Compare · 3 funds side by side · dividends reinvested

RSPE, JEPQ and JEPI

RSPEInvesco×JEPQJ.P. Morgan×JEPIJ.P. Morgan×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$14,322JEPI · best of the three

02 / 04

RSPE, JEPQ 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%1.39%+19.2%+23.3%+21.7%[…]−8.9%12.4%$76M1.7

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.96%+7.0%+9.8%+12.4%+7.4%−6.7%7.9%$46.0B1.9

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.28%+7.5%+8.6%+20.4%[…]−8.8%15.5%$41.8B2.1

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

End-of-day Nov 3, 2026 · returns include dividends · since: RSPE 2021 · JEPQ 2022 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

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

RSPE

JEPQ

JPMorgan Nasdaq Equity Premium Income ETF · $41.8B[…]

$10,000 five years ago, dividends reinvested · they hold 12.5% in common

RSPEMeasureJEPQ

+19.2%Year to dateJan 1 → Nov 3+7.5%

+23.3%1 yearTotal return+8.6%

+21.7%3 years · per year$10,000 became $18,017 · $17,450+20.4%

[…]5 years · per year[…]

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

1.39%Trailing 12-mo yield$139 · $1,228 a year on $10k12.28%

−8.9%Worst dropSmaller is better−8.8%

12.4%VolatilityLower is calmer15.5%

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

5–2RSPE wins

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

More Ways to See the Pairs

RSPE vs JEPQ: Top 5 Holdings

Today

RSPE

4.1%in top 5

JEPQ

in top 527.5%

RSPEStockJEPQ

not top 5NVDA6.9%

not top 5AAPL6.9%

not top 5MSFT5.5%

not top 5GOOG4.1%

not top 5MU4.1%

1.1%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 common12.5%

End-of-day Nov 3, 2026 · share of each fund

RSPE vs JEPQ Returns, Every Period

InvescoRSPE

+23.3%

past year

JEPQJ.P. Morgan

+8.6%

past year

RSPEJEPQFaded: behind in that period

3–0RSPE wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

Core vs Income: RSPE vs JEPQ

YTD

InvescoRSPE

+19.2%

JEPQJ.P. Morgan

+7.5%

+19.2%Year to date+7.5%

−8.9%Worst drop · 1Y−8.8%

12.4%Volatility · 1Y15.5%

1.4%Yield12.3%

$75.6MAssets$41.8B

2–2level

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: RSPE, JEPQ, JEPI

Today

0.20%lowest, RSPE

FundExpense ratioFee$10k

RSPE0.20%$20

JEPQ0.35%$35

JEPI0.35%$35

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: RSPE, JEPQ, JEPI

12.28%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.28%$1,228

JEPI7.96%$796

RSPE1.39%$139

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$1,193most kept, JEPQ

JEPQ$1,228 − $35 = $1,193

JEPI$796 − $35 = $761

RSPE$139 − $20 = $119

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: RSPE, JEPQ, JEPI

Today

26.6%most shared, JEPQ and JEPI

RSPEJEPQJEPI

RSPE—12.5%20.3%

JEPQ12.5%—26.6%

JEPI20.3%26.6%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+23.3%RSPE, at 12.4% volatility

JEPIWorst drop−6.7%7.9% vol

RSPEWorst drop−8.9%12.4% vol

JEPQWorst drop−8.8%15.5% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQRSPE

+7.5%Year to date+19.2%

12.3%Yield1.4%

+8.6%Past year+23.3%

0.35%Fee0.20%

3–1RSPE wins

End-of-day Nov 3, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026