Compare · 2 funds side by side · dividends reinvested

RTAI and JEPQ

RTAIRareview×JEPQJ.P. Morgan×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$9,209RTAI · best of the two

02 / 04

RTAI and JEPQ, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.17%+8.5%+9.3%+20.3%[…]−8.8%15.5%$42.1B1.1

Rareview Tax Advantaged Income ETFIncome · Premium income5.24%5.20%−2.5%−2.4%+9.6%−1.6%−13.9%9.0%$16M1.8

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: RTAI 2020 · JEPQ 2022

Head to Head

Swap sides Versus in desk

Head to Head

Rareview Tax Advantaged Income ETF · $16M$9,209

RTAI

JEPQ

JPMorgan Nasdaq Equity Premium Income ETF · $42.1B[…]

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

RTAIMeasureJEPQ

−2.5%Year to dateJan 1 → Nov 5+8.5%

−2.4%1 yearTotal return+9.3%

+9.6%3 years · per year$10,000 became $13,182 · $17,406+20.3%

−1.6%5 years · per year$10,000 became $9,209 · […][…]

5.24%Expense ratio$524 · $35 a year on $10k · lower is better0.35%

5.20%Trailing 12-mo yield$520 · $1,217 a year on $10k12.17%

−13.9%Worst dropSmaller is better−8.8%

9.0%VolatilityLower is calmer15.5%

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

1–6JEPQ wins

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

More Ways to See the Pairs

RTAI vs JEPQ: Top 5 Holdings

Today

RTAI

67.5%in top 5

JEPQ

in top 528.3%

RTAIStockJEPQ

17.2%MHDnot top 5

13.4%MYInot top 5

13.3%MQYnot top 5

12.7%NBHnot top 5

10.9%PMLnot top 5

not top 5AAPL7.1%

not top 5NVDA6.8%

not top 5MSFT6.0%

not top 5GOOG4.2%

not top 5AMZN4.2%

Held in common0.0%

End-of-day Nov 5, 2026 · share of each fund

RTAI vs JEPQ Returns, Every Period

RareviewRTAI

−2.4%

past year

JEPQJ.P. Morgan

+9.3%

past year

RTAIJEPQFaded: behind in that period

0–3JEPQ wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

RTAI vs JEPQ

YTD

RareviewRTAI

−2.5%

JEPQJ.P. Morgan

+8.5%

−2.5%Year to date+8.5%

−13.9%Worst drop · 1Y−8.8%

9.0%Volatility · 1Y15.5%

5.2%Yield12.2%

$16.2MAssets$42.1B

3–1JEPQ wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: RTAI, JEPQ

Today

0.35%lowest, JEPQ

FundExpense ratioFee$10k

JEPQ0.35%$35

RTAI5.24%$524

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: RTAI, JEPQ

12.17%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.17%$1,217

RTAI5.20%$520

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$1,182most kept, JEPQ

JEPQ$1,217 − $35 = $1,182

RTAI$520 − $524 = −$4

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: RTAI, JEPQ

Today

0.0%most shared, RTAI and JEPQ

RTAIJEPQ

RTAI—0.0%

JEPQ0.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+9.3%JEPQ, at 15.5% volatility

RTAIWorst drop−13.9%9.0% vol

JEPQWorst drop−8.8%15.5% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQRTAI

+8.5%Year to date−2.5%

12.2%Yield5.2%

+9.3%Past year−2.4%

0.35%Fee5.24%

4–0JEPQ wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026