REIT vs JEPI

AREIT

BJEPI

Measures won1–5JEPI wins · of 6 · 5Y

$10,000 · 5Y$14,510JEPI · REIT $11,891

Lowest cost0.35%JEPI · $35 on $10k

Most income7.86%JEPI · $786 on $10k

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

Held in common1.0%REIT and JEPI

ALPS Active REIT ETF · $58MJPMorgan Equity Premium Income ETF · $46.8B

+13.6%3 years · per year$14,665 · $13,724+11.1%

+3.5%5 years · per year$11,891 · $14,510+7.7%

0.68%Expense ratio$68 · $35 on $10k · lower wins0.35%

2.91%12-mo yield$291 · $786 on $10k7.86%

End-of-day Nov 12, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

5Y2 funds

#			Trend
1	BJEPI	JPMorgan Equity Premium Income ETFRead Desk		0.35%	7.86%	−0.3%	+8.3%	+10.1%	+11.1%	+7.7%	−6.7%	$46.8B
2	AREIT	ALPS Active REIT ETFRead Desk		0.68%	2.91%	−0.6%	+16.8%	+14.7%	+13.6%	+3.5%	−11.5%	$58M

End-of-day Nov 12, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

5Y2 funds

#			Trend
1	BJEPI	JPMorgan Equity Premium Income ETFRead Desk		0.35%	7.86%	−0.3%	+8.3%	+10.1%	+11.1%	+7.7%	−6.7%	$46.8B
2	AREIT	ALPS Active REIT ETFRead Desk		0.68%	2.91%	−0.6%	+16.8%	+14.7%	+13.6%	+3.5%	−11.5%	$58M

End-of-day Nov 12, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

REIT

ALPS Active REIT

$11,891

JEPI

JPMorgan Equity Premium Income

$14,510

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