Compare · 2 funds side by side · dividends reinvested

ARTY and JEPI

ARTYiShares×JEPIJ.P. Morgan×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,675ARTY · best of the two

02 / 04

ARTY and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Future AI & Tech ETFThematic · AI & semis0.47%0.07%+34.2%+34.2%+30.2%+8.0%−27.7%42.3%$3.4B1.5

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.93%+7.5%+10.9%+11.0%+7.6%−6.7%9.0%$45.2B1.5

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

End-of-day Nov 9, 2026 · returns include dividends · since: ARTY 2018 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

iShares Future AI & Tech ETF · $3.4B$14,675

ARTY

JEPI

JPMorgan Equity Premium Income ETF · $45.2B$14,448

$10,000 five years ago, dividends reinvested · they hold 8.8% in common

ARTYMeasureJEPI

+34.2%Year to dateJan 1 → Nov 9+7.5%

+34.2%1 yearTotal return+10.9%

+30.2%3 years · per year$10,000 became $22,051 · $13,679+11.0%

+8.0%5 years · per year$10,000 became $14,675 · $14,448+7.6%

0.47%Expense ratio$47 · $35 a year on $10k · lower is better0.35%

0.07%Trailing 12-mo yield$7 · $793 a year on $10k7.93%

−27.7%Worst dropSmaller is better−6.7%

42.3%VolatilityLower is calmer9.0%

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

4–4Level

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

ARTY vs JEPI: Top 5 Holdings

Today

ARTY

23.4%in top 5

JEPI

in top 59.9%

ARTYStockJEPI

5.3%AMDnot top 5

4.7%2330.TWnot top 5

4.7%NVDAnot top 5

4.6%AVGOnot top 5

4.1%ORCLnot top 5

not top 5MA2.0%

not top 5MSFT2.0%

not top 5AAPL2.0%

not top 5V1.9%

not top 5MMM1.9%

Held in common8.8%

End-of-day Nov 9, 2026 · share of each fund

ARTY vs JEPI Returns, Every Period

iSharesARTY

+8.0%

5 years, per year

JEPIJ.P. Morgan

+7.6%

5 years, per year

ARTYJEPIFaded: behind in that period

4–0ARTY wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Thematic vs Income: ARTY vs JEPI

YTD

iSharesARTY

+34.2%

JEPIJ.P. Morgan

+7.5%

+34.2%Year to date+7.5%

−27.7%Worst drop · 1Y−6.7%

42.3%Volatility · 1Y9.0%

0.1%Yield7.9%

$3.4BAssets$45.2B

3–1JEPI wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: ARTY, JEPI

Today

0.35%lowest, JEPI

FundExpense ratioFee$10k

JEPI0.35%$35

ARTY0.47%$47

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: ARTY, JEPI

7.93%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.93%$793

ARTY0.07%$7

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$758most kept, JEPI

JEPI$793 − $35 = $758

ARTY$7 − $47 = −$40

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: ARTY, JEPI

Today

8.8%most shared, ARTY and JEPI

ARTYJEPI

ARTY—8.8%

JEPI8.8%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+34.2%ARTY, at 42.3% volatility

JEPIWorst drop−6.7%9.0% vol

ARTYWorst drop−27.7%42.3% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

JEPIARTY

+7.5%Year to date+34.2%

7.9%Yield0.1%

+10.9%Past year+34.2%

0.35%Fee0.47%

2–2level

End-of-day Nov 9, 2026

Popular Pairs Near These Two

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026