From 24/7 Wall St. · Ryne Mauck · · 50s
Invesco Fund Beats JEPI with Lower Fees
Invesco's income ETF outperforms JEPI by 6+ points with cheaper fees.
In brief
Invesco's income ETF outperforms JEPI by 6+ points with cheaper fees. Invesco's S&P 500 Equal Weight Income Advantage ETF (RSPA) delivers 6.43-point total return advantage over JEPI with lower fees and higher yield in 2026. Originally reported by 24/7 Wall St..
JEPI's income reputation
JEPI delivers reliable monthly income for retirees.
“JEPI has built its reputation on reliable monthly income”
JEPI's 2026 performance
JEPI up 3.68% year-to-date with falling distributions.
“Year to date through September 18, JEPI is up just 3.68%”
JEPI's fee structure
JEPI charges 0.35% expense ratio with 7.9% yield.
“JEPI pays every month, currently around a 7.9% forward yield at $56.21”
RSPA's advantage
RSPA outperforms JEPI by 6.43 points with lower fees.
“RSPA is up 10.11% year-to-date and 13.15% over the past year”
RSPA's fee structure
RSPA charges 0.29% expense ratio with 9.7% yield.
“RSPA translates to roughly a 9.7% forward yield at $52.61”
RSPA's strategy
RSPA uses equal-weight S&P 500 index for better returns.
“RSPA writes option spreads against the S&P 500 Equal Weight Index”
Switching trade-offs
RSPA has shorter track record but better mid-cap exposure.
“Equal-weight tilts increase exposure to mid-sized S&P components”
In short
Invesco's S&P 500 Equal Weight Income Advantage ETF (RSPA) delivers 6.43-point total return advantage over JEPI with lower fees and higher yield in 2026.
