Compare · 3 funds side by side · dividends reinvested

RJDI, JEPQ and JEPI

RJDIRaymond James×JEPQJ.P. Morgan×JEPIJ.P. Morgan×

02 / 04

−0.1%

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$14,519JEPI · best of the three

Story of the three · IncomeMost incomeJEPQ · 12.37% · $1,237 a year on $10k

Story of the three · RiskSmallest drop

RJDI, JEPQ and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.87%+8.2%+9.6%+11.1%+7.7%−6.7%9.0%$47.1B1.5

RJ Eagle GCM Dividend Select Income ETFIncome · Dividend stocks0.63%1.01%+18.7%+20.0%[…][…]−7.1%12.0%$161M2.0

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.37%+6.7%+7.6%+17.4%[…]−11.5%17.0%$42.5B2.1

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 13, 2026 · returns include dividends · since: RJDI 2025 · JEPQ 2022 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

5Y

RJ Eagle GCM Dividend Select Income ETF · $161M[…]

RJDI

JEPQ

JPMorgan Nasdaq Equity Premium Income ETF · $42.5B[…]

$10,000 five years ago, dividends reinvested · they hold 14.7% in common

RJDI

More Ways to See the Pairs

RJDI vs JEPQ: Top 5 Holdings

Today

RJDI

24.8%in top 5

JEPQ

in top 527.3%

RJDIStockJEPQ

4.3%AAPL7.2%

7.0%AVGOnot top 5

not top 5NVDA5.9%

not top 5MSFT5.6%

5.0%ADI

Cost, Income and Risk

Fees: RJDI, JEPQ, JEPI

Today

0.35%lowest, JEPQ

FundExpense ratioFee$10k

JEPQ0.35%$35

JEPI0.35%$35

RJDI0.63%$63

End-of-day Nov 13, 2026 · fee on $10,000 a year

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 13, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

Measure

JEPQ

+18.7%Year to dateJan 1 → Nov 13+6.7%

+20.0%1 yearTotal return+7.6%

[…]3 years · per year$10,000 became […] · $16,188+17.4%

[…]5 years · per year[…]

0.63%Expense ratio$63 · $35 a year on $10k · lower is better0.35%

1.01%Trailing 12-mo yield$101 · $1,237 a year on $10k12.37%

−7.1%Worst dropSmaller is better−11.5%

12.0%VolatilityLower is calmer17.0%

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

4–2RJDI wins

End-of-day Nov 13, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5

4.4%WMTnot top 5

not top 5GOOG4.3%

not top 5AMZN4.2%

4.1%JPMnot top 5

Held in common14.7%

End-of-day Nov 13, 2026 · share of each fund

RJDI vs JEPQ Returns, Every Period

1Y

Raymond JamesRJDI

+20.0%

past year

JEPQJ.P. Morgan

+7.6%

past year

RJDIJEPQFaded: behind in that period

2–0RJDI wins

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

RJDI vs JEPQ

YTD

Raymond JamesRJDI

+18.7%

JEPQJ.P. Morgan

+6.7%

+18.7%Year to date+6.7%

−7.1%Worst drop · 1Y−11.5%

12.0%Volatility · 1Y17.0%

1.0%Yield12.4%

$161MAssets$42.5B

3–1RJDI wins

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

Yields: RJDI, JEPQ, JEPI

1Y

12.37%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.37%$1,237

JEPI7.87%$787

RJDI1.01%$101

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$1,202most kept, JEPQ

JEPQ$1,237 − $35 = $1,202

JEPI$787 − $35 = $752

RJDI$101 − $63 = $38

KeptFee

End-of-day Nov 13, 2026 · yield in dollars minus the fee

Overlap: RJDI, JEPQ, JEPI

Today

28.4%most shared, JEPQ and JEPI

RJDIJEPQJEPI

RJDI—14.7%19.7%

JEPQ14.7%—28.4%

JEPI19.7%28.4%—

End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+20.0%RJDI, at 12.0% volatility

JEPIWorst drop−6.7%9.0% vol

RJDIWorst drop−7.1%12.0% vol

JEPQWorst drop−11.5%17.0% vol

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQRJDI

+6.7%Year to date+18.7%

12.4%Yield1.0%

+7.6%Past year+20.0%

0.35%Fee0.63%

2–2level

End-of-day Nov 13, 2026

Year to date

+11.5%

1.0%Yield1.0%

$186BAssets$807B

0–0level

End-of-day Nov 13, 2026

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RJDI, JEPQ and JEPI

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three

Yields: RJDI, JEPQ, JEPI