RFFC vs JEPQ

ARFFC

BJEPQ

Measures won3–2RFFC wins · of 6 · 5Y

$10,000 · 5Y$17,037RFFC · SCHD $16,418

Lowest cost0.06%SCHD · $6 on $10k

Most income12.20%JEPQ · $1,220 on $10k

Smallest drop−6.9%SCHD · worst fall in 1Y

Held in common31.1%RFFC and JEPQ

ALPS Active Equity Opportunity ETF · $30MJPMorgan Nasdaq Equity Premium Income ETF · $41.8B

+22.0%3 years · per year$18,152 · $16,525+18.2%

+11.2%5 years · per year$17,037 · […][…]

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

0.63%12-mo yield$63 · $1,220 on $10k

Cards for this view

RFFC

ALPS Active Equity Opportunity

$17,037

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureRFFCJEPQ

Fee0.48%0.35%

Cost on $10k a year$48$35

Yield0.63%12.20%

5 years, per year+11.2%[…]

3 years, per year+22.0%+18.2%

Worst drop · 1Y−9.2%−11.5%

Volatility · 1Y12.9%

#
1	ARFFC	ALPS Active Equity Opportunity ETFRead Desk	0.48%	0.63%	+0.7%	+14.8%	+16.3%	+22.0%	+11.2%	−9.2%	$30M
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.93%	+0.5%	+34.6%	+39.3%	+19.9%	+10.4%	−6.9%	$122.7B
3	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.20%	+2.0%	+8.1%	+9.0%	+18.2%	new	−11.5%	$41.8B

#
1	ARFFC	ALPS Active Equity Opportunity ETFRead Desk	0.48%	0.63%	+0.7%	+14.8%	+16.3%	+22.0%	+11.2%	−9.2%	$30M
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.93%	+0.5%	+34.6%	+39.3%	+19.9%	+10.4%	−6.9%	$122.7B
3	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.20%	+2.0%	+8.1%	+9.0%	+18.2%	new	−11.5%	$41.8B

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