RECS vs JEPI

ARECS

BJEPI

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$18,097RECS · SCHD $16,459

Lowest cost0.06%SCHD · $6 on $10k

Most income7.93%JEPI · $793 on $10k

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

Held in common19.0%RECS and JEPI

RECS

JEPI

Columbia Research Enhanced Core ETF · $6.0BJPMorgan Equity Premium Income ETF · $45.2B

+22.2%3 years · per year$18,237 · $13,679+11.0%

+12.6%5 years · per year$18,097 · $14,448+7.6%

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

1.02%12-mo yield$102 · $793 on $10k7.93%

−8.8%Worst dropSmaller wins−6.7%

12.6%VolatilityLower wins9.0%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsRECS · JEPI

2.8%MA2.0%

12.8%AAPL2.0%

10.6%NVDA1.7%

4.2%META1.7%

Held in common19.0%

End-of-day Nov 9, 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	ARECS	Columbia Research Enhanced Core ETFRead Desk	0.15%	1.02%	+1.8%	+9.2%	+12.0%	+22.2%	+12.6%	−8.8%	$6.0B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$121.7B
3	BJEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.93%	+2.1%	+7.5%	+10.9%	+11.0%	+7.6%	−6.7%	$45.2B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	ARECS	Columbia Research Enhanced Core ETFRead Desk	0.15%	1.02%	+1.8%	+9.2%	+12.0%	+22.2%	+12.6%	−8.8%	$6.0B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$121.7B
3	BJEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.93%	+2.1%	+7.5%	+10.9%	+11.0%	+7.6%	−6.7%	$45.2B

End-of-day Nov 9, 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

$18,097

JEPI

JPMorgan Equity Premium Income

$14,448

MeasureRECSJEPI

Fee0.15%0.35%

Cost on $10k a year$15$35

Yield1.02%7.93%

5 years, per year+12.6%+7.6%

3 years, per year+22.2%+11.0%

Worst drop · 1Y−8.8%−6.7%

Volatility · 1Y12.6%9.0%

3–3measures won
level

19.0%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

Overlap: RECS, JEPI, SCHD

Today

19.0%most shared, RECS and JEPI

RECSJEPISCHD

RECS—19.0%8.4%

JEPI19.0%—8.4%

SCHD8.4%8.4%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$758most kept, JEPI

JEPI$793 − $35 = $758

SCHD$296 − $6 = $290

RECS$102 − $15 = $87

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee