Compare · 3 funds side by side · dividends reinvested

MART, JEPQ and JEPI

MARTAllianzIM×JEPQJ.P. Morgan×JEPIJ.P. Morgan×

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

02 / 04

MART, JEPQ 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%$28M1.7

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%8.09%+5.3%+8.2%+10.7%+7.1%−6.7%8.8%$46.8B1.9

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.79%+3.2%+4.5%+17.4%[…]−11.5%16.7%$42.6B2.1

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

End-of-day Nov 6, 2026 · returns include dividends · since: MART 2023 · JEPQ 2022 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

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

MART

JEPQ

JPMorgan Nasdaq Equity Premium Income ETF · $42.6B[…]

$10,000 five years ago, dividends reinvested

MARTMeasureJEPQ

+9.0%Year to dateJan 1 → Nov 6+3.2%

+11.1%1 yearTotal return+4.5%

+16.6%3 years · per year$10,000 became $15,864 · $16,202+17.4%

[…]5 years · per year[…]

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

0.00%Trailing 12-mo yield$0 · $1,279 a year on $10k12.79%

−5.3%Worst dropSmaller is better−11.5%

7.8%VolatilityLower is calmer16.7%

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

4–3MART 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 JEPQ: Top 5 Holdings

Today

MART

[…]in top 5

JEPQ

in top 528.9%

MARTStockJEPQ

not top 5AAPL7.4%

not top 5NVDA6.6%

not top 5MSFT6.1%

not top 5GOOG4.4%

not top 5AMZN4.4%

Held in common[…]

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

MART vs JEPQ Returns, Every Period

AllianzIMMART

+11.1%

past year

JEPQJ.P. Morgan

+4.5%

past year

MARTJEPQFaded: behind in that period

2–1MART wins

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

Defined Outcome vs Income: MART vs JEPQ

YTD

AllianzIMMART

+9.0%

JEPQJ.P. Morgan

+3.2%

+9.0%Year to date+3.2%

−5.3%Worst drop · 1Y−11.5%

7.8%Volatility · 1Y16.7%

0.0%Yield12.8%

$28.4MAssets$42.6B

3–1MART wins

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

Cost, Income and Risk

Fees: MART, JEPQ, JEPI

Today

0.35%lowest, JEPQ

FundExpense ratioFee$10k

JEPQ0.35%$35

JEPI0.35%$35

MART0.74%$74

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

Yields: MART, JEPQ, JEPI

12.79%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.79%$1,279

JEPI8.09%$809

MART0.00%$0

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

Income After Fees on $10,000

$1,244most kept, JEPQ

JEPQ$1,279 − $35 = $1,244

JEPI$809 − $35 = $774

MART$0 − $74 = −$74

KeptFee

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

Overlap: MART, JEPQ, JEPI

Today

26.8%most shared, JEPQ and JEPI

MARTJEPQJEPI

MART—[…][…]

JEPQ[…]—26.8%

JEPI[…]26.8%—

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

Return vs Bumpiness: 3 ETFs

+11.1%MART, at 7.8% volatility

MARTWorst drop−5.3%7.8% vol

JEPIWorst drop−6.7%8.8% vol

JEPQWorst drop−11.5%16.7% vol

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

Paid More vs Made More

YTD

JEPQMART

+3.2%Year to date+9.0%

12.8%Yield0.0%

+4.5%Past year+11.1%

0.35%Fee0.74%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Three

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