RECS vs JEPI

ARECS

BJEPI

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,792RECS · JEPI $14,108

Lowest cost0.15%RECS · $15 on $10k

Most income8.09%JEPI · $809 on $10k

Smallest drop−6.7%JEPI · worst fall in 1Y

Held in common18.9%RECS and JEPI

RECS

JEPI

Columbia Research Enhanced Core ETF · $6.1BJPMorgan Equity Premium Income ETF · $46.1B

+22.4%3 years · per year$18,344 · $13,674+11.0%

+12.2%5 years · per year$17,792 · $14,108+7.1%

0.15%Expense ratio$15 · $35 on $10k · lower wins0.35%

1.04%12-mo yield$104 · $809 on $10k8.09%

−8.8%Worst dropSmaller wins−6.7%

12.5%VolatilityLower wins8.8%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsRECS · JEPI

2.8%MA2.0%

12.5%AAPL1.9%

4.2%META1.7%

10.9%NVDA1.7%

Held in common18.9%

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
1	ARECS	Columbia Research Enhanced Core ETFRead Desk		0.15%	1.04%	−3.8%	+7.1%	+9.2%	+22.4%	+12.2%	−8.8%	$6.1B
2	BJEPI	JPMorgan Equity Premium Income ETFRead Desk		0.35%	8.09%	−3.3%	+5.2%	+8.3%	+11.0%	+7.1%	−6.7%	$46.1B

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
1	ARECS	Columbia Research Enhanced Core ETFRead Desk		0.15%	1.04%	−3.8%	+7.1%	+9.2%	+22.4%	+12.2%	−8.8%	$6.1B
2	BJEPI	JPMorgan Equity Premium Income ETFRead Desk		0.35%	8.09%	−3.3%	+5.2%	+8.3%	+11.0%	+7.1%	−6.7%	$46.1B

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

RECS vs JEPI

RECS

Columbia Research Enhanced Core

$17,792

JEPI

JPMorgan Equity Premium Income

$14,108

MeasureRECSJEPI

Fee0.15%0.35%

Cost on $10k a year$15$35

Yield1.04%8.09%

5 years, per year+12.2%+7.1%

3 years, per year+22.4%+11.0%

Worst drop · 1Y−8.8%−6.7%

Volatility · 1Y12.5%8.8%

3–3measures won
level

18.9%

holdings shared

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

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

Overlap: RECS, JEPI

Today

18.9%most shared, RECS and JEPI

RECSJEPI

RECS—18.9%

JEPI18.9%—

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

Income After Fees on $10,000

$774most kept, JEPI

JEPI$809 − $35 = $774

RECS$104 − $15 = $89

KeptFee

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