Compare · 2 funds side by side · dividends reinvested

RECS and JEPI

RECSColumbia Threadneedle×JEPIJ.P. Morgan×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,792RECS · best of the two

02 / 04

RECS and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Columbia Research Enhanced Core ETFUnsorted0.15%1.04%+7.1%+9.2%+22.4%+12.2%−8.8%12.5%$6.1B1.4

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%8.09%+5.2%+8.3%+11.0%+7.1%−6.7%8.8%$46.1B1.6

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: RECS 2019 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

Columbia Research Enhanced Core ETF · $6.1B$17,792

RECS

JEPI

JPMorgan Equity Premium Income ETF · $46.1B$14,108

$10,000 five years ago, dividends reinvested · they hold 18.9% in common

RECSMeasureJEPI

+7.1%Year to dateJan 1 → Nov 5+5.2%

+9.2%1 yearTotal return+8.3%

+22.4%3 years · per year$10,000 became $18,344 · $13,674+11.0%

+12.2%5 years · per year$10,000 became $17,792 · $14,108+7.1%

0.15%Expense ratio$15 · $35 a year on $10k · lower is better0.35%

1.04%Trailing 12-mo yield$104 · $809 a year on $10k8.09%

−8.8%Worst dropSmaller is better−6.7%

12.5%VolatilityLower is calmer8.8%

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

5–3RECS wins

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

More Ways to See the Pairs

RECS vs JEPI: Top 5 Holdings

Today

RECS

33.0%in top 5

JEPI

in top 59.9%

RECSStockJEPI

12.5%AAPL1.9%

10.9%NVDAnot top 5

4.2%METAnot top 5

2.8%MA2.0%

2.7%XLCnot top 5

not top 5MSFT2.0%

not top 5MMM1.9%

not top 5V1.9%

Held in common18.9%

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

RECS vs JEPI Returns, Every Period

Columbia ThreadneedleRECS

+12.2%

5 years, per year

JEPIJ.P. Morgan

+7.1%

5 years, per year

RECSJEPIFaded: behind in that period

4–0RECS wins

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

Unsorted vs Income: RECS vs JEPI

YTD

Columbia ThreadneedleRECS

+7.1%

JEPIJ.P. Morgan

+5.2%

+7.1%Year to date+5.2%

−8.8%Worst drop · 1Y−6.7%

12.5%Volatility · 1Y8.8%

1.0%Yield8.1%

$6.1BAssets$46.1B

3–1JEPI wins

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

Cost, Income and Risk

Fees: RECS, JEPI

Today

0.15%lowest, RECS

FundExpense ratioFee$10k

RECS0.15%$15

JEPI0.35%$35

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

Yields: RECS, JEPI

8.09%highest, JEPI

FundTrailing yieldYield$10k

JEPI8.09%$809

RECS1.04%$104

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

Income After Fees on $10,000

$774most kept, JEPI

JEPI$809 − $35 = $774

RECS$104 − $15 = $89

KeptFee

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

Overlap: RECS, JEPI

Today

18.9%most shared, RECS and JEPI

RECSJEPI

RECS—18.9%

JEPI18.9%—

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

Return vs Bumpiness: 2 ETFs

+9.2%RECS, at 12.5% volatility

JEPIWorst drop−6.7%8.8% vol

RECSWorst drop−8.8%12.5% vol

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

Paid More vs Made More

YTD

JEPIRECS

+5.2%Year to date+7.1%

8.1%Yield1.0%

+8.3%Past year+9.2%

0.35%Fee0.15%

3–1RECS wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026