Compare · 2 funds side by side · dividends reinvested

APRT and JEPI

APRTAllianzIM×JEPIJ.P. Morgan×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,473APRT · best of the two

02 / 04

APRT and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

AllianzIM U.S. Equity Buffer10 Apr ETFDefined Outcome · Buffer0.74%0.00%+13.9%+15.7%+16.2%+10.5%−1.6%5.2%$47M1.3

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.83%+8.8%+11.9%+12.6%+7.9%−6.7%8.1%$46.0B1.8

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: APRT 2020 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

AllianzIM U.S. Equity Buffer10 Apr ETF · $47M$16,473

APRT

JEPI

JPMorgan Equity Premium Income ETF · $46.0B$14,635

$10,000 five years ago, dividends reinvested

APRTMeasureJEPI

+13.9%Year to dateJan 1 → Nov 4+8.8%

+15.7%1 yearTotal return+11.9%

+16.2%3 years · per year$10,000 became $15,678 · $14,269+12.6%

+10.5%5 years · per year$10,000 became $16,473 · $14,635+7.9%

0.74%Expense ratio$74 · $35 a year on $10k · lower is better0.35%

0.00%Trailing 12-mo yield$0 · $783 a year on $10k7.83%

−1.6%Worst dropSmaller is better−6.7%

5.2%VolatilityLower is calmer8.1%

APRTJEPI Winner of the row, in its colourEach row: the bigger of the two fills its side

6–2APRT wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

APRT vs JEPI: Top 5 Holdings

Today

APRT

[…]in top 5

JEPI

in top 59.5%

APRTStockJEPI

not top 5MA2.0%

not top 5MSFT1.9%

not top 5V1.9%

not top 5AAPL1.9%

not top 5NEE1.8%

Held in common[…]

End-of-day Nov 4, 2026 · share of each fund

APRT vs JEPI Returns, Every Period

AllianzIMAPRT

+10.5%

5 years, per year

JEPIJ.P. Morgan

+7.9%

5 years, per year

APRTJEPIFaded: behind in that period

4–0APRT wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Defined Outcome vs Income: APRT vs JEPI

YTD

AllianzIMAPRT

+13.9%

JEPIJ.P. Morgan

+8.8%

+13.9%Year to date+8.8%

−1.6%Worst drop · 1Y−6.7%

5.2%Volatility · 1Y8.1%

0.0%Yield7.8%

$47.0MAssets$46.0B

3–1APRT wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: APRT, JEPI

Today

0.35%lowest, JEPI

FundExpense ratioFee$10k

JEPI0.35%$35

APRT0.74%$74

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: APRT, JEPI

7.83%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.83%$783

APRT0.00%$0

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$748most kept, JEPI

JEPI$783 − $35 = $748

APRT$0 − $74 = −$74

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: APRT, JEPI

Today

[…]holdings […]

APRTJEPI

APRT—[…]

JEPI[…]—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+15.7%APRT, at 5.2% volatility

APRTWorst drop−1.6%5.2% vol

JEPIWorst drop−6.7%8.1% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

JEPIAPRT

+8.8%Year to date+13.9%

7.8%Yield0.0%

+11.9%Past year+15.7%

0.35%Fee0.74%

2–2level

End-of-day Nov 4, 2026

Popular Pairs Near These Two

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026