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Save view, at the bottom, keeps this one here $46.6B
JEPI and XLRI · year-to-date · as of Nov 11, 2026 · AUM not scored
Return1D1M3MYTD ▼1Y3Y5YMAX
Total return0.0%+1.2%−4.6%+3.7%+3.1%——+4.1%
Peer average+1.5%−3.8%−0.8%+7.9%+8.4%+44.9%+22.6%—
S&P 500 · VOO+1.3%−2.4%−2.1%+12.3%+12.8%+81.3%+75.3%+822.8%
SPDR XLRI and JEPI · total return, dividends in · as of Nov 11, 2026
+12.6%
+12.6%
$6.5B
Goldman Sachs Nasdaq-100 Premium Income
+12.0%
+12.0%
$6.4B
FT Vest Rising Dividend Achievers Target Income
+16.2%
+16.2%
$3.9B
U.S. Large Cap Premium Income Active
+14.1%
+14.1%
$1.5B
FT Vest SMID Rising Dividend Achievers Target Income
+14.3%
+14.3%
$910M
JPMorgan Equity Premium Yield
new
new
$902M
JPMorgan Nasdaq Equity Premium Yield
new
new
$788M
Parametric Equity Premium Income
+18.5%
+18.5%
$562M
WisdomTree Equity Premium Income
+7.7%
+7.7%
$547M
Kensington Hedged Premium Income
+8.7%
+8.7%
$459M
T. Rowe Price Capital Appreciation Premium Income
+10.8%
+10.8%
$326M
KBW Premium Yield Equity REIT
+16.1%
+16.1%
$290M
YieldMax Gold Miners Option Income Strategy
−8.3%
−8.3%
$274M
YieldMax MRNA Option Income Strategy
+520.1%
+520.1%
$261M
Premium Income · current AUM · as of Nov 11, 2026
+1.2%
+12.6%
+13.7%
$6.5B
Goldman Sachs Nasdaq-100 Premium Income ETF
+2.1%
+12.0%
+11.9%
$6.4B
FT Vest Rising Dividend Achievers Target Income ETF
+1.0%
+16.2%
+19.6%
$3.9B
State Street Real Estate Select Sector SPDR Premium Income ETF
0.0%
+3.7%
+3.1%
$3.3M
#50 of 75 this year · #18 cheapest of 92 · sorted by assets
XLRI and its peer group · total return · as of Nov 12, 2026
+3.7%+7.9%
91 Premium income peers · each row scaled to its leader
JEPI and XLRI · year-to-date · as of Nov 11, 2026 · AUM not scored