XLUI vs JEPI

AXLUI

BJEPI

Measures won1–2JEPI wins · of 6 · 5Y

$10,000 · 5Y$14,635JEPI

Lowest cost0.35%XLUI · $35 on $10k

Most income15.47%XLUI · $1,547 on $10k

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

Held in common0.0%XLUI and JEPI

XLUI

JEPI

State Street Utilities Select Sector SPDR Premium Income ETF · $69MJPMorgan Equity Premium Income ETF · $46.1B

[…]3 years · per year[…] · $14,269+12.6%

[…]5 years · per year[…] · $14,635+7.9%

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

15.47%12-mo yield$1,547 · $783 on $10k7.83%

−12.3%Worst dropSmaller wins−6.7%

12.1%VolatilityLower wins8.1%

1–2JEPI wins

$10,000 · 5 yearsOne scale

Shared top holdingsXLUI · JEPI

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

Held in common0.0%

End-of-day Nov 4, 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%	7.83%	+1.7%	+8.8%	+11.9%	+12.6%	+7.9%	−6.7%	$46.1B
2	AXLUI	State Street Utilities Select Sector SPDR Premium Income ETFRead Desk		0.35%	15.47%	+0.4%	+7.5%	+4.5%	new	new	−12.3%	$69M

End-of-day Nov 4, 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%	7.83%	+1.7%	+8.8%	+11.9%	+12.6%	+7.9%	−6.7%	$46.1B
2	AXLUI	State Street Utilities Select Sector SPDR Premium Income ETFRead Desk		0.35%	15.47%	+0.4%	+7.5%	+4.5%	new	new	−12.3%	$69M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

XLUI vs JEPI

XLUI

Utilities Select Sector SPDR Premium Income

[…]

JEPI

JPMorgan Equity Premium Income

$14,635

MeasureXLUIJEPI

Fee0.35%0.35%

Cost on $10k a year$35$35

Yield15.47%7.83%

5 years, per year[…]+7.9%

3 years, per year[…]+12.6%

Worst drop · 1Y−12.3%−6.7%

Volatility · 1Y12.1%8.1%

2–1measures won
JEPI first

0.0%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: XLUI, JEPI

Today

0.0%most shared, XLUI and JEPI

XLUIJEPI

XLUI—0.0%

JEPI0.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$1,512most kept, XLUI

XLUI$1,547 − $35 = $1,512

JEPI$783 − $35 = $748

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee