Compare · 3 funds side by side · dividends reinvested

ARTY, JEPQ and JEPI

ARTYiShares×JEPQJ.P. Morgan×JEPIJ.P. Morgan×

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

02 / 04

ARTY, JEPQ and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.93%+7.5%+10.9%+11.0%+7.6%−6.7%9.0%$45.2B1.8

iShares Future AI & Tech ETFThematic · AI & semis0.47%0.07%+34.2%+34.2%+30.2%+8.0%−27.7%42.3%$3.4B2.0

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.39%+6.6%+9.2%+18.2%[…]−11.5%16.9%$40.7B2.0

Rank among the three1st → 3rdFee, 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 · JEPQ 2022 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

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

ARTY

JEPQ

JPMorgan Nasdaq Equity Premium Income ETF · $40.7B[…]

$10,000 five years ago, dividends reinvested · they hold 21.6% in common

ARTYMeasureJEPQ

+34.2%Year to dateJan 1 → Nov 9+6.6%

+34.2%1 yearTotal return+9.2%

+30.2%3 years · per year$10,000 became $22,051 · $16,495+18.2%

+8.0%5 years · per year$10,000 became $14,675 · […][…]

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

0.07%Trailing 12-mo yield$7 · $1,239 a year on $10k12.39%

−27.7%Worst dropSmaller is better−11.5%

42.3%VolatilityLower is calmer16.9%

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

3–4JEPQ wins

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 JEPQ: Top 5 Holdings

Today

ARTY

23.4%in top 5

JEPQ

in top 528.6%

ARTYStockJEPQ

not top 5AAPL7.3%

4.7%NVDA6.7%

not top 5MSFT6.0%

5.3%AMDnot top 5

4.7%2330.TWnot top 5

4.6%AVGOnot top 5

not top 5GOOG4.4%

not top 5AMZN4.3%

4.1%ORCLnot top 5

Held in common21.6%

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

ARTY vs JEPQ Returns, Every Period

iSharesARTY

+34.2%

past year

JEPQJ.P. Morgan

+9.2%

past year

ARTYJEPQFaded: behind in that period

3–0ARTY wins

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

Thematic vs Income: ARTY vs JEPQ

YTD

iSharesARTY

+34.2%

JEPQJ.P. Morgan

+6.6%

+34.2%Year to date+6.6%

−27.7%Worst drop · 1Y−11.5%

42.3%Volatility · 1Y16.9%

0.1%Yield12.4%

$3.4BAssets$40.7B

3–1JEPQ wins

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

Cost, Income and Risk

Fees: ARTY, JEPQ, JEPI

Today

0.35%lowest, JEPQ

FundExpense ratioFee$10k

JEPQ0.35%$35

JEPI0.35%$35

ARTY0.47%$47

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

Yields: ARTY, JEPQ, JEPI

12.39%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.39%$1,239

JEPI7.93%$793

ARTY0.07%$7

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

Income After Fees on $10,000

$1,204most kept, JEPQ

JEPQ$1,239 − $35 = $1,204

JEPI$793 − $35 = $758

ARTY$7 − $47 = −$40

KeptFee

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

Overlap: ARTY, JEPQ, JEPI

Today

27.5%most shared, JEPQ and JEPI

ARTYJEPQJEPI

ARTY—21.6%8.8%

JEPQ21.6%—27.5%

JEPI8.8%27.5%—

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

Return vs Bumpiness: 3 ETFs

+34.2%ARTY, at 42.3% volatility

JEPIWorst drop−6.7%9.0% vol

JEPQWorst drop−11.5%16.9% 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

JEPQARTY

+6.6%Year to date+34.2%

12.4%Yield0.1%

+9.2%Past year+34.2%

0.35%Fee0.47%

2–2level

End-of-day Nov 9, 2026

Popular Pairs Near These Three

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