Compare · 3 funds side by side · dividends reinvested

RPG, JEPQ and JEPI

RPGInvesco×JEPQJ.P. Morgan×JEPIJ.P. Morgan×

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

02 / 04

RPG, JEPQ 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%$45.2B1.5

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%$1.6B2.0

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.79%+3.2%+4.5%+17.4%[…]−11.5%16.7%$40.7B2.0

Rank among the three1st → 3rdFee, 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 · JEPQ 2022 · 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

JEPQ

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

$10,000 five years ago, dividends reinvested · they hold 19.9% in common

RPGMeasureJEPQ

+6.5%Year to dateJan 1 → Nov 6+3.2%

+6.9%1 yearTotal return+4.5%

+19.4%3 years · per year$10,000 became $17,041 · $16,202+17.4%

+3.8%5 years · per year$10,000 became $12,060 · […][…]

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

0.17%Trailing 12-mo yield$17 · $1,279 a year on $10k12.79%

−23.8%Worst dropSmaller is better−11.5%

28.2%VolatilityLower is calmer16.7%

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

3–3Level

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 JEPQ: Top 5 Holdings

Today

RPG

15.8%in top 5

JEPQ

in top 528.9%

RPGStockJEPQ

not top 5AAPL7.4%

not top 5NVDA6.6%

not top 5MSFT6.1%

4.6%SNDKnot top 5

not top 5GOOG4.4%

not top 5AMZN4.4%

3.1%CRWDnot top 5

3.0%MUnot top 5

2.7%BRK-Bnot top 5

2.3%LLYnot top 5

Held in common19.9%

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

RPG vs JEPQ Returns, Every Period

InvescoRPG

+6.9%

past year

JEPQJ.P. Morgan

+4.5%

past year

RPGJEPQFaded: behind in that period

3–0RPG wins

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

Stocks vs Income: RPG vs JEPQ

YTD

InvescoRPG

+6.5%

JEPQJ.P. Morgan

+3.2%

+6.5%Year to date+3.2%

−23.8%Worst drop · 1Y−11.5%

28.2%Volatility · 1Y16.7%

0.2%Yield12.8%

$1.6BAssets$40.7B

3–1JEPQ wins

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

Cost, Income and Risk

Fees: RPG, JEPQ, JEPI

Today

0.35%lowest, RPG

FundExpense ratioFee$10k

RPG0.35%$35

JEPQ0.35%$35

JEPI0.35%$35

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

Yields: RPG, JEPQ, JEPI

12.79%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.79%$1,279

JEPI8.09%$809

RPG0.17%$17

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

Income After Fees on $10,000

$1,244most kept, JEPQ

JEPQ$1,279 − $35 = $1,244

JEPI$809 − $35 = $774

RPG$17 − $35 = −$18

KeptFee

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

Overlap: RPG, JEPQ, JEPI

Today

26.8%most shared, JEPQ and JEPI

RPGJEPQJEPI

RPG—19.9%16.4%

JEPQ19.9%—26.8%

JEPI16.4%26.8%—

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

Return vs Bumpiness: 3 ETFs

+8.2%JEPI, at 8.8% volatility

JEPIWorst drop−6.7%8.8% vol

JEPQWorst drop−11.5%16.7% 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

JEPQRPG

+3.2%Year to date+6.5%

12.8%Yield0.2%

+4.5%Past year+6.9%

0.35%Fee0.35%

2–1RPG wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

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