Compare · 3 funds side by side · dividends reinvested

APRT, JEPQ and JEPI

APRTAllianzIM×JEPQJ.P. Morgan×JEPIJ.P. Morgan×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,300APRT · best of the three

02 / 04

APRT, JEPQ and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

AllianzIM U.S. Equity Buffer10 Apr ETFDefined Outcome · Buffer0.74%0.00%+12.9%+14.8%+16.3%+10.3%−1.6%5.1%$47M1.6

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.28%+7.5%+8.6%+20.4%[…]−8.8%15.5%$41.8B2.0

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.96%+7.0%+9.8%+12.4%+7.4%−6.7%7.9%$46.0B2.1

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: APRT 2020 · JEPQ 2022 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

AllianzIM U.S. Equity Buffer10 Apr ETF · $47M$16,300

APRT

JEPQ

JPMorgan Nasdaq Equity Premium Income ETF · $41.8B[…]

$10,000 five years ago, dividends reinvested

APRTMeasureJEPQ

+12.9%Year to dateJan 1 → Nov 3+7.5%

+14.8%1 yearTotal return+8.6%

+16.3%3 years · per year$10,000 became $15,738 · $17,450+20.4%

+10.3%5 years · per year$10,000 became $16,300 · […][…]

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

0.00%Trailing 12-mo yield$0 · $1,228 a year on $10k12.28%

−1.6%Worst dropSmaller is better−8.8%

5.1%VolatilityLower is calmer15.5%

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

4–3APRT wins

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

More Ways to See the Pairs

APRT vs JEPQ: Top 5 Holdings

Today

APRT

[…]in top 5

JEPQ

in top 527.5%

APRTStockJEPQ

not top 5NVDA6.9%

not top 5AAPL6.9%

not top 5MSFT5.5%

not top 5GOOG4.1%

not top 5MU4.1%

Held in common[…]

End-of-day Nov 3, 2026 · share of each fund

APRT vs JEPQ Returns, Every Period

AllianzIMAPRT

+14.8%

past year

JEPQJ.P. Morgan

+8.6%

past year

APRTJEPQFaded: behind in that period

2–1APRT wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

Defined Outcome vs Income: APRT vs JEPQ

YTD

AllianzIMAPRT

+12.9%

JEPQJ.P. Morgan

+7.5%

+12.9%Year to date+7.5%

−1.6%Worst drop · 1Y−8.8%

5.1%Volatility · 1Y15.5%

0.0%Yield12.3%

$47.0MAssets$41.8B

3–1APRT wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: APRT, JEPQ, JEPI

Today

0.35%lowest, JEPQ

FundExpense ratioFee$10k

JEPQ0.35%$35

JEPI0.35%$35

APRT0.74%$74

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: APRT, JEPQ, JEPI

12.28%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.28%$1,228

JEPI7.96%$796

APRT0.00%$0

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$1,193most kept, JEPQ

JEPQ$1,228 − $35 = $1,193

JEPI$796 − $35 = $761

APRT$0 − $74 = −$74

KeptFee

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

Overlap: APRT, JEPQ, JEPI

Today

26.6%most shared, JEPQ and JEPI

APRTJEPQJEPI

APRT—[…][…]

JEPQ[…]—26.6%

JEPI[…]26.6%—

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

Return vs Bumpiness: 3 ETFs

+14.8%APRT, at 5.1% volatility

APRTWorst drop−1.6%5.1% vol

JEPIWorst drop−6.7%7.9% vol

JEPQWorst drop−8.8%15.5% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQAPRT

+7.5%Year to date+12.9%

12.3%Yield0.0%

+8.6%Past year+14.8%

0.35%Fee0.74%

2–2level

End-of-day Nov 3, 2026

Popular Pairs Near These Three

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