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JEPI and XLUI · year-to-date · as of Nov 12, 2026 · AUM not scored
Return1D1M3MYTD1Y3Y5YMAX
Total return0.0%+3.9%+0.3%+8.1%+4.9%——+8.7%
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%
SPDR XLUI and Vanguard VOO · total return, dividends in · as of Nov 12, 2026
+12.3%
+3.0%
$6.5B
Goldman Sachs Nasdaq-100 Premium Income
+11.7%
+6.0%
$6.4B
FT Vest Rising Dividend Achievers Target Income
+15.3%
+2.0%
$3.9B
U.S. Large Cap Premium Income Active
+13.8%
+3.0%
$1.6B
FT Vest SMID Rising Dividend Achievers Target Income
+13.7%
+1.6%
$913M
JPMorgan Equity Premium Yield
new
+2.8%
$900M
JPMorgan Nasdaq Equity Premium Yield
new
+5.4%
$788M
Parametric Equity Premium Income
+17.7%
+0.4%
$569M
WisdomTree Equity Premium Income
+7.2%
+3.1%
$547M
Kensington Hedged Premium Income
+8.6%
+1.7%
$461M
T. Rowe Price Capital Appreciation Premium Income
+10.4%
+2.0%
$329M
KBW Premium Yield Equity REIT
+14.5%
−1.7%
$289M
YieldMax Gold Miners Option Income Strategy
−11.9%
−4.6%
$271M
YieldMax MRNA Option Income Strategy
+477.6%
−5.4%
$260M
Premium Income · current AUM · as of Nov 12, 2026
−0.3%
+12.3%
+13.1%
$6.5B
Goldman Sachs Nasdaq-100 Premium Income ETF
−0.3%
+11.7%
+11.8%
$6.4B
FT Vest Rising Dividend Achievers Target Income ETF
−0.7%
+15.3%
+18.5%
$3.9B
State Street Utilities Select Sector SPDR Premium Income ETF
0.0%
+8.1%
+4.9%
$69.8M
#27 of 75 this year · #15 cheapest of 92 · sorted by assets
XLUI and its peer group · total return · as of Nov 12, 2026
+8.1%+6.5%
91 Premium income peers · each row scaled to its leader
JEPI and XLUI · year-to-date · as of Nov 12, 2026 · AUM not scored