JPRF vs QTPI

AJPRF

BQTPI

Measures won0–2QTPI wins · of 6 · 5Y

$10,000 · 5Y[…]no history on file

Lowest cost0.60%QTPI · $60 on $10k

Most income4.46%QTPI · $446 on $10k

Smallest drop−2.8%QTPI · worst fall in 1Y

Held in common2.4%JPRF and QTPI

JPRF

QTPI

JPMorgan Preferred and Income Securities ETF · $2.2BExchange Place Advisors Trust - North Square RCIM Tax-Advantaged Preferred and Income Securities ETF · $77M

[…]3 years · per year[…]

[…]5 years · per year[…]

0.61%Expense ratio$61 · $60 on $10k · lower wins0.60%

1.93%12-mo yield$193 · $446 on $10k4.46%

[…]Worst dropSmaller wins−2.8%

[…]VolatilityLower wins4.9%

0–2QTPI wins

$10,000 · 5 yearsOne scale

No price history on file for these funds yet […]

Shared top holdingsJPRF · QTPI

1.1%MS-PO2.0%

0.6%MS-PP1.5%

0.2%USB-PR1.8%

0.2%BAC-PO1.0%

Held in common2.4%

End-of-day Nov 5, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend						3Y/yr	5Y/yr
1	AJPRF	JPMorgan Preferred and Income Securities ETFRead Desk		0.61%	1.93%	−0.3%	new	new	new	new	[…]	$2.2B
2	BQTPI	Exchange Place Advisors Trust - North Square RCIM Tax-Advantaged Preferred and Income Securities ETFRead Desk		0.60%	4.46%	−0.9%	−0.6%	+0.6%	new	new	−2.8%	$77M

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend						3Y/yr	5Y/yr
1	AJPRF	JPMorgan Preferred and Income Securities ETFRead Desk		0.61%	1.93%	−0.3%	new	new	new	new	[…]	$2.2B
2	BQTPI	Exchange Place Advisors Trust - North Square RCIM Tax-Advantaged Preferred and Income Securities ETFRead Desk		0.60%	4.46%	−0.9%	−0.6%	+0.6%	new	new	−2.8%	$77M

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

JPRF vs QTPI

JPRF

JPMorgan Preferred and Income Securities

[…]

QTPI

Exchange Place Advisors Trust - North Square RCIM Tax-Advantaged Preferred and Income Securities

[…]

MeasureJPRFQTPI

Fee0.61%0.60%

Cost on $10k a year$61$60

Yield1.93%4.46%

5 years, per year[…][…]

3 years, per year[…][…]

Worst drop · 1Y[…]−2.8%

Volatility · 1Y[…]4.9%

2–0measures won
QTPI first

2.4%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

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

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

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

Overlap: JPRF, QTPI

Today

2.4%most shared, JPRF and QTPI

JPRFQTPI

JPRF—2.4%

QTPI2.4%—

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

Income After Fees on $10,000

$386most kept, QTPI

QTPI$446 − $60 = $386

JPRF$193 − $61 = $132

KeptFee

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