XSW vs JEPI

AXSW

BJEPI

Measures won1–4JEPI wins · of 6 · 5Y

$10,000 · 5Y$14,635JEPI · XSW $11,885

Lowest cost0.35%XSW · $35 on $10k

Most income7.83%JEPI · $783 on $10k

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

Held in common2.7%XSW and JEPI

XSW

JEPI

State Street SPDR S&P Software & Services ETF · $498MJPMorgan Equity Premium Income ETF · $46.1B

+21.5%3 years · per year$17,919 · $14,269+12.6%

+3.5%5 years · per year$11,885 · $14,635+7.9%

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

0.00%12-mo yield$0 · $783 on $10k7.83%

−31.4%Worst dropSmaller wins−6.7%

31.2%VolatilityLower wins8.1%

1–4JEPI wins

$10,000 · 5 yearsOne scale

Shared top holdingsXSW · JEPI

0.8%MSFT1.9%

1.1%ACN0.7%

0.8%PLTR0.5%

0.9%ADSK0.3%

Held in common2.7%

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	AXSW	State Street SPDR S&P Software & Services ETFRead Desk		0.35%	0.00%	+1.5%	+12.7%	+6.4%	+21.5%	+3.5%	−31.4%	$498M

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	AXSW	State Street SPDR S&P Software & Services ETFRead Desk		0.35%	0.00%	+1.5%	+12.7%	+6.4%	+21.5%	+3.5%	−31.4%	$498M

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

XSW vs JEPI

XSW

SPDR S&P Software & Services

$11,885

JEPI

JPMorgan Equity Premium Income

$14,635

MeasureXSWJEPI

Fee0.35%0.35%

Cost on $10k a year$35$35

Yield0.00%7.83%

5 years, per year+3.5%+7.9%

3 years, per year+21.5%+12.6%

Worst drop · 1Y−31.4%−6.7%

Volatility · 1Y31.2%8.1%

4–1measures won
JEPI first

2.7%

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: XSW, JEPI

Today

2.7%most shared, XSW and JEPI

XSWJEPI

XSW—2.7%

JEPI2.7%—

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

Income After Fees on $10,000

$748most kept, JEPI

JEPI$783 − $35 = $748

XSW$0 − $35 = −$35

KeptFee

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