XSW vs JEPQ

AXSW

BJEPQ

Measures won1–3JEPQ wins · of 6 · 5Y

$10,000 · 5Y$14,322JEPI · XSW $11,464

Lowest cost0.35%XSW · $35 on $10k

Most income12.28%JEPQ · $1,228 on $10k

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

Held in common5.3%XSW and JEPQ

XSW

JEPQ

State Street SPDR S&P Software & Services ETF · $492MJPMorgan Nasdaq Equity Premium Income ETF · $41.8B

+21.0%3 years · per year$17,717 · $17,450+20.4%

+2.8%5 years · per year$11,464 · […][…]

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

0.00%12-mo yield$0 · $1,228 on $10k12.28%

−31.5%Worst dropSmaller wins−8.8%

31.2%VolatilityLower wins15.5%

1–3JEPQ wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsXSW · JEPQ

0.9%CRWD1.0%

0.8%PLTR1.3%

0.8%PANW1.3%

0.8%MSFT5.5%

Held in common5.3%

End-of-day Nov 3, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	JEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.96%	−0.1%	+7.0%	+9.8%	+12.4%	+7.4%	−6.7%	$46.0B
2	AXSW	State Street SPDR S&P Software & Services ETFRead Desk	0.35%	0.00%	+0.1%	+11.1%	+4.7%	+21.0%	+2.8%	−31.5%	$492M
3	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.28%	+0.6%	+7.5%	+8.6%	+20.4%	new	−8.8%	$41.8B

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

All Three

5Y3 funds

#
1	JEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.96%	−0.1%	+7.0%	+9.8%	+12.4%	+7.4%	−6.7%	$46.0B
2	AXSW	State Street SPDR S&P Software & Services ETFRead Desk	0.35%	0.00%	+0.1%	+11.1%	+4.7%	+21.0%	+2.8%	−31.5%	$492M
3	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.28%	+0.6%	+7.5%	+8.6%	+20.4%	new	−8.8%	$41.8B

End-of-day Nov 3, 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

$11,464

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureXSWJEPQ

Fee0.35%0.35%

Cost on $10k a year$35$35

Yield0.00%12.28%

5 years, per year+2.8%[…]

3 years, per year+21.0%+20.4%

Worst drop · 1Y−31.5%−8.8%

Volatility · 1Y31.2%15.5%

3–1measures won
JEPQ first

5.3%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: XSW, JEPQ, JEPI

Today

26.6%most shared, JEPQ and JEPI

XSWJEPQJEPI

XSW—5.3%2.7%

JEPQ5.3%—26.6%

JEPI2.7%26.6%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$1,193most kept, JEPQ

JEPQ$1,228 − $35 = $1,193

JEPI$796 − $35 = $761

XSW$0 − $35 = −$35

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee