Compare · 2 funds side by side · dividends reinvested

RFDA and JEPI

RFDAALPS×JEPIJ.P. Morgan×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,753RFDA · best of the two

02 / 04

RFDA and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

ALPS Dynamic US Dividend Advantage ETFIncome · Dividend stocks0.52%2.04%+13.3%+14.7%+20.9%+12.2%−5.4%11.2%$76M1.4

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%8.09%+5.3%+8.2%+10.7%+7.1%−6.7%8.8%$45.2B1.6

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

End-of-day Nov 6, 2026 · returns include dividends · since: RFDA 2016 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

ALPS Dynamic US Dividend Advantage ETF · $76M$17,753

RFDA

JEPI

JPMorgan Equity Premium Income ETF · $45.2B$14,118

$10,000 five years ago, dividends reinvested · they hold 20.3% in common

RFDAMeasureJEPI

+13.3%Year to dateJan 1 → Nov 6+5.3%

+14.7%1 yearTotal return+8.2%

+20.9%3 years · per year$10,000 became $17,691 · $13,562+10.7%

+12.2%5 years · per year$10,000 became $17,753 · $14,118+7.1%

0.52%Expense ratio$52 · $35 a year on $10k · lower is better0.35%

2.04%Trailing 12-mo yield$204 · $809 a year on $10k8.09%

−5.4%Worst dropSmaller is better−6.7%

11.2%VolatilityLower is calmer8.8%

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

5–3RFDA wins

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

More Ways to See the Pairs

RFDA vs JEPI: Top 5 Holdings

Today

RFDA

14.9%in top 5

JEPI

in top 59.9%

RFDAStockJEPI

3.4%JNJnot top 5

3.0%JPMnot top 5

2.9%UNHnot top 5

2.8%KOnot top 5

2.8%MSFT2.0%

not top 5MA2.1%

not top 5AAPL2.0%

not top 5MMM1.9%

not top 5NEE1.9%

Held in common20.3%

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

RFDA vs JEPI Returns, Every Period

ALPSRFDA

+12.2%

5 years, per year

JEPIJ.P. Morgan

+7.1%

5 years, per year

RFDAJEPIFaded: behind in that period

4–0RFDA wins

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

RFDA vs JEPI

YTD

ALPSRFDA

+13.3%

JEPIJ.P. Morgan

+5.3%

+13.3%Year to date+5.3%

−5.4%Worst drop · 1Y−6.7%

11.2%Volatility · 1Y8.8%

2.0%Yield8.1%

$76.3MAssets$45.2B

2–2level

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

Cost, Income and Risk

Fees: RFDA, JEPI

Today

0.35%lowest, JEPI

FundExpense ratioFee$10k

JEPI0.35%$35

RFDA0.52%$52

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

Yields: RFDA, JEPI

8.09%highest, JEPI

FundTrailing yieldYield$10k

JEPI8.09%$809

RFDA2.04%$204

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

Income After Fees on $10,000

$774most kept, JEPI

JEPI$809 − $35 = $774

RFDA$204 − $52 = $152

KeptFee

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

Overlap: RFDA, JEPI

Today

20.3%most shared, RFDA and JEPI

RFDAJEPI

RFDA—20.3%

JEPI20.3%—

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

Return vs Bumpiness: 2 ETFs

+14.7%RFDA, at 11.2% volatility

JEPIWorst drop−6.7%8.8% vol

RFDAWorst drop−5.4%11.2% vol

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

Paid More vs Made More

YTD

JEPIRFDA

+5.3%Year to date+13.3%

8.1%Yield2.0%

+8.2%Past year+14.7%

0.35%Fee0.52%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Two

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

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%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026