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Save view, at the bottom, keeps this one here Year to date
JEPI wins+1.7 pts
Past year
JEPI wins+2.5 pts
[…] The fund reports no holdings yet.
Latest payout, Nov 2026
$0.19
a share · every month
6.9% yield
3 years added up
$5.38 a share
First Trust XIMR · per-share distributions by ex-date · 2024–2026
XIMR’s Peers
YTDPremium Income · 6 largestCards for This View
XIMR reports no holdings we can show: […]
XIMRAvsBPeer average
1D0.0%−1.3%
1M+0.4%−3.3%
3M+1.1%−1.9%
YTD
Year to date
JEPI wins+1.7 pts
Past year
JEPI wins+2.5 pts
Markets / Income / XIMR · 3Y · vs S&P 500 · Lines · 3Y chart JEPI and XIMR · year-to-date · as of Nov 12, 2026 · AUM not scored
Return1D1M3MYTD1Y3Y ▼5YMAX
Total return0.0%+0.4%+1.1%+6.6%+7.6%——+20.0%
Peer average−1.3%−3.3%−1.9%+6.5%+6.6%+43.1%+22.0%—
S&P 500 · VOO−0.3%−1.6%−2.2%+11.9%+12.1%+80.1%+73.9%+819.7%
First Trust XIMR and Vanguard VOO · total return, dividends in · as of Nov 12, 2026
+12.3%
+71.5%
$6.6B
Goldman Sachs Nasdaq-100 Premium Income
+11.7%
+77.4%
$6.6B
FT Vest Rising Dividend Achievers Target Income
+15.3%
+75.5%
$3.9B
U.S. Large Cap Premium Income Active
+13.8%
+70.9%
$1.6B
FT Vest SMID Rising Dividend Achievers Target Income
+13.7%
+61.8%
$916M
JPMorgan Equity Premium Yield
new
new
$911M
JPMorgan Nasdaq Equity Premium Yield
new
new
$808M
Parametric Equity Premium Income
+17.7%
+44.7%
$572M
WisdomTree Equity Premium Income
+7.2%
+50.0%
$547M
Kensington Hedged Premium Income
+8.6%
new
$461M
T. Rowe Price Capital Appreciation Premium Income
+10.4%
new
$331M
KBW Premium Yield Equity REIT
+14.5%
+23.1%
$287M
YieldMax Gold Miners Option Income Strategy
−11.9%
new
$267M
YieldMax MRNA Option Income Strategy
+477.6%
+94.2%
$258M
Premium Income · current AUM · as of Nov 12, 2026
−0.3%
+12.3%
+13.1%
$6.6B
Goldman Sachs Nasdaq-100 Premium Income ETF
−0.3%
+11.7%
+11.8%
$6.6B
FT Vest Rising Dividend Achievers Target Income ETF
−0.7%
+15.3%
+18.5%
$3.9B
FT Vest U.S. Equity Buffer & Premium Income ETF - March
0.0%
+6.6%
+7.6%
$25.8M
#31 of 75 this year · #47 cheapest of 92 · sorted by assets
XIMR and its peer group · total return · as of Nov 12, 2026
+6.6%+6.5%
91 Premium income peers · each row scaled to its leader
+0.9 pts
JEPI and XIMR · year-to-date · as of Nov 12, 2026 · AUM not scored