XLSR vs JEPI

AXLSR

BJEPI

Measures won2–4JEPI wins · of 6 · 5Y

$10,000 · 5Y$14,943XLSR · JEPI $14,429

Lowest cost0.35%JEPI · $35 on $10k

Most income7.92%JEPI · $792 on $10k

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

Held in common12.6%XLSR and JEPI

State Street US Sector Rotation ETF · $1.0BJPMorgan Equity Premium Income ETF · $45.2B

+16.3%3 years · per year$15,742 · $13,634+10.9%

+8.4%5 years · per year$14,943 · $14,429+7.6%

0.70%Expense ratio$70 · $35 on $10k · lower wins0.35%

0.41%12-mo yield$41 · $792 on $10k7.92%

End-of-day Nov 10, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

5Y2 funds

#			Trend
1	AXLSR	State Street US Sector Rotation ETFRead Desk		0.70%	0.41%	−0.4%	+4.3%	+7.8%	+16.3%	+8.4%	−11.1%	$1.0B
2	BJEPI	JPMorgan Equity Premium Income ETFRead Desk		0.35%	7.92%	+0.1%	+7.6%	+10.6%	+10.9%	+7.6%	−6.7%	$45.2B

End-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

5Y2 funds

#			Trend
1	AXLSR	State Street US Sector Rotation ETFRead Desk		0.70%	0.41%	−0.4%	+4.3%	+7.8%	+16.3%	+8.4%	−11.1%	$1.0B
2	BJEPI	JPMorgan Equity Premium Income ETFRead Desk		0.35%	7.92%	+0.1%	+7.6%	+10.6%	+10.9%	+7.6%	−6.7%	$45.2B

End-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

XLSR

US Sector Rotation

$14,944

JEPI

JPMorgan Equity Premium Income

$14,429

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