Compare · 2 funds side by side · dividends reinvested

RFDA and JEPQ

RFDAALPS×JEPQJ.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 JEPQ, 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%$76M1.3

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.79%+3.2%+4.5%+17.4%[…]−11.5%16.7%$40.7B1.7

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 · JEPQ 2022

Head to Head

Swap sides Versus in desk

Head to Head

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

RFDA

JEPQ

JPMorgan Nasdaq Equity Premium Income ETF · $40.7B[…]

$10,000 five years ago, dividends reinvested · they hold 13.7% in common

RFDAMeasureJEPQ

+13.3%Year to dateJan 1 → Nov 6+3.2%

+14.7%1 yearTotal return+4.5%

+20.9%3 years · per year$10,000 became $17,691 · $16,202+17.4%

+12.2%5 years · per year$10,000 became $17,753 · […][…]

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

2.04%Trailing 12-mo yield$204 · $1,279 a year on $10k12.79%

−5.4%Worst dropSmaller is better−11.5%

11.2%VolatilityLower is calmer16.7%

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

5–2RFDA 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 JEPQ: Top 5 Holdings

Today

RFDA

14.9%in top 5

JEPQ

in top 528.9%

RFDAStockJEPQ

not top 5AAPL7.4%

not top 5NVDA6.6%

2.8%MSFT6.1%

not top 5GOOG4.4%

not top 5AMZN4.4%

3.4%JNJnot top 5

3.0%JPMnot top 5

2.9%UNHnot top 5

2.8%KOnot top 5

Held in common13.7%

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

RFDA vs JEPQ Returns, Every Period

ALPSRFDA

+14.7%

past year

JEPQJ.P. Morgan

+4.5%

past year

RFDAJEPQFaded: behind in that period

3–0RFDA wins

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

RFDA vs JEPQ

YTD

ALPSRFDA

+13.3%

JEPQJ.P. Morgan

+3.2%

+13.3%Year to date+3.2%

−5.4%Worst drop · 1Y−11.5%

11.2%Volatility · 1Y16.7%

2.0%Yield12.8%

$76.3MAssets$40.7B

3–1RFDA wins

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

Cost, Income and Risk

Fees: RFDA, JEPQ

Today

0.35%lowest, JEPQ

FundExpense ratioFee$10k

JEPQ0.35%$35

RFDA0.52%$52

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

Yields: RFDA, JEPQ

12.79%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.79%$1,279

RFDA2.04%$204

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

RFDA$204 − $52 = $152

KeptFee

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

Overlap: RFDA, JEPQ

Today

13.7%most shared, RFDA and JEPQ

RFDAJEPQ

RFDA—13.7%

JEPQ13.7%—

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

RFDAWorst drop−5.4%11.2% 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

JEPQRFDA

+3.2%Year to date+13.3%

12.8%Yield2.0%

+4.5%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