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JEPI and XLUI · year-to-date · as of Nov 11, 2026 · AUM not scored
Return1D1M3MYTD1Y3Y5Y ▼MAX
Total return+0.2%+3.7%+0.9%+8.1%+5.0%——+8.7%
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 XLUI and Vanguard VOO · total return, dividends in · as of Nov 11, 2026
+12.6%
new
$6.5B
Goldman Sachs Nasdaq-100 Premium Income
+12.0%
new
$6.4B
FT Vest Rising Dividend Achievers Target Income
+16.2%
new
$3.9B
U.S. Large Cap Premium Income Active
+14.1%
new
$1.6B
FT Vest SMID Rising Dividend Achievers Target Income
+14.3%
new
$913M
JPMorgan Equity Premium Yield
new
new
$900M
JPMorgan Nasdaq Equity Premium Yield
new
new
$788M
Parametric Equity Premium Income
+18.5%
new
$569M
WisdomTree Equity Premium Income
+7.7%
+52.5%
$547M
Kensington Hedged Premium Income
+8.7%
new
$461M
T. Rowe Price Capital Appreciation Premium Income
+10.8%
new
$329M
KBW Premium Yield Equity REIT
+16.1%
+3.2%
$289M
YieldMax Gold Miners Option Income Strategy
−8.3%
new
$271M
YieldMax MRNA Option Income Strategy
+520.1%
new
$260M
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 Utilities Select Sector SPDR Premium Income ETF
+0.2%
+8.1%
+5.0%
$69.8M
#27 of 75 this year · #15 cheapest of 92 · sorted by assets
XLUI and its peer group · total return · as of Nov 11, 2026
+8.1%+7.9%
91 Premium income peers · each row scaled to its leader
JEPI and XLUI · year-to-date · as of Nov 11, 2026 · AUM not scored