Compare · 2 funds side by side · dividends reinvested

MART and JEPI

MARTAllianzIM×JEPIJ.P. Morgan×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,118JEPI · best of the two

02 / 04

MART and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

AllianzIM U.S. Equity Buffer10 Mar ETFDefined Outcome · Buffer0.74%0.00%+9.0%+11.1%+16.6%[…]−5.3%7.8%$28M1.3

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%8.09%+5.3%+8.2%+10.7%+7.1%−6.7%8.8%$46.8B1.6

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

End-of-day Nov 6, 2026 · returns include dividends · since: MART 2023 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

AllianzIM U.S. Equity Buffer10 Mar ETF · $28M[…]

MART

JEPI

JPMorgan Equity Premium Income ETF · $46.8B$14,118

$10,000 five years ago, dividends reinvested

MARTMeasureJEPI

+9.0%Year to dateJan 1 → Nov 6+5.3%

+11.1%1 yearTotal return+8.2%

+16.6%3 years · per year$10,000 became $15,864 · $13,562+10.7%

[…]5 years · per year$10,000 became […] · $14,118+7.1%

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

0.00%Trailing 12-mo yield$0 · $809 a year on $10k8.09%

−5.3%Worst dropSmaller is better−6.7%

7.8%VolatilityLower is calmer8.8%

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

5–2MART wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

MART vs JEPI: Top 5 Holdings

Today

MART

[…]in top 5

JEPI

in top 59.9%

MARTStockJEPI

not top 5MA2.1%

not top 5MSFT2.0%

not top 5AAPL2.0%

not top 5MMM1.9%

not top 5NEE1.9%

Held in common[…]

End-of-day Nov 6, 2026 · share of each fund

MART vs JEPI Returns, Every Period

AllianzIMMART

+11.1%

past year

JEPIJ.P. Morgan

+8.2%

past year

MARTJEPIFaded: behind in that period

3–0MART wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Defined Outcome vs Income: MART vs JEPI

YTD

AllianzIMMART

+9.0%

JEPIJ.P. Morgan

+5.3%

+9.0%Year to date+5.3%

−5.3%Worst drop · 1Y−6.7%

7.8%Volatility · 1Y8.8%

0.0%Yield8.1%

$28.4MAssets$46.8B

3–1MART wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: MART, JEPI

Today

0.35%lowest, JEPI

FundExpense ratioFee$10k

JEPI0.35%$35

MART0.74%$74

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: MART, JEPI

8.09%highest, JEPI

FundTrailing yieldYield$10k

JEPI8.09%$809

MART0.00%$0

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$774most kept, JEPI

JEPI$809 − $35 = $774

MART$0 − $74 = −$74

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: MART, JEPI

Today

[…]holdings […]

MARTJEPI

MART—[…]

JEPI[…]—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+11.1%MART, at 7.8% volatility

MARTWorst drop−5.3%7.8% vol

JEPIWorst drop−6.7%8.8% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

JEPIMART

+5.3%Year to date+9.0%

8.1%Yield0.0%

+8.2%Past year+11.1%

0.35%Fee0.74%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Two

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026