Compare · 2 funds side by side · dividends reinvested

JPRF and QTPI

JPRFJ.P. Morgan×QTPINorth Square×

Story of the two · Growth1Y$10,000 one year agoDividends reinvested · both on one scale$10,057QTPI · best of the two

02 / 03

JPRF and QTPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Exchange Place Advisors Trust - North Square RCIM Tax-Advantaged Preferred and Income Securities ETFIncome · Dividend stocks0.60%4.45%−0.3%+0.6%[…][…]−2.8%4.7%$77M1.0

JPMorgan Preferred and Income Securities ETFIncome · Dividend stocks0.61%1.94%[…][…][…][…][…][…]$2.2B2.0

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: JPRF 2022 · QTPI 2024

Head to Head

Swap sides Versus in desk

Head to Head

JPMorgan Preferred and Income Securities ETF · $2.2B[…]

JPRF

QTPI

Exchange Place Advisors Trust - North Square RCIM Tax-Advantaged Preferred and Income Securities ETF · $77M[…]

$10,000 five years ago, dividends reinvested · they hold 2.4% in common

JPRFMeasureQTPI

[…]Year to dateJan 1 → Nov 3−0.3%

[…]1 yearTotal return+0.6%

[…]3 years · per year[…]

[…]5 years · per year[…]

0.61%Expense ratio$61 · $60 a year on $10k · lower is better0.60%

1.94%Trailing 12-mo yield$194 · $445 a year on $10k4.45%

[…]Worst dropSmaller is better−2.8%

[…]VolatilityLower is calmer4.7%

JPRFQTPI Winner of the row, in its colourEach row: the bigger of the two fills its side

0–2QTPI wins

End-of-day Nov 3, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

JPRF vs QTPI: Top 5 Holdings

Today

JPRF

6.9%in top 5

QTPI

in top 511.8%

JPRFStockQTPI

2.9%PGXnot top 5

not top 5T-PA2.8%

not top 5TFC-PO2.8%

not top 5COF-PI2.1%

not top 5SCHW-PJ2.0%

not top 5MTB-PJ2.0%

1.1%MS-POnot top 5

1.0%T-PCnot top 5

1.0%WFC-PZnot top 5

1.0%MS-PQnot top 5

Held in common2.4%

End-of-day Nov 3, 2026 · share of each fund

JPRF vs QTPI Returns, Every Period

J.P. MorganJPRF

[…]

past year

QTPINorth Square

+0.6%

past year

Returns […]

JPRFQTPIFaded: behind in that period

0–0Level

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

JPRF vs QTPI

YTD

J.P. MorganJPRF

[…]

QTPINorth Square

−0.3%

[…]Year to date−0.3%

[…]Worst drop · 1Y−2.8%

[…]Volatility · 1Y4.7%

1.9%Yield4.4%

$2.2BAssets$77.1M

1–0QTPI wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: JPRF, QTPI

Today

0.60%lowest, QTPI

FundExpense ratioFee$10k

QTPI0.60%$60

JPRF0.61%$61

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: JPRF, QTPI

4.45%highest, QTPI

FundTrailing yieldYield$10k

QTPI4.45%$445

JPRF1.94%$194

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$385most kept, QTPI

QTPI$445 − $60 = $385

JPRF$194 − $61 = $133

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: JPRF, QTPI

Today

2.4%most shared, JPRF and QTPI

JPRFQTPI

JPRF—2.4%

QTPI2.4%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+0.6%QTPI, at 4.7% volatility

QTPIWorst drop−2.8%4.7% vol

JPRFWorst drop[…][…]

End-of-day Nov 3, 2026 · up and left is better

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026