JEPI vs XYLD — stock comparison tool

JEPI currently yields 7.96% TTM versus XYLD at 10.44%. Use the calculator below to compare DRIP total returns and fundamentals side by side.

JEPIXYLD
Performance Comparison
Total return with dividends reinvested (DRIP) from a $10,000 start — price + income.
JEPI
XYLD

*Total Return = DRIP (price + reinvested dividends). Range: 2025-10-21 to 2026-10-21. Legend ordered low → high.

Chart metrics: Total Return (%) · Price Return (%) · Portfolio Value ($) · Stock Price · Dividends (Annual) · Dividend Growth (%). Market Cap history is not available yet.

Calendar-year total returns

Side-by-side yearly performance for each ticker (adjusted close ≈ total return)

JEPI Total Returns by Year
Calendar-year total returns, including reinvested dividends
Adj. close

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XYLD Total Returns by Year
Calendar-year total returns, including reinvested dividends
Adj. close

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Best Total Return

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No data

Highest Dividend Income

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Best Avg Annual Return

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DRIP Simulation Summary
$10,000 initial investment with DRIP (live)
TickerPeriodStart $End $DividendsStart PriceEnd PriceSharesReturn %
Current Data Comparison
Live fundamental metrics and analyst data
Metric
JEPI$57.36
—

JPMorgan Equity Premium Income ETF

XYLD$41.40
—

Global X - S&P 500 Covered Call ETF

Dividend Information

Dividend Yield
7.96%
10.44%
Annual Dividend
$4.56
$4.32
Dividend Growth (5yr)
-
-
Years of Growth
1
1
ETF holdings & allocation
Side-by-side composition for each ETF in this comparison.

JEPI

135 holdings
Cash & Others17.37%
Technology15.49%
Healthcare11.64%
Industrials10.09%
Financial Services9.71%
Consumer Cyclical8.72%
Consumer Defensive8.54%
Communication Services7.46%
Utilities4.63%
Energy3.13%
Real Estate1.92%
Basic Materials1.31%

Top 10 holdings

NameWeight
MSFTMICROSOFT CORP COMMON1.99%
AAPLAPPLE INC COMMON STOCK1.94%
AMZNAMAZON.COM INC COMMON1.91%
MAMASTERCARD INC COMMON1.91%
VVISA INC COMMON STOCK1.82%
NVDANVIDIA CORP COMMON STOCK1.80%
METAMETA PLATFORMS INC1.80%
ABBVABBVIE INC COMMON STOCK1.74%
GOOGLALPHABET INC-CL A -1.72%
EOGEOG RESOURCES INC COMMON1.71%
Top 1018.34%

XYLD

505 holdings
Technology40.49%
Financial Services11.21%
Communication Services9.93%
Healthcare9.27%
Consumer Cyclical8.76%
Industrials7.55%
Consumer Defensive4.29%
Energy3.41%
Utilities1.85%
Real Estate1.68%
Basic Materials1.56%
Cash & Others0.01%

Top 10 holdings

NameWeight
NVDANVIDIA CORP8.32%
AAPLAPPLE INC7.57%
MSFTMICROSOFT CORP6.10%
AMZNAMAZON.COM INC3.88%
GOOGLALPHABET INC-CL A3.14%
AVGOBROADCOM INC2.57%
GOOGALPHABET INC-CL C2.51%
METAMETA PLATFORMS INC2.49%
MUMICRON TECHNOLOGY INC1.70%
TSLATESLA INC1.62%
Top 1039.90%

Overlap & differences

Ticker overlap by weight, sector tilts, and where one fund is overweight. Open full tool

435743
JEPISharedXYLD

Overlap by weight

33%

Share of portfolio weight that appears in both funds.

# overlapping holdings

57

JEPI: 57% also in XYLDXYLD: 57% also in JEPI

JEPI: showing top 100 holdings by weight (of 135) · XYLD: showing top 100 holdings by weight (of 505). Overlap counts use this top slice, not the full fund book.

Sector drift (JEPI vs XYLD)

Left = heavier in JEPI. Right = heavier in XYLD.

JEPI overweight (left)XYLD overweight (right)
57 shown

Overlapping tickers

MSFT		2.0%6.1%2.0%
AAPL		1.9%7.6%1.9%
AMZN		1.9%3.9%1.9%
NVDA		1.8%8.3%1.8%
META		1.8%2.5%1.8%
GOOGL		1.7%3.1%1.7%
AVGO		1.6%2.6%1.6%
LLY		1.0%1.4%1.0%
V		1.8%1.0%1.0%
AMD		1.0%1.5%1.0%

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JEPI vs XYLD Dividend Comparison | DRIP Tool | Dividend Wealth