RWLC vs JEPQ

ARWLC

BJEPQ

Measures won4–1RWLC wins · of 6 · 5Y

$10,000 · 5Y$14,322JEPI

Lowest cost0.32%RWLC · $32 on $10k

Most income12.77%RWLC · $1,277 on $10k

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

Held in common36.7%RWLC and JEPQ

RWLC

JEPQ

Rayliant NxtGen Multifactor US Equity ETF · $101MJPMorgan Nasdaq Equity Premium Income ETF · $41.8B

+26.4%3 years · per year$20,217 · $17,450+20.4%

[…]5 years · per year[…]

0.32%Expense ratio$32 · $35 on $10k · lower wins0.35%

12.77%12-mo yield$1,277 · $1,228 on $10k12.28%

−9.3%Worst dropSmaller wins−8.8%

14.7%VolatilityLower wins15.5%

4–1RWLC wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsRWLC · JEPQ

9.1%AAPL6.9%

6.1%NVDA6.9%

3.9%MSFT5.5%

2.4%GOOG4.1%

Held in common36.7%

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

All Three

5Y3 funds

#
1	JEPI	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	ARWLC	Rayliant NxtGen Multifactor US Equity ETFRead Desk	0.32%	12.77%	−0.2%	+15.0%	+16.3%	+26.4%	new	−9.3%	$101M
3	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.28%	+0.6%	+7.5%	+8.6%	+20.4%	new	−8.8%	$41.8B

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

All Three

5Y3 funds

#
1	JEPI	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	ARWLC	Rayliant NxtGen Multifactor US Equity ETFRead Desk	0.32%	12.77%	−0.2%	+15.0%	+16.3%	+26.4%	new	−9.3%	$101M
3	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.28%	+0.6%	+7.5%	+8.6%	+20.4%	new	−8.8%	$41.8B

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

RWLC vs JEPQ

RWLC

Rayliant NxtGen Multifactor US Equity

[…]

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureRWLCJEPQ

Fee0.32%0.35%

Cost on $10k a year$32$35

Yield12.77%12.28%

5 years, per year[…][…]

3 years, per year+26.4%+20.4%

Worst drop · 1Y−9.3%−8.8%

Volatility · 1Y14.7%15.5%

4–1measures won
RWLC first

36.7%

holdings shared

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

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: RWLC, JEPQ, JEPI

Today

36.7%most shared, RWLC and JEPQ

RWLCJEPQJEPI

RWLC—36.7%25.8%

JEPQ36.7%—26.6%

JEPI25.8%26.6%—

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

Income After Fees on $10,000

$1,245most kept, RWLC

RWLC$1,277 − $32 = $1,245

JEPQ$1,228 − $35 = $1,193

JEPI$796 − $35 = $761

KeptFee

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