Compare · 3 funds side by side · dividends reinvested

RSPH, JEPQ and JEPI

RSPHInvesco×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

RSPH, 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%$47.1B1.6

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.37%+6.7%+7.6%+17.4%[…]−11.5%17.0%$42.5B2.0

Invesco S&P 500 Equal Weight Health Care ETFUS Stock Styles · Equal weight0.40%0.54%+29.5%+31.6%+16.7%+6.8%−10.9%17.3%$1.0B2.1

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: RSPH 2006 · JEPQ 2022 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Invesco S&P 500 Equal Weight Health Care ETF · $1.0B$13,885

RSPH

JEPQ

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

$10,000 five years ago, dividends reinvested · they hold 4.1% in common

RSPH

More Ways to See the Pairs

RSPH vs JEPQ: Top 5 Holdings

Today

RSPH

10.3%in top 5

JEPQ

in top 527.3%

RSPHStockJEPQ

not top 5AAPL7.2%

not top 5NVDA5.9%

not top 5MSFT5.6%

not top 5GOOG4.3%

not top 5AMZN4.2%

Cost, Income and Risk

Fees: RSPH, JEPQ, JEPI

Today

0.35%lowest, JEPQ

FundExpense ratioFee$10k

JEPQ0.35%$35

JEPI0.35%$35

RSPH0.40%$40

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

+29.5%Year to dateJan 1 → Nov 13+6.7%

+31.6%1 yearTotal return+7.6%

+16.7%3 years · per year$10,000 became $15,909 · $16,188+17.4%

+6.8%5 years · per year$10,000 became $13,885 · […][…]

0.40%Expense ratio$40 · $35 a year on $10k · lower is better0.35%

0.54%Trailing 12-mo yield$54 · $1,237 a year on $10k12.37%

−10.9%Worst dropSmaller is better−11.5%

17.3%VolatilityLower is calmer17.0%

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

3–4JEPQ wins

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

2.5%MRNAnot top 5

2.0%IDXXnot top 5

2.0%MTDnot top 5

1.9%RVTYnot top 5

1.9%LLYnot top 5

Held in common4.1%

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

RSPH vs JEPQ Returns, Every Period

1Y

InvescoRSPH

+31.6%

past year

JEPQJ.P. Morgan

+7.6%

past year

RSPHJEPQFaded: behind in that period

2–1RSPH wins

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

Stocks vs Income: RSPH vs JEPQ

YTD

InvescoRSPH

+29.5%

JEPQJ.P. Morgan

+6.7%

+29.5%Year to date+6.7%

−10.9%Worst drop · 1Y−11.5%

17.3%Volatility · 1Y17.0%

0.5%Yield12.4%

$1.0BAssets$42.5B

2–2level

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

Yields: RSPH, JEPQ, JEPI

1Y

12.37%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.37%$1,237

JEPI7.87%$787

RSPH0.54%$54

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

RSPH$54 − $40 = $14

KeptFee

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

Overlap: RSPH, JEPQ, JEPI

Today

28.4%most shared, JEPQ and JEPI

RSPHJEPQJEPI

RSPH—4.1%11.2%

JEPQ4.1%—28.4%

JEPI11.2%28.4%—

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

Return vs Bumpiness: 3 ETFs

1Y

+31.6%RSPH, at 17.3% volatility

JEPIWorst drop−6.7%9.0% vol

JEPQWorst drop−11.5%17.0% vol

RSPHWorst drop−10.9%17.3% vol

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

Paid More vs Made More

YTD

JEPQRSPH

+6.7%Year to date+29.5%

12.4%Yield0.5%

+7.6%Past year+31.6%

0.35%Fee0.40%

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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RSPH, JEPQ and JEPI

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three

Yields: RSPH, JEPQ, JEPI