Compare · 3 funds side by side · dividends reinvested

RECS, JEPQ and JEPI

RECSColumbia Threadneedle×JEPQJ.P. Morgan×JEPIJ.P. Morgan×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,787RECS · best of the three

02 / 04

RECS, JEPQ and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Columbia Research Enhanced Core ETFUnsorted0.15%1.04%+7.3%+9.1%+22.2%+12.2%−8.8%12.5%$6.0B1.5

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%8.09%+5.3%+8.2%+10.7%+7.1%−6.7%8.8%$46.8B1.9

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.79%+3.2%+4.5%+17.4%[…]−11.5%16.7%$42.6B2.4

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: RECS 2019 · JEPQ 2022 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

Columbia Research Enhanced Core ETF · $6.0B$17,787

RECS

JEPQ

JPMorgan Nasdaq Equity Premium Income ETF · $42.6B[…]

$10,000 five years ago, dividends reinvested · they hold 27.5% in common

RECSMeasureJEPQ

+7.3%Year to dateJan 1 → Nov 6+3.2%

+9.1%1 yearTotal return+4.5%

+22.2%3 years · per year$10,000 became $18,239 · $16,202+17.4%

+12.2%5 years · per year$10,000 became $17,787 · […][…]

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

1.04%Trailing 12-mo yield$104 · $1,279 a year on $10k12.79%

−8.8%Worst dropSmaller is better−11.5%

12.5%VolatilityLower is calmer16.7%

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

6–1RECS wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

RECS vs JEPQ: Top 5 Holdings

Today

RECS

33.0%in top 5

JEPQ

in top 528.9%

RECSStockJEPQ

12.9%AAPL7.4%

10.4%NVDA6.6%

not top 5MSFT6.1%

not top 5GOOG4.4%

not top 5AMZN4.4%

4.2%METAnot top 5

2.8%MAnot top 5

2.8%XLCnot top 5

Held in common27.5%

End-of-day Nov 6, 2026 · share of each fund

RECS vs JEPQ Returns, Every Period

Columbia ThreadneedleRECS

+9.1%

past year

JEPQJ.P. Morgan

+4.5%

past year

RECSJEPQFaded: behind in that period

3–0RECS wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Unsorted vs Income: RECS vs JEPQ

YTD

Columbia ThreadneedleRECS

+7.3%

JEPQJ.P. Morgan

+3.2%

+7.3%Year to date+3.2%

−8.8%Worst drop · 1Y−11.5%

12.5%Volatility · 1Y16.7%

1.0%Yield12.8%

$6.0BAssets$42.6B

3–1RECS wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: RECS, JEPQ, JEPI

Today

0.15%lowest, RECS

FundExpense ratioFee$10k

RECS0.15%$15

JEPQ0.35%$35

JEPI0.35%$35

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: RECS, JEPQ, JEPI

12.79%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.79%$1,279

JEPI8.09%$809

RECS1.04%$104

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$1,244most kept, JEPQ

JEPQ$1,279 − $35 = $1,244

JEPI$809 − $35 = $774

RECS$104 − $15 = $89

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: RECS, JEPQ, JEPI

Today

27.5%most shared, RECS and JEPQ

RECSJEPQJEPI

RECS—27.5%18.7%

JEPQ27.5%—26.8%

JEPI18.7%26.8%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+9.1%RECS, at 12.5% volatility

JEPIWorst drop−6.7%8.8% vol

RECSWorst drop−8.8%12.5% vol

JEPQWorst drop−11.5%16.7% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQRECS

+3.2%Year to date+7.3%

12.8%Yield1.0%

+4.5%Past year+9.1%

0.35%Fee0.15%

3–1RECS wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026