RTAI vs JEPI

ARTAI

BJEPI

Measures won0–6JEPI wins · of 6 · 5Y

$10,000 · 5Y$14,322JEPI · RTAI $9,083

Lowest cost0.35%JEPI · $35 on $10k

Most income7.96%JEPI · $796 on $10k

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

Held in common0.0%RTAI and JEPI

RTAI

JEPI

Rareview Tax Advantaged Income ETF · $16MJPMorgan Equity Premium Income ETF · $46.0B

+9.3%3 years · per year$13,071 · $14,201+12.4%

−1.9%5 years · per year$9,083 · $14,322+7.4%

5.24%Expense ratio$524 · $35 on $10k · lower wins0.35%

5.68%12-mo yield$568 · $796 on $10k7.96%

−13.9%Worst dropSmaller wins−6.7%

9.0%VolatilityLower wins7.9%

0–6JEPI wins

$10,000 · 5 yearsOne scale

Shared top holdingsRTAI · JEPI

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

End-of-day Nov 3, 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	BJEPI	JPMorgan Equity Premium Income ETFRead Desk		0.35%	7.96%	−0.1%	+7.0%	+9.8%	+12.4%	+7.4%	−6.7%	$46.0B
2	ARTAI	Rareview Tax Advantaged Income ETFRead Desk		5.24%	5.68%	−0.5%	−3.7%	−4.1%	+9.3%	−1.9%	−13.9%	$16M

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

Both

5Y2 funds

#			Trend
1	BJEPI	JPMorgan Equity Premium Income ETFRead Desk		0.35%	7.96%	−0.1%	+7.0%	+9.8%	+12.4%	+7.4%	−6.7%	$46.0B
2	ARTAI	Rareview Tax Advantaged Income ETFRead Desk		5.24%	5.68%	−0.5%	−3.7%	−4.1%	+9.3%	−1.9%	−13.9%	$16M

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

Cards for this view

RTAI vs JEPI

RTAI

Rareview Tax Advantaged Income

$9,083

JEPI

JPMorgan Equity Premium Income

$14,322

MeasureRTAIJEPI

Fee5.24%0.35%

Cost on $10k a year$524$35

Yield5.68%7.96%

5 years, per year−1.9%+7.4%

3 years, per year+9.3%+12.4%

Worst drop · 1Y−13.9%−6.7%

Volatility · 1Y9.0%7.9%

6–0measures won
JEPI first

0.0%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: RTAI, JEPI

Today

0.0%most shared, RTAI and JEPI

RTAIJEPI

RTAI—0.0%

JEPI0.0%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$761most kept, JEPI

JEPI$796 − $35 = $761

RTAI$568 − $524 = $44

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee