RFFC vs JEPQ

ARFFC

BJEPQ

Measures won3–2RFFC wins · of 6 · 5Y

$10,000 · 5Y$17,154RFFC

Lowest cost0.35%JEPQ · $35 on $10k

Most income12.39%JEPQ · $1,239 on $10k

Smallest drop−9.2%RFFC · worst fall in 1Y

Held in common31.6%RFFC and JEPQ

RFFC

JEPQ

ALPS Active Equity Opportunity ETF · $30MJPMorgan Nasdaq Equity Premium Income ETF · $40.7B

+22.2%3 years · per year$18,256 · $16,495+18.2%

+11.4%5 years · per year$17,154 · […][…]

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

0.63%12-mo yield$63 · $1,239 on $10k12.39%

−9.2%Worst dropSmaller wins−11.5%

13.0%VolatilityLower wins16.9%

3–2RFFC wins

$10,000 · 5 yearsOne scale

Shared top holdingsRFFC · JEPQ

6.3%MSFT6.0%

5.8%AAPL7.3%

4.7%NVDA6.7%

3.8%AMZN4.3%

Held in common31.6%

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	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk		0.35%	12.39%	+3.2%	+6.6%	+9.2%	+18.2%	new	−11.5%	$40.7B

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	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk		0.35%	12.39%	+3.2%	+6.6%	+9.2%	+18.2%	new	−11.5%	$40.7B

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 JEPQ

RFFC

ALPS Active Equity Opportunity

$17,154

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureRFFCJEPQ

Fee0.48%0.35%

Cost on $10k a year$48$35

Yield0.63%12.39%

5 years, per year+11.4%[…]

3 years, per year+22.2%+18.2%

Worst drop · 1Y−9.2%−11.5%

Volatility · 1Y13.0%16.9%

3–2measures won
RFFC first

31.6%

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, JEPQ

Today

31.6%most shared, RFFC and JEPQ

RFFCJEPQ

RFFC—31.6%

JEPQ31.6%—

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

Income After Fees on $10,000

$1,204most kept, JEPQ

JEPQ$1,239 − $35 = $1,204

RFFC$63 − $48 = $15

KeptFee

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