Compare · 2 funds side by side · dividends reinvested

PRF and JEPQ

PRFInvesco×JEPQJ.P. Morgan×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,152PRF · best of the two

02 / 04

PRF and JEPQ, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Invesco RAFI US 1000 ETFUS Stock Styles · Large cap0.34%1.30%+22.9%+26.8%+25.0%+13.6%−6.6%10.5%$10.1B1.1

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.17%+8.5%+9.3%+20.3%[…]−8.8%15.5%$42.1B1.9

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

End-of-day Nov 5, 2026 · returns include dividends · since: PRF 2005 · JEPQ 2022

Head to Head

Swap sides Versus in desk

Head to Head

Invesco RAFI US 1000 ETF · $10.1B$18,152

PRF

JEPQ

JPMorgan Nasdaq Equity Premium Income ETF · $42.1B[…]

$10,000 five years ago, dividends reinvested · they hold 27.3% in common

PRFMeasureJEPQ

+22.9%Year to dateJan 1 → Nov 5+8.5%

+26.8%1 yearTotal return+9.3%

+25.0%3 years · per year$10,000 became $19,531 · $17,406+20.3%

+13.6%5 years · per year$10,000 became $18,909 · […][…]

0.34%Expense ratio$34 · $35 a year on $10k · lower is better0.35%

1.30%Trailing 12-mo yield$130 · $1,217 a year on $10k12.17%

−6.6%Worst dropSmaller is better−8.8%

10.5%VolatilityLower is calmer15.5%

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

6–1PRF wins

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

More Ways to See the Pairs

PRF vs JEPQ: Top 5 Holdings

Today

PRF

15.1%in top 5

JEPQ

in top 528.3%

PRFStockJEPQ

4.7%AAPL7.1%

not top 5NVDA6.8%

3.3%MSFT6.0%

not top 5GOOG4.2%

2.4%AMZN4.2%

2.7%GOOGLnot top 5

2.0%BRK-Bnot top 5

Held in common27.3%

End-of-day Nov 5, 2026 · share of each fund

PRF vs JEPQ Returns, Every Period

InvescoPRF

+26.8%

past year

JEPQJ.P. Morgan

+9.3%

past year

PRFJEPQFaded: behind in that period

3–0PRF wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Stocks vs Income: PRF vs JEPQ

YTD

InvescoPRF

+22.9%

JEPQJ.P. Morgan

+8.5%

+22.9%Year to date+8.5%

−6.6%Worst drop · 1Y−8.8%

10.5%Volatility · 1Y15.5%

1.3%Yield12.2%

$10.1BAssets$42.1B

3–1PRF wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: PRF, JEPQ

Today

0.34%lowest, PRF

FundExpense ratioFee$10k

PRF0.34%$34

JEPQ0.35%$35

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: PRF, JEPQ

12.17%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.17%$1,217

PRF1.30%$130

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$1,182most kept, JEPQ

JEPQ$1,217 − $35 = $1,182

PRF$130 − $34 = $96

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: PRF, JEPQ

Today

27.3%most shared, PRF and JEPQ

PRFJEPQ

PRF—27.3%

JEPQ27.3%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+26.8%PRF, at 10.5% volatility

PRFWorst drop−6.6%10.5% vol

JEPQWorst drop−8.8%15.5% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQPRF

+8.5%Year to date+22.9%

12.2%Yield1.3%

+9.3%Past year+26.8%

0.35%Fee0.34%

3–1PRF wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 5, 2026