APRT vs JEPI

AAPRT

BJEPI

Measures won4–2APRT wins · of 6 · 5Y

$10,000 · 5Y$16,069APRT · JEPI $14,108

Lowest cost0.35%JEPI · $35 on $10k

Most income8.09%JEPI · $809 on $10k

Smallest drop−2.1%APRT · worst fall in 1Y

Held in common[…]APRT and JEPI

APRT

JEPI

AllianzIM U.S. Equity Buffer10 Apr ETF · $47MJPMorgan Equity Premium Income ETF · $46.1B

+15.2%3 years · per year$15,295 · $13,674+11.0%

+10.0%5 years · per year$16,069 · $14,108+7.1%

0.74%Expense ratio$74 · $35 on $10k · lower wins0.35%

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

−2.1%Worst dropSmaller wins−6.7%

5.6%VolatilityLower wins8.8%

4–2APRT wins

$10,000 · 5 yearsOne scale

Shared top holdingsAPRT · JEPI

They share no top holdings, or holdings aren’t on file […]

Held in common[…]

End-of-day Nov 5, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	AAPRT	AllianzIM U.S. Equity Buffer10 Apr ETFRead Desk		0.74%	0.00%	−2.1%	+11.4%	+13.6%	+15.2%	+10.0%	−2.1%	$47M
2	BJEPI	JPMorgan Equity Premium Income ETFRead Desk		0.35%	8.09%	−3.3%	+5.2%	+8.3%	+11.0%	+7.1%	−6.7%	$46.1B

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	AAPRT	AllianzIM U.S. Equity Buffer10 Apr ETFRead Desk		0.74%	0.00%	−2.1%	+11.4%	+13.6%	+15.2%	+10.0%	−2.1%	$47M
2	BJEPI	JPMorgan Equity Premium Income ETFRead Desk		0.35%	8.09%	−3.3%	+5.2%	+8.3%	+11.0%	+7.1%	−6.7%	$46.1B

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

APRT vs JEPI

APRT

AllianzIM U.S. Equity Buffer10 Apr

$16,069

JEPI

JPMorgan Equity Premium Income

$14,108

MeasureAPRTJEPI

Fee0.74%0.35%

Cost on $10k a year$74$35

Yield0.00%8.09%

5 years, per year+10.0%+7.1%

3 years, per year+15.2%+11.0%

Worst drop · 1Y−2.1%−6.7%

Volatility · 1Y5.6%8.8%

4–2measures won
APRT first

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: APRT, JEPI

Today

[…]holdings […]

APRTJEPI

APRT—[…]

JEPI[…]—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$774most kept, JEPI

JEPI$809 − $35 = $774

APRT$0 − $74 = −$74

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee