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Save view, at the bottom, keeps this one here JEPI and XLUI · year-to-date · as of Nov 13, 2026 · AUM not scored
Return1D1M3MYTD1Y ▼3Y5YMAX
Total return+0.1%+4.2%+0.8%+8.2%+4.8%——+8.8%
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 XLUI and Vanguard VOO · total return, dividends in · as of Nov 13, 2026
+11.9%
+12.7%
$6.6B
Goldman Sachs Nasdaq-100 Premium Income
+10.4%
+10.6%
$6.5B
FT Vest Rising Dividend Achievers Target Income
+15.4%
+18.0%
$3.9B
U.S. Large Cap Premium Income Active
+13.5%
+14.5%
$1.6B
JPMorgan Equity Premium Yield
new
new
$922M
FT Vest SMID Rising Dividend Achievers Target Income
+14.0%
+15.0%
$913M
JPMorgan Nasdaq Equity Premium Yield
new
new
$817M
Parametric Equity Premium Income
+18.3%
+19.1%
$574M
WisdomTree Equity Premium Income
+6.6%
+7.9%
$563M
Kensington Hedged Premium Income
+8.4%
+8.7%
$462M
T. Rowe Price Capital Appreciation Premium Income
+10.6%
+10.5%
$333M
KBW Premium Yield Equity REIT
+15.3%
+17.0%
$283M
YieldMax Gold Miners Option Income Strategy
−12.0%
−7.5%
$254M
YieldMax MRNA Option Income Strategy
+456.5%
+477.3%
$247M
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%
$6.5B
FT Vest Rising Dividend Achievers Target Income ETF
0.0%
+15.4%
+18.0%
$3.9B
State Street Utilities Select Sector SPDR Premium Income ETF
+0.1%
+8.2%
+4.8%
$70.1M
#25 of 75 this year · #13 cheapest of 92 · sorted by assets
XLUI and its peer group · total return · as of Nov 13, 2026
+8.2%+6.0%
91 Premium income peers · each row scaled to its leader
JEPI and XLUI · year-to-date · as of Nov 13, 2026 · AUM not scored