XLSR vs JEPI5YXLSRXLSRAvsBJEPIJEPIState Street US Sector Rotation ETF · $1.1BJPMorgan Equity Premium Income ETF · $46.8BReturns · dividends in+16.8%3 years · per year$15,945 · $13,729+11.1%+8.5%5 years · per year$15,056 · $14,545+7.8%Cost and income0.70%Expense ratio$70 · $35 on $10k · lower wins0.35%0.41%12-mo yield$41 · $784 on $10k
Overlap: XLSR, JEPI, SCHDToday12.5%most shared, XLSR and JEPIXLSRJEPISCHDXLSR—12.5%0.1%JEPI12.5%—8.5%SCHD0.1%8.5%—End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus
XLSR vs JEPI5YAXLSRUS Sector Rotation$15,056vsJEPIBJPMorgan Equity Premium Income$14,545$10k$13k$15kNov 2021Nov 2026
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1SCHDSchwab U.S. Dividend Equity ETFReadDesk0.06%2.93%+0.5%+34.6%+39.3%+19.9%+10.4%−6.9%$122.7B2AXLSRState Street US Sector Rotation ETFReadDesk0.70%0.41%+1.3%+5.6%+7.1%+16.8%+8.5%−11.1%$1.1B3BJEPIJPMorgan Equity Premium Income ETFReadDesk0.35%7.84%+1.0%+8.6%+11.2%+11.1%+7.8%−6.7%$46.8BEnd-of-day Nov 12, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1SCHDSchwab U.S. Dividend Equity ETFReadDesk0.06%2.93%+0.5%+34.6%+39.3%+19.9%+10.4%−6.9%$122.7B2AXLSRState Street US Sector Rotation ETFReadDesk0.70%0.41%+1.3%+5.6%+7.1%+16.8%+8.5%−11.1%$1.1B3BJEPIJPMorgan Equity Premium Income ETFReadDesk0.35%7.84%+1.0%+8.6%+11.2%+11.1%+7.8%−6.7%$46.8BEnd-of-day Nov 12, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
SCHD vs VIGYTDSchwabSCHDSA+34.6%vsBVVIGVanguard+16.0%Jan 1Nov 12+34.6%+16.0%+34.6%Year to date+16.0%2.9%Yield1.4%$123BAssets$109B2–0SCHD winsEnd-of-day Nov 12, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+8.1%vsBJMJEPIJ.P. Morgan+8.6%Jan 1Nov 12+8.1%+8.6%+8.1%Year to date+8.6%12.2%Yield7.8%$41.8BAssets$46.8B1–1levelEnd-of-day Nov 12, 2026
SPYM vs SPYYTDSPDRSPYMSA+12.4%vsBSSPYSPDR+12.3%Jan 1Nov 12+12.4%+12.3%+12.4%Year to date+12.3%1.0%Yield1.0%$183BAssets$793B1–0SPYM winsEnd-of-day Nov 12, 2026
Overlap: XLSR, JEPI, SCHDToday12.5%most shared, XLSR and JEPIXLSRJEPISCHDXLSR—12.5%0.1%JEPI12.5%—8.5%SCHD0.1%8.5%—End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$749most kept, JEPIJEPI$784 − $35 = $749SCHD$293 − $6 = $287XLSR$41 − $70 = −$29KeptFeeEnd-of-day Nov 12, 2026 · yield in dollars minus the fee