Compare · 2 funds side by side · dividends reinvested

RSPE and JEPI

RSPEInvesco×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

RSPE and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Invesco ESG S&P 500 Equal Weight ETFLow-Cost Core · S&P 5000.20%1.36%+22.2%+26.9%+22.2%[…]−8.9%12.7%$76M1.4

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.83%+8.8%+11.9%+12.6%+7.9%−6.7%8.1%$46.0B1.5

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: RSPE 2021 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

Invesco ESG S&P 500 Equal Weight ETF · $76M[…]

RSPE

JEPI

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

$10,000 five years ago, dividends reinvested · they hold 20.4% in common

RSPEMeasureJEPI

+22.2%Year to dateJan 1 → Nov 4+8.8%

+26.9%1 yearTotal return+11.9%

+22.2%3 years · per year$10,000 became $18,263 · $14,269+12.6%

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

0.20%Expense ratio$20 · $35 a year on $10k · lower is better0.35%

1.36%Trailing 12-mo yield$136 · $783 a year on $10k7.83%

−8.9%Worst dropSmaller is better−6.7%

12.7%VolatilityLower is calmer8.1%

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

4–3RSPE wins

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

More Ways to See the Pairs

RSPE vs JEPI: Top 5 Holdings

Today

RSPE

4.1%in top 5

JEPI

in top 59.5%

RSPEStockJEPI

not top 5MA2.0%

not top 5MSFT1.9%

not top 5V1.9%

not top 5AAPL1.9%

not top 5NEE1.8%

1.0%KMBnot top 5

0.9%MRNAnot top 5

0.8%ACNnot top 5

0.7%HASnot top 5

0.7%CCLnot top 5

Held in common20.4%

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

RSPE vs JEPI Returns, Every Period

InvescoRSPE

+26.9%

past year

JEPIJ.P. Morgan

+11.9%

past year

RSPEJEPIFaded: behind in that period

3–0RSPE wins

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

Core vs Income: RSPE vs JEPI

YTD

InvescoRSPE

+22.2%

JEPIJ.P. Morgan

+8.8%

+22.2%Year to date+8.8%

−8.9%Worst drop · 1Y−6.7%

12.7%Volatility · 1Y8.1%

1.4%Yield7.8%

$75.6MAssets$46.0B

3–1JEPI wins

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

Cost, Income and Risk

Fees: RSPE, JEPI

Today

0.20%lowest, RSPE

FundExpense ratioFee$10k

RSPE0.20%$20

JEPI0.35%$35

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

Yields: RSPE, JEPI

7.83%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.83%$783

RSPE1.36%$136

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

Income After Fees on $10,000

$748most kept, JEPI

JEPI$783 − $35 = $748

RSPE$136 − $20 = $116

KeptFee

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

Overlap: RSPE, JEPI

Today

20.4%most shared, RSPE and JEPI

RSPEJEPI

RSPE—20.4%

JEPI20.4%—

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

Return vs Bumpiness: 2 ETFs

+26.9%RSPE, at 12.7% volatility

JEPIWorst drop−6.7%8.1% vol

RSPEWorst drop−8.9%12.7% vol

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

Paid More vs Made More

YTD

JEPIRSPE

+8.8%Year to date+22.2%

7.8%Yield1.4%

+11.9%Past year+26.9%

0.35%Fee0.20%

3–1RSPE wins

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