PRF vs JEPI

APRF

BJEPI

Measures won4–2PRF wins · of 6 · 5Y

$10,000 · 5Y$18,909PRF · JEPI $14,635

Lowest cost0.34%PRF · $34 on $10k

Most income7.83%JEPI · $783 on $10k

Smallest drop−6.6%PRF · worst fall in 1Y

Held in common34.0%PRF and JEPI

PRF

JEPI

Invesco RAFI US 1000 ETF · $10.1BJPMorgan Equity Premium Income ETF · $46.1B

+25.0%3 years · per year$19,531 · $14,269+12.6%

+13.6%5 years · per year$18,909 · $14,635+7.9%

0.34%Expense ratio$34 · $35 on $10k · lower wins0.35%

1.30%12-mo yield$130 · $783 on $10k7.83%

−6.6%Worst dropSmaller wins−6.7%

10.5%VolatilityLower wins8.1%

4–2PRF wins

$10,000 · 5 yearsOne scale

Shared top holdingsPRF · JEPI

3.2%MSFT1.9%

4.6%AAPL1.9%

2.3%AMZN1.8%

2.7%GOOGL1.7%

Held in common34.0%

End-of-day Nov 4, 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
1	APRF	Invesco RAFI US 1000 ETFRead Desk		0.34%	1.30%	+2.0%	+22.9%	+26.8%	+25.0%	+13.6%	−6.6%	$10.1B
2	BJEPI	JPMorgan Equity Premium Income ETFRead Desk		0.35%	7.83%	+1.7%	+8.8%	+11.9%	+12.6%	+7.9%	−6.7%	$46.1B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	APRF	Invesco RAFI US 1000 ETFRead Desk		0.34%	1.30%	+2.0%	+22.9%	+26.8%	+25.0%	+13.6%	−6.6%	$10.1B
2	BJEPI	JPMorgan Equity Premium Income ETFRead Desk		0.35%	7.83%	+1.7%	+8.8%	+11.9%	+12.6%	+7.9%	−6.7%	$46.1B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

PRF vs JEPI

PRF

Invesco RAFI US 1000

$18,909

JEPI

JPMorgan Equity Premium Income

$14,635

MeasurePRFJEPI

Fee0.34%0.35%

Cost on $10k a year$34$35

Yield1.30%7.83%

5 years, per year+13.6%+7.9%

3 years, per year+25.0%+12.6%

Worst drop · 1Y−6.6%−6.7%

Volatility · 1Y10.5%8.1%

4–2measures won
PRF first

34.0%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: PRF, JEPI

Today

34.0%most shared, PRF and JEPI

PRFJEPI

PRF—34.0%

JEPI34.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$748most kept, JEPI

JEPI$783 − $35 = $748

PRF$130 − $34 = $96

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee