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JEPI and XLRI · year-to-date · as of Nov 13, 2026 · AUM not scored
Return1D1M3MYTD ▼1Y3Y5YMAX
Total return+0.1%+1.4%−4.3%+3.5%+2.6%——+3.9%
Peer average−0.6%−4.5%−2.2%+6.0%+6.3%+42.8%+21.3%—
S&P 500 · VOO−0.4%−2.3%−2.1%+11.5%+11.6%+79.3%+72.7%+816.2%
SPDR XLRI and Vanguard VOO · total return, dividends in · as of Nov 13, 2026
+11.9%
−0.3%
$6.6B
Goldman Sachs Nasdaq-100 Premium Income
+10.4%
−1.1%
$6.6B
FT Vest Rising Dividend Achievers Target Income
+15.4%
0.0%
$3.9B
U.S. Large Cap Premium Income Active
+13.5%
−0.3%
$1.6B
FT Vest SMID Rising Dividend Achievers Target Income
+14.0%
+0.3%
$916M
JPMorgan Equity Premium Yield
new
−0.3%
$911M
JPMorgan Nasdaq Equity Premium Yield
new
−0.9%
$808M
Parametric Equity Premium Income
+18.3%
+0.5%
$572M
WisdomTree Equity Premium Income
+6.6%
−0.6%
$547M
Kensington Hedged Premium Income
+8.4%
−0.2%
$461M
T. Rowe Price Capital Appreciation Premium Income
+10.6%
+0.2%
$331M
KBW Premium Yield Equity REIT
+15.3%
+0.7%
$287M
YieldMax Gold Miners Option Income Strategy
−12.0%
−0.1%
$267M
YieldMax MRNA Option Income Strategy
+456.5%
−3.6%
$258M
Premium Income · current AUM · as of Nov 13, 2026
−0.3%
+11.9%
+12.7%
$6.6B
Goldman Sachs Nasdaq-100 Premium Income ETF
−1.1%
+10.4%
+10.6%
$6.6B
FT Vest Rising Dividend Achievers Target Income ETF
0.0%
+15.4%
+18.0%
$3.9B
State Street Real Estate Select Sector SPDR Premium Income ETF
+0.1%
+3.5%
+2.6%
$3.3M
#50 of 75 this year · #18 cheapest of 92 · sorted by assets
XLRI and its peer group · total return · as of Nov 13, 2026
+3.5%+6.0%
91 Premium income peers · each row scaled to its leader
JEPI and XLRI · year-to-date · as of Nov 13, 2026 · AUM not scored