JPRF vs QTPI

AJPRF

BQTPI

Measures won0–2QTPI wins · of 6 · 5Y

$10,000 · 5Y$16,428SCHD

Lowest cost0.06%SCHD · $6 on $10k

Most income4.43%QTPI · $443 on $10k

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

Held in common2.5%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 · $443 on $10k4.43%

[…]Worst dropSmaller wins−2.8%

[…]VolatilityLower wins4.9%

0–2QTPI wins

$10,000 · 5 yearsAll three, one scale

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 common2.5%

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

All Three

5Y3 funds

#
1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.94%	+1.0%	+33.8%	+38.8%	+19.5%	+10.4%	−6.9%	$121.7B
2	AJPRF	JPMorgan Preferred and Income Securities ETFRead Desk	0.61%	1.93%	−0.6%	new	new	new	new	[…]	$2.2B
3	BQTPI	Exchange Place Advisors Trust - North Square RCIM Tax-Advantaged Preferred and Income Securities ETFRead Desk	0.60%	4.43%	−0.6%	0.0%	+0.8%	new	new	−2.8%	$77M

End-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.94%	+1.0%	+33.8%	+38.8%	+19.5%	+10.4%	−6.9%	$121.7B
2	AJPRF	JPMorgan Preferred and Income Securities ETFRead Desk	0.61%	1.93%	−0.6%	new	new	new	new	[…]	$2.2B
3	BQTPI	Exchange Place Advisors Trust - North Square RCIM Tax-Advantaged Preferred and Income Securities ETFRead Desk	0.60%	4.43%	−0.6%	0.0%	+0.8%	new	new	−2.8%	$77M

End-of-day Nov 10, 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%4.43%

5 years, per year[…][…]

3 years, per year[…][…]

Worst drop · 1Y[…]−2.8%

Volatility · 1Y[…]4.9%

2–0measures won
QTPI first

2.5%

holdings shared

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

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

+33.8%Year to date+15.1%

2.9%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

+6.0%Year to date+7.6%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 10, 2026

SPYM vs SPY

YTD

SPDRSPYM

+10.9%

SPYSPDR

+10.8%

+10.9%Year to date+10.8%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 10, 2026

Overlap: JPRF, QTPI, SCHD

Today

2.5%most shared, JPRF and QTPI

JPRFQTPISCHD

JPRF—2.5%0.0%

QTPI2.5%—0.0%

SCHD0.0%0.0%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$383most kept, QTPI

QTPI$443 − $60 = $383

SCHD$294 − $6 = $288

JPRF$193 − $61 = $132

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee