Compare · 2 funds side by side · dividends reinvested

RFFC and JEPI

RFFCALPS×JEPIJ.P. Morgan×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,154RFFC · best of the two

02 / 04

RFFC and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

ALPS Active Equity Opportunity ETFUnsorted0.48%0.63%+14.2%+17.3%+22.2%+11.4%−9.2%13.0%$30M1.5

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.93%+7.5%+10.9%+11.0%+7.6%−6.7%9.0%$45.2B1.5

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

End-of-day Nov 9, 2026 · returns include dividends · since: RFFC 2016 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

ALPS Active Equity Opportunity ETF · $30M$17,154

RFFC

JEPI

JPMorgan Equity Premium Income ETF · $45.2B$14,448

$10,000 five years ago, dividends reinvested · they hold 29.1% in common

RFFCMeasureJEPI

+14.2%Year to dateJan 1 → Nov 9+7.5%

+17.3%1 yearTotal return+10.9%

+22.2%3 years · per year$10,000 became $18,256 · $13,679+11.0%

+11.4%5 years · per year$10,000 became $17,154 · $14,448+7.6%

0.48%Expense ratio$48 · $35 a year on $10k · lower is better0.35%

0.63%Trailing 12-mo yield$63 · $793 a year on $10k7.93%

−9.2%Worst dropSmaller is better−6.7%

13.0%VolatilityLower is calmer9.0%

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

4–4Level

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

RFFC vs JEPI: Top 5 Holdings

Today

RFFC

25.4%in top 5

JEPI

in top 59.9%

RFFCStockJEPI

6.3%MSFT2.0%

5.8%AAPL2.0%

4.7%NVDAnot top 5

4.6%TSMnot top 5

4.2%JNJnot top 5

not top 5MA2.0%

not top 5V1.9%

not top 5MMM1.9%

Held in common29.1%

End-of-day Nov 9, 2026 · share of each fund

RFFC vs JEPI Returns, Every Period

ALPSRFFC

+11.4%

5 years, per year

JEPIJ.P. Morgan

+7.6%

5 years, per year

RFFCJEPIFaded: behind in that period

4–0RFFC wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Unsorted vs Income: RFFC vs JEPI

YTD

ALPSRFFC

+14.2%

JEPIJ.P. Morgan

+7.5%

+14.2%Year to date+7.5%

−9.2%Worst drop · 1Y−6.7%

13.0%Volatility · 1Y9.0%

0.6%Yield7.9%

$30.5MAssets$45.2B

3–1JEPI wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: RFFC, JEPI

Today

0.35%lowest, JEPI

FundExpense ratioFee$10k

JEPI0.35%$35

RFFC0.48%$48

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: RFFC, JEPI

7.93%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.93%$793

RFFC0.63%$63

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$758most kept, JEPI

JEPI$793 − $35 = $758

RFFC$63 − $48 = $15

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: RFFC, JEPI

Today

29.1%most shared, RFFC and JEPI

RFFCJEPI

RFFC—29.1%

JEPI29.1%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+17.3%RFFC, at 13.0% volatility

JEPIWorst drop−6.7%9.0% vol

RFFCWorst drop−9.2%13.0% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

JEPIRFFC

+7.5%Year to date+14.2%

7.9%Yield0.6%

+10.9%Past year+17.3%

0.35%Fee0.48%

2–2level

End-of-day Nov 9, 2026

Popular Pairs Near These Two

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026