JEPI and XYLD are both covered call ETFs tracking the same benchmark, but with different approaches. JEPI offers ~8.3% yield with a focus on income investor seeking stability and downside protection over maximum yield, while XYLD provides ~9.5% yield targeting income investor seeking s&p 500 exposure with simple and transparent strategy. Compare their scores, yields, and performance metrics to find the best fit for your portfolio.
Compare covered call ETFs with the same benchmark side by side
JPMorgan Equity Premium Income ETF
6.1
Overall Score
Global X S&P 500 Covered Call ETF
5.3
Overall Score
| Criteria | JEPI | XYLD |
|---|---|---|
| Overall Score | 6.1 5.3 | |
| Total Return (25%) | 4.8 3.5 | |
| Downside Protection (25%) | 7.7 5.8 | |
| Upside Participation (25%) | 6.0 6.3 | |
| Consistency (15%) | 4.5 5.1 | |
| Expense Ratio (5%) | 8.1 5.0 | |
| Liquidity (5%) | 8.9 7.2 |
Since Inception
3 Years
Pro only
1 Year
Pro only
3 Months
Pro only
| Metric | JEPI | XYLD |
|---|---|---|
| Expense Ratio | 0.350% | 0.600% |
| Inception Date | May 20, 2020 | Jun 24, 2013 |
| Issuer | JPMorgan | Global X |
| Distribution Frequency | Monthly | Monthly |
| Maturity Rating | 5/5 stars | 5/5 stars |
The reference standard of the sector — not the highest performer but the most resilient
Investor Profile:
Income investor seeking stability and downside protection over maximum yield
Similar to QYLD but on a more defensive index — choice between the two depends on S&P 500 vs Nasdaq preference
Investor Profile:
Income investor seeking S&P 500 exposure with simple and transparent strategy