RFFC vs JEPI

ARFFC

BJEPI

Measures won2–4JEPI wins · of 6 · 5Y

$10,000 · 5Y$17,154RFFC · JEPI $14,448

Lowest cost0.35%JEPI · $35 on $10k

Most income7.93%JEPI · $793 on $10k

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

Held in common29.1%RFFC and JEPI

RFFC

JEPI

ALPS Active Equity Opportunity ETF · $30MJPMorgan Equity Premium Income ETF · $45.2B

+22.2%3 years · per year$18,256 · $13,679+11.0%

+11.4%5 years · per year$17,154 · $14,448+7.6%

0.48%Expense ratio$48 · $35 on $10k · lower wins0.35%

0.63%12-mo yield$63 · $793 on $10k7.93%

−9.2%Worst dropSmaller wins−6.7%

13.0%VolatilityLower wins9.0%

2–4JEPI wins

$10,000 · 5 yearsOne scale

Shared top holdingsRFFC · JEPI

6.3%MSFT2.0%

5.8%AAPL2.0%

3.8%AMZN1.9%

4.2%JNJ1.8%

Held in common29.1%

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

Both

5Y2 funds

#			Trend
1	ARFFC	ALPS Active Equity Opportunity ETFRead Desk		0.48%	0.63%	+2.3%	+14.2%	+17.3%	+22.2%	+11.4%	−9.2%	$30M
2	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

Both

5Y2 funds

#			Trend
1	ARFFC	ALPS Active Equity Opportunity ETFRead Desk		0.48%	0.63%	+2.3%	+14.2%	+17.3%	+22.2%	+11.4%	−9.2%	$30M
2	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

RFFC vs JEPI

RFFC

ALPS Active Equity Opportunity

$17,154

JEPI

JPMorgan Equity Premium Income

$14,448

MeasureRFFCJEPI

Fee0.48%0.35%

Cost on $10k a year$48$35

Yield0.63%7.93%

5 years, per year+11.4%+7.6%

3 years, per year+22.2%+11.0%

Worst drop · 1Y−9.2%−6.7%

Volatility · 1Y13.0%9.0%

4–2measures won
JEPI first

29.1%

holdings shared

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

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

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

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: RFFC, JEPI

Today

29.1%most shared, RFFC and JEPI

RFFCJEPI

RFFC—29.1%

JEPI29.1%—

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

RFFC$63 − $48 = $15

KeptFee

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