLRI vs JEPI

Both

Both

$10,000 in XLRI, JEPI

Overlap: XLRI, JEPI

XLRI vs JEPI

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Overlap: XLRI, JEPI

Income After Fees on $10,000