XSW vs JEPQ

AXSW

BJEPQ

Measures won1–3JEPQ wins · of 6 · 5Y

$10,000 · 5Y$11,885XSW

Lowest cost0.35%XSW · $35 on $10k

Most income12.17%JEPQ · $1,217 on $10k

Smallest drop−8.8%JEPQ · worst fall in 1Y

Held in common5.2%XSW and JEPQ

XSW

JEPQ

State Street SPDR S&P Software & Services ETF · $498MJPMorgan Nasdaq Equity Premium Income ETF · $42.1B

+21.5%3 years · per year$17,919 · $17,406+20.3%

+3.5%5 years · per year$11,885 · […][…]

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

0.00%12-mo yield$0 · $1,217 on $10k12.17%

−31.4%Worst dropSmaller wins−8.8%

31.2%VolatilityLower wins15.5%

1–3JEPQ wins

$10,000 · 5 yearsOne scale

Shared top holdingsXSW · JEPQ

0.9%CRWD1.0%

0.8%MSFT5.6%

0.8%PANW1.3%

0.8%PLTR1.3%

Held in common5.2%

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	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
2	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk		0.35%	12.17%	+0.9%	+8.5%	+9.3%	+20.3%	new	−8.8%	$42.1B

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	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
2	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk		0.35%	12.17%	+0.9%	+8.5%	+9.3%	+20.3%	new	−8.8%	$42.1B

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 JEPQ

XSW

SPDR S&P Software & Services

$11,885

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureXSWJEPQ

Fee0.35%0.35%

Cost on $10k a year$35$35

Yield0.00%12.17%

5 years, per year+3.5%[…]

3 years, per year+21.5%+20.3%

Worst drop · 1Y−31.4%−8.8%

Volatility · 1Y31.2%15.5%

3–1measures won
JEPQ first

5.2%

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, JEPQ

Today

5.2%most shared, XSW and JEPQ

XSWJEPQ

XSW—5.2%

JEPQ5.2%—

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

Income After Fees on $10,000

$1,182most kept, JEPQ

JEPQ$1,217 − $35 = $1,182

XSW$0 − $35 = −$35

KeptFee

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