Compare · 2 funds side by side · dividends reinvested

RPG and JEPI

RPGInvesco×JEPIJ.P. Morgan×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,118JEPI · best of the two

02 / 04

RPG and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%8.09%+5.3%+8.2%+10.7%+7.1%−6.7%8.8%$45.2B1.3

Invesco S&P 500 Pure Growth ETFUS Stock Styles · Growth0.35%0.17%+6.5%+6.9%+19.4%+3.8%−23.8%28.2%$1.6B1.6

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: RPG 2006 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

Invesco S&P 500 Pure Growth ETF · $1.6B$12,060

RPG

JEPI

JPMorgan Equity Premium Income ETF · $45.2B$14,118

$10,000 five years ago, dividends reinvested · they hold 16.4% in common

RPGMeasureJEPI

+6.5%Year to dateJan 1 → Nov 6+5.3%

+6.9%1 yearTotal return+8.2%

+19.4%3 years · per year$10,000 became $17,041 · $13,562+10.7%

+3.8%5 years · per year$10,000 became $12,060 · $14,118+7.1%

0.35%Expense ratio$35 · $35 a year on $10k · lower is better0.35%

0.17%Trailing 12-mo yield$17 · $809 a year on $10k8.09%

−23.8%Worst dropSmaller is better−6.7%

28.2%VolatilityLower is calmer8.8%

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

2–5JEPI wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

RPG vs JEPI: Top 5 Holdings

Today

RPG

15.8%in top 5

JEPI

in top 59.9%

RPGStockJEPI

4.6%SNDKnot top 5

3.1%CRWDnot top 5

3.0%MUnot top 5

2.7%BRK-Bnot top 5

2.3%LLYnot top 5

not top 5MA2.1%

not top 5MSFT2.0%

not top 5AAPL2.0%

not top 5MMM1.9%

not top 5NEE1.9%

Held in common16.4%

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

RPG vs JEPI Returns, Every Period

InvescoRPG

+3.8%

5 years, per year

JEPIJ.P. Morgan

+7.1%

5 years, per year

RPGJEPIFaded: behind in that period

2–2Level

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

Stocks vs Income: RPG vs JEPI

YTD

InvescoRPG

+6.5%

JEPIJ.P. Morgan

+5.3%

+6.5%Year to date+5.3%

−23.8%Worst drop · 1Y−6.7%

28.2%Volatility · 1Y8.8%

0.2%Yield8.1%

$1.6BAssets$45.2B

3–1JEPI wins

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

Cost, Income and Risk

Fees: RPG, JEPI

Today

0.35%lowest, RPG

FundExpense ratioFee$10k

RPG0.35%$35

JEPI0.35%$35

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

Yields: RPG, JEPI

8.09%highest, JEPI

FundTrailing yieldYield$10k

JEPI8.09%$809

RPG0.17%$17

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$774most kept, JEPI

JEPI$809 − $35 = $774

RPG$17 − $35 = −$18

KeptFee

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

Overlap: RPG, JEPI

Today

16.4%most shared, RPG and JEPI

RPGJEPI

RPG—16.4%

JEPI16.4%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+8.2%JEPI, at 8.8% volatility

JEPIWorst drop−6.7%8.8% vol

RPGWorst drop−23.8%28.2% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

JEPIRPG

+5.3%Year to date+6.5%

8.1%Yield0.2%

+8.2%Past year+6.9%

0.35%Fee0.35%

2–1JEPI wins

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