Compare · 2 funds side by side · dividends reinvested

RFFC and JEPQ

RFFCALPS×JEPQJ.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 JEPQ, 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%$30M1.3

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.39%+6.6%+9.2%+18.2%[…]−11.5%16.9%$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 9, 2026 · returns include dividends · since: RFFC 2016 · JEPQ 2022

Head to Head

Swap sides Versus in desk

Head to Head

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

RFFC

JEPQ

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

$10,000 five years ago, dividends reinvested · they hold 31.6% in common

RFFCMeasureJEPQ

+14.2%Year to dateJan 1 → Nov 9+6.6%

+17.3%1 yearTotal return+9.2%

+22.2%3 years · per year$10,000 became $18,256 · $16,495+18.2%

+11.4%5 years · per year$10,000 became $17,154 · […][…]

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

0.63%Trailing 12-mo yield$63 · $1,239 a year on $10k12.39%

−9.2%Worst dropSmaller is better−11.5%

13.0%VolatilityLower is calmer16.9%

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

5–2RFFC wins

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 JEPQ: Top 5 Holdings

Today

RFFC

25.4%in top 5

JEPQ

in top 528.6%

RFFCStockJEPQ

5.8%AAPL7.3%

4.7%NVDA6.7%

6.3%MSFT6.0%

4.6%TSMnot top 5

not top 5GOOG4.4%

not top 5AMZN4.3%

4.2%JNJnot top 5

Held in common31.6%

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

RFFC vs JEPQ Returns, Every Period

ALPSRFFC

+17.3%

past year

JEPQJ.P. Morgan

+9.2%

past year

RFFCJEPQFaded: behind in that period

3–0RFFC wins

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

Unsorted vs Income: RFFC vs JEPQ

YTD

ALPSRFFC

+14.2%

JEPQJ.P. Morgan

+6.6%

+14.2%Year to date+6.6%

−9.2%Worst drop · 1Y−11.5%

13.0%Volatility · 1Y16.9%

0.6%Yield12.4%

$30.5MAssets$40.7B

3–1RFFC wins

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

Cost, Income and Risk

Fees: RFFC, JEPQ

Today

0.35%lowest, JEPQ

FundExpense ratioFee$10k

JEPQ0.35%$35

RFFC0.48%$48

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

Yields: RFFC, JEPQ

12.39%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.39%$1,239

RFFC0.63%$63

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

Income After Fees on $10,000

$1,204most kept, JEPQ

JEPQ$1,239 − $35 = $1,204

RFFC$63 − $48 = $15

KeptFee

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

Overlap: RFFC, JEPQ

Today

31.6%most shared, RFFC and JEPQ

RFFCJEPQ

RFFC—31.6%

JEPQ31.6%—

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

RFFCWorst drop−9.2%13.0% vol

JEPQWorst drop−11.5%16.9% vol

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

Paid More vs Made More

YTD

JEPQRFFC

+6.6%Year to date+14.2%

12.4%Yield0.6%

+9.2%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