XSW vs JEPQ

AXSW

BJEPQ

Measures won1–3JEPQ wins · of 6 · 5Y

$10,000 · 5Y$16,267SCHD · XSW $11,226

Lowest cost0.06%SCHD · $6 on $10k

Most income12.79%JEPQ · $1,279 on $10k

Smallest drop−6.9%SCHD · worst fall in 1Y

Held in common5.1%XSW and JEPQ

XSW

JEPQ

State Street SPDR S&P Software & Services ETF · $507MJPMorgan Nasdaq Equity Premium Income ETF · $42.6B

+19.4%3 years · per year$17,037 · $16,202+17.4%

+2.3%5 years · per year$11,226 · […][…]

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

0.00%12-mo yield$0 · $1,279 on $10k12.79%

−30.6%Worst dropSmaller wins−11.5%

31.1%VolatilityLower wins16.7%

1–3JEPQ wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsXSW · JEPQ

0.8%MSFT6.1%

0.8%CRWD1.0%

0.7%PANW1.2%

0.7%PLTR1.2%

Held in common5.1%

End-of-day Nov 6, 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	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
2	AXSW	State Street SPDR S&P Software & Services ETFRead Desk	0.35%	0.00%	−0.6%	+8.3%	+4.5%	+19.4%	+2.3%	−30.6%	$507M
3	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.79%	+1.2%	+3.2%	+4.5%	+17.4%	new	−11.5%	$42.6B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
2	AXSW	State Street SPDR S&P Software & Services ETFRead Desk	0.35%	0.00%	−0.6%	+8.3%	+4.5%	+19.4%	+2.3%	−30.6%	$507M
3	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.79%	+1.2%	+3.2%	+4.5%	+17.4%	new	−11.5%	$42.6B

End-of-day Nov 6, 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

$11,226

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureXSWJEPQ

Fee0.35%0.35%

Cost on $10k a year$35$35

Yield0.00%12.79%

5 years, per year+2.3%[…]

3 years, per year+19.4%+17.4%

Worst drop · 1Y−30.6%−11.5%

Volatility · 1Y31.1%16.7%

3–1measures won
JEPQ first

5.1%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: XSW, JEPQ, SCHD

Today

5.1%most shared, XSW and JEPQ

XSWJEPQSCHD

XSW—5.1%1.1%

JEPQ5.1%—3.8%

SCHD1.1%3.8%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$1,244most kept, JEPQ

JEPQ$1,279 − $35 = $1,244

SCHD$300 − $6 = $294

XSW$0 − $35 = −$35

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee