AIOO vs JEPI

AAIOO

BJEPI

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$16,596VIG · JEPI $14,510

Lowest cost0.04%VIG · $4 on $10k

Most income7.86%JEPI · $786 on $10k

Smallest drop−0.7%AIOO · worst fall in 1Y

Held in common[…]AIOO and JEPI

AllianzIM U.S. Equity Buffer100 Protection ETF · $69MJPMorgan Equity Premium Income ETF · $46.8B

[…]3 years · per year[…] · $13,724+11.1%

[…]5 years · per year[…] · $14,510+7.7%

0.64%Expense ratio$64 · $35 on $10k · lower wins0.35%

0.00%12-mo yield$0 · $786 on $10k7.86%

Cards for this view

AIOO

AllianzIM U.S. Equity Buffer100 Protection

[…]

JEPI

JPMorgan Equity Premium Income

$14,510

MeasureAIOOJEPI

Fee0.64%0.35%

Cost on $10k a year$64$35

Yield0.00%7.86%

5 years, per year[…]+7.7%

3 years, per year[…]+11.1%

Worst drop · 1Y−0.7%−6.7%

Volatility · 1Y2.1%

#
1	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.45%	0.0%	+16.0%	+16.9%	+18.9%	+10.7%	−7.9%	$109.1B
2	BJEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.86%	−0.3%	+8.3%	+10.1%	+11.1%	+7.7%	−6.7%	$46.8B
3	AAIOO	AllianzIM U.S. Equity Buffer100 Protection ETFRead Desk	0.64%	0.00%	0.0%	+3.0%	+3.0%	new	new	−0.7%	$69M

#
1	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.45%	0.0%	+16.0%	+16.9%	+18.9%	+10.7%	−7.9%	$109.1B
2	BJEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.86%	−0.3%	+8.3%	+10.1%	+11.1%	+7.7%	−6.7%	$46.8B
3	AAIOO	AllianzIM U.S. Equity Buffer100 Protection ETFRead Desk	0.64%	0.00%	0.0%	+3.0%	+3.0%	new	new	−0.7%	$69M

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