Compare · 2 funds side by side · dividends reinvested

REIT and JEPI

REITALPS×JEPIJ.P. Morgan×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,322JEPI · best of the two

02 / 04

REIT and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.96%+7.0%+9.8%+12.4%+7.4%−6.7%7.9%$46.0B1.4

ALPS Active REIT ETFSectors · Real estate0.68%2.97%+14.3%+14.2%+15.0%+3.2%−11.5%13.3%$56M1.6

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

End-of-day Nov 3, 2026 · returns include dividends · since: REIT 2021 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

ALPS Active REIT ETF · $56M$11,693

REIT

JEPI

JPMorgan Equity Premium Income ETF · $46.0B$14,322

$10,000 five years ago, dividends reinvested · they hold 1.1% in common

REITMeasureJEPI

+14.3%Year to dateJan 1 → Nov 3+7.0%

+14.2%1 yearTotal return+9.8%

+15.0%3 years · per year$10,000 became $15,215 · $14,201+12.4%

+3.2%5 years · per year$10,000 became $11,693 · $14,322+7.4%

0.68%Expense ratio$68 · $35 a year on $10k · lower is better0.35%

2.97%Trailing 12-mo yield$297 · $796 a year on $10k7.96%

−11.5%Worst dropSmaller is better−6.7%

13.3%VolatilityLower is calmer7.9%

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

3–5JEPI wins

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

More Ways to See the Pairs

REIT vs JEPI: Top 5 Holdings

Today

REIT

37.8%in top 5

JEPI

in top 59.5%

REITStockJEPI

10.5%WELLnot top 5

9.5%EQIXnot top 5

8.5%PLDnot top 5

5.1%SPGnot top 5

4.3%MACnot top 5

not top 5MA2.0%

not top 5V1.9%

not top 5AAPL1.9%

not top 5MSFT1.9%

not top 5NEE1.8%

Held in common1.1%

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

REIT vs JEPI Returns, Every Period

ALPSREIT

+3.2%

5 years, per year

JEPIJ.P. Morgan

+7.4%

5 years, per year

REITJEPIFaded: behind in that period

3–1REIT wins

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

Sector vs Income: REIT vs JEPI

YTD

ALPSREIT

+14.3%

JEPIJ.P. Morgan

+7.0%

+14.3%Year to date+7.0%

−11.5%Worst drop · 1Y−6.7%

13.3%Volatility · 1Y7.9%

3.0%Yield8.0%

$56.2MAssets$46.0B

3–1JEPI wins

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

Cost, Income and Risk

Fees: REIT, JEPI

Today

0.35%lowest, JEPI

FundExpense ratioFee$10k

JEPI0.35%$35

REIT0.68%$68

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

Yields: REIT, JEPI

7.96%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.96%$796

REIT2.97%$297

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

Income After Fees on $10,000

$761most kept, JEPI

JEPI$796 − $35 = $761

REIT$297 − $68 = $229

KeptFee

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

Overlap: REIT, JEPI

Today

1.1%most shared, REIT and JEPI

REITJEPI

REIT—1.1%

JEPI1.1%—

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

Return vs Bumpiness: 2 ETFs

+14.2%REIT, at 13.3% volatility

JEPIWorst drop−6.7%7.9% vol

REITWorst drop−11.5%13.3% vol

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

Paid More vs Made More

YTD

JEPIREIT

+7.0%Year to date+14.3%

8.0%Yield3.0%

+9.8%Past year+14.2%

0.35%Fee0.68%

2–2level

End-of-day Nov 3, 2026

Popular Pairs Near These Two

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

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

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