RFDA vs JEPI

ARFDA

BJEPI

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,753RFDA · JEPI $14,118

Lowest cost0.35%JEPI · $35 on $10k

Most income8.09%JEPI · $809 on $10k

Smallest drop−5.4%RFDA · worst fall in 1Y

Held in common20.3%RFDA and JEPI

RFDA

JEPI

ALPS Dynamic US Dividend Advantage ETF · $76MJPMorgan Equity Premium Income ETF · $45.2B

+20.9%3 years · per year$17,691 · $13,562+10.7%

+12.2%5 years · per year$17,753 · $14,118+7.1%

0.52%Expense ratio$52 · $35 on $10k · lower wins0.35%

2.04%12-mo yield$204 · $809 on $10k8.09%

−5.4%Worst dropSmaller wins−6.7%

11.2%VolatilityLower wins8.8%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsRFDA · JEPI

2.8%MSFT2.0%

2.1%AAPL2.0%

3.4%JNJ1.8%

2.7%NVDA1.6%

Held in common20.3%

End-of-day Nov 6, 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	ARFDA	ALPS Dynamic US Dividend Advantage ETFRead Desk		0.52%	2.04%	−0.3%	+13.3%	+14.7%	+20.9%	+12.2%	−5.4%	$76M
2	BJEPI	JPMorgan Equity Premium Income ETFRead Desk		0.35%	8.09%	+0.1%	+5.3%	+8.2%	+10.7%	+7.1%	−6.7%	$45.2B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	ARFDA	ALPS Dynamic US Dividend Advantage ETFRead Desk		0.52%	2.04%	−0.3%	+13.3%	+14.7%	+20.9%	+12.2%	−5.4%	$76M
2	BJEPI	JPMorgan Equity Premium Income ETFRead Desk		0.35%	8.09%	+0.1%	+5.3%	+8.2%	+10.7%	+7.1%	−6.7%	$45.2B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

RFDA vs JEPI

RFDA

ALPS Dynamic US Dividend Advantage

$17,753

JEPI

JPMorgan Equity Premium Income

$14,118

MeasureRFDAJEPI

Fee0.52%0.35%

Cost on $10k a year$52$35

Yield2.04%8.09%

5 years, per year+12.2%+7.1%

3 years, per year+20.9%+10.7%

Worst drop · 1Y−5.4%−6.7%

Volatility · 1Y11.2%8.8%

3–3measures won
level

20.3%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: RFDA, JEPI

Today

20.3%most shared, RFDA and JEPI

RFDAJEPI

RFDA—20.3%

JEPI20.3%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$774most kept, JEPI

JEPI$809 − $35 = $774

RFDA$204 − $52 = $152

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee