PRF vs JEPQ

APRF

BJEPQ

Measures won4–1PRF wins · of 6 · 5Y

$10,000 · 5Y$18,909PRF

Lowest cost0.34%PRF · $34 on $10k

Most income12.17%JEPQ · $1,217 on $10k

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

Held in common27.1%PRF and JEPQ

PRF

JEPQ

Invesco RAFI US 1000 ETF · $10.1BJPMorgan Nasdaq Equity Premium Income ETF · $42.1B

+25.0%3 years · per year$19,531 · $17,406+20.3%

+13.6%5 years · per year$18,909 · […][…]

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

1.30%12-mo yield$130 · $1,217 on $10k12.17%

−6.6%Worst dropSmaller wins−8.8%

10.5%VolatilityLower wins15.5%

4–1PRF wins

$10,000 · 5 yearsOne scale

Shared top holdingsPRF · JEPQ

4.6%AAPL6.8%

3.2%MSFT5.6%

2.3%AMZN4.0%

1.8%META2.7%

Held in common27.1%

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	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk		0.35%	12.17%	+0.9%	+8.5%	+9.3%	+20.3%	new	−8.8%	$42.1B

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	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk		0.35%	12.17%	+0.9%	+8.5%	+9.3%	+20.3%	new	−8.8%	$42.1B

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 JEPQ

PRF

Invesco RAFI US 1000

$18,909

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasurePRFJEPQ

Fee0.34%0.35%

Cost on $10k a year$34$35

Yield1.30%12.17%

5 years, per year+13.6%[…]

3 years, per year+25.0%+20.3%

Worst drop · 1Y−6.6%−8.8%

Volatility · 1Y10.5%15.5%

4–1measures won
PRF first

27.1%

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, JEPQ

Today

27.1%most shared, PRF and JEPQ

PRFJEPQ

PRF—27.1%

JEPQ27.1%—

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

Income After Fees on $10,000

$1,182most kept, JEPQ

JEPQ$1,217 − $35 = $1,182

PRF$130 − $34 = $96

KeptFee

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