Compare · 2 funds side by side · dividends reinvested

RGLO and JEPI

RGLORussell Investments×JEPIJ.P. Morgan×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,635JEPI · best of the two

02 / 04

RGLO and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.83%+8.8%+11.9%+12.6%+7.9%−6.7%8.1%$46.0B1.3

Russell Investments Exchange Traded Funds - Russell Investments Global Equity ETFInternational · Global0.59%0.57%+11.8%+14.7%[…][…]−9.6%13.4%$365M1.7

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

End-of-day Nov 4, 2026 · returns include dividends · since: RGLO 2025 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

Russell Investments Exchange Traded Funds - Russell Investments Global Equity ETF · $365M[…]

RGLO

JEPI

JPMorgan Equity Premium Income ETF · $46.0B$14,635

$10,000 five years ago, dividends reinvested · they hold 27.8% in common

RGLOMeasureJEPI

+11.8%Year to dateJan 1 → Nov 4+8.8%

+14.7%1 yearTotal return+11.9%

[…]3 years · per year$10,000 became […] · $14,269+12.6%

[…]5 years · per year$10,000 became […] · $14,635+7.9%

0.59%Expense ratio$59 · $35 a year on $10k · lower is better0.35%

0.57%Trailing 12-mo yield$57 · $783 a year on $10k7.83%

−9.6%Worst dropSmaller is better−6.7%

13.4%VolatilityLower is calmer8.1%

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

2–4JEPI wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

RGLO vs JEPI: Top 5 Holdings

Today

RGLO

18.6%in top 5

JEPI

in top 59.5%

RGLOStockJEPI

4.8%AAPL1.9%

4.7%NVDAnot top 5

3.6%MSFT1.9%

3.2%AMZNnot top 5

2.4%GOOGnot top 5

not top 5MA2.0%

not top 5V1.9%

not top 5NEE1.8%

Held in common27.8%

End-of-day Nov 4, 2026 · share of each fund

RGLO vs JEPI Returns, Every Period

Russell InvestmentsRGLO

+14.7%

past year

JEPIJ.P. Morgan

+11.9%

past year

RGLOJEPIFaded: behind in that period

2–0RGLO wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

International vs Income: RGLO vs JEPI

YTD

Russell InvestmentsRGLO

+11.8%

JEPIJ.P. Morgan

+8.8%

+11.8%Year to date+8.8%

−9.6%Worst drop · 1Y−6.7%

13.4%Volatility · 1Y8.1%

0.6%Yield7.8%

$365MAssets$46.0B

3–1JEPI wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: RGLO, JEPI

Today

0.35%lowest, JEPI

FundExpense ratioFee$10k

JEPI0.35%$35

RGLO0.59%$59

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: RGLO, JEPI

7.83%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.83%$783

RGLO0.57%$57

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$748most kept, JEPI

JEPI$783 − $35 = $748

RGLO$57 − $59 = −$2

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: RGLO, JEPI

Today

27.8%most shared, RGLO and JEPI

RGLOJEPI

RGLO—27.8%

JEPI27.8%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+14.7%RGLO, at 13.4% volatility

JEPIWorst drop−6.7%8.1% vol

RGLOWorst drop−9.6%13.4% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

JEPIRGLO

+8.8%Year to date+11.8%

7.8%Yield0.6%

+11.9%Past year+14.7%

0.35%Fee0.59%

2–2level

End-of-day Nov 4, 2026

Popular Pairs Near These Two

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026