Compare · 3 funds side by side · dividends reinvested

PSTR, ACIO and JEPI

PSTRPeakShares×ACIOAptus×JEPIJ.P. Morgan×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$14,959ACIO · best of the three

02 / 04

PSTR, ACIO and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%8.09%+5.3%+8.2%+10.7%+7.1%−6.7%8.8%$45.2B1.8

Peakshares Sector Rotation ETFIncome · Covered calls2.88%5.00%+10.3%+12.9%[…][…]−6.7%10.8%$66M2.0

Aptus Collared Income Opportunity ETFIncome · Covered calls0.79%0.40%+4.7%+4.4%+15.0%+8.4%−6.6%9.9%$2.3B2.0

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

End-of-day Nov 6, 2026 · returns include dividends · since: PSTR 2024 · ACIO 2019 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

Peakshares Sector Rotation ETF · $66M[…]

PSTR

ACIO

Aptus Collared Income Opportunity ETF · $2.3B$14,959

$10,000 five years ago, dividends reinvested · they hold 19.8% in common

PSTRMeasureACIO

+10.3%Year to dateJan 1 → Nov 6+4.7%

+12.9%1 yearTotal return+4.4%

[…]3 years · per year$10,000 became […] · $15,213+15.0%

[…]5 years · per year$10,000 became […] · $14,959+8.4%

2.88%Expense ratio$288 · $79 a year on $10k · lower is better0.79%

5.00%Trailing 12-mo yield$500 · $40 a year on $10k0.40%

−6.7%Worst dropSmaller is better−6.6%

10.8%VolatilityLower is calmer9.9%

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

3–3Level

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

More Ways to See the Pairs

PSTR vs ACIO: Top 5 Holdings

Today

PSTR

38.9%in top 5

ACIO

in top 529.4%

PSTRStockACIO

10.3%XLFnot top 5

8.3%XLVnot top 5

7.8%VGTnot top 5

not top 5AAPL7.8%

6.9%XLKnot top 5

not top 5NVDA6.8%

not top 5MSFT6.2%

5.5%XLPnot top 5

not top 5GOOG4.7%

not top 5AMZN4.0%

Held in common19.8%

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

PSTR vs ACIO Returns, Every Period

PeakSharesPSTR

+12.9%

past year

ACIOAptus

+4.4%

past year

PSTRACIOFaded: behind in that period

2–0PSTR wins

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

PSTR vs JEPI

YTD

PeakSharesPSTR

+10.3%

JEPIJ.P. Morgan

+5.3%

+10.3%Year to date+5.3%

−6.7%Worst drop · 1Y−6.7%

10.8%Volatility · 1Y8.8%

5.0%Yield8.1%

$65.6MAssets$45.2B

2–1JEPI wins

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

Cost, Income and Risk

Fees: PSTR, ACIO, JEPI

Today

0.35%lowest, JEPI

FundExpense ratioFee$10k

JEPI0.35%$35

ACIO0.79%$79

PSTR2.88%$288

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

Yields: PSTR, ACIO, JEPI

8.09%highest, JEPI

FundTrailing yieldYield$10k

JEPI8.09%$809

PSTR5.00%$500

ACIO0.40%$40

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

Income After Fees on $10,000

$774most kept, JEPI

JEPI$809 − $35 = $774

PSTR$500 − $288 = $212

ACIO$40 − $79 = −$39

KeptFee

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

Overlap: PSTR, ACIO, JEPI

Today

38.0%most shared, ACIO and JEPI

PSTRACIOJEPI

PSTR—19.8%13.4%

ACIO19.8%—38.0%

JEPI13.4%38.0%—

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

Return vs Bumpiness: 3 ETFs

+12.9%PSTR, at 10.8% volatility

JEPIWorst drop−6.7%8.8% vol

ACIOWorst drop−6.6%9.9% vol

PSTRWorst drop−6.7%10.8% vol

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

Paid More vs Made More

YTD

JEPIPSTR

+5.3%Year to date+10.3%

8.1%Yield5.0%

+8.2%Past year+12.9%

0.35%Fee2.88%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Three

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%

$40.7BAssets$45.2B

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%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026