REIT vs JEPQ

AREIT

BJEPQ

Measures won1–3JEPQ wins · of 6 · 5Y

$10,000 · 5Y$11,891REIT

Lowest cost0.35%JEPQ · $35 on $10k

Most income12.24%JEPQ · $1,224 on $10k

Smallest drop−11.5%REIT · worst fall in 1Y

Held in common0.2%REIT and JEPQ

REIT

JEPQ

ALPS Active REIT ETF · $58MJPMorgan Nasdaq Equity Premium Income ETF · $41.8B

+13.6%3 years · per year$14,665 · $16,406+17.9%

+3.5%5 years · per year$11,891 · […][…]

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

2.91%12-mo yield$291 · $1,224 on $10k12.24%

−11.5%

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

Both

5Y2 funds

#			Trend
1	AREIT	ALPS Active REIT ETFRead Desk		0.68%	2.91%	−0.6%	+16.8%	+14.7%	+13.6%	+3.5%	−11.5%	$58M
2	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk		0.35%	12.24%	−0.3%	+7.8%	+8.8%	+17.9%	new	−11.5%	$41.8B

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

Both

5Y2 funds

#			Trend
1	AREIT	ALPS Active REIT ETFRead Desk		0.68%	2.91%	−0.6%	+16.8%	+14.7%	+13.6%	+3.5%	−11.5%	$58M
2	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk		0.35%	12.24%	−0.3%	+7.8%	+8.8%	+17.9%	new	−11.5%	$41.8B

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 vs JEPQ

REIT

ALPS Active REIT

$11,891

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureREITJEPQ

Fee0.68%0.35%

Cost on $10k a year$68$35

Yield2.91%12.24%

5 years, per year+3.5%[…]

3 years, per year+13.6%+17.9%

Worst drop · 1Y−11.5%−11.5%

Volatility · 1Y13.8%

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REIT vs JEPQ

Both

Both

$10,000 in REIT, JEPQ

Overlap: REIT, JEPQ

REIT vs JEPQ

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Overlap: REIT, JEPQ

Income After Fees on $10,000