APRT vs JEPQ

AAPRT

BJEPQ

Measures won2–3JEPQ wins · of 6 · 5Y

$10,000 · 5Y$16,473APRT

Lowest cost0.35%JEPQ · $35 on $10k

Most income12.17%JEPQ · $1,217 on $10k

Smallest drop−1.6%APRT · worst fall in 1Y

Held in common[…]APRT and JEPQ

APRT

JEPQ

AllianzIM U.S. Equity Buffer10 Apr ETF · $47MJPMorgan Nasdaq Equity Premium Income ETF · $42.1B

+16.2%3 years · per year$15,678 · $17,406+20.3%

+10.5%5 years · per year$16,473 · […][…]

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

0.00%12-mo yield$0 · $1,217 on $10k12.17%

−1.6%Worst dropSmaller wins−8.8%

5.2%VolatilityLower wins15.5%

2–3JEPQ wins

$10,000 · 5 yearsOne scale

Shared top holdingsAPRT · JEPQ

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

Held in common[…]

End-of-day Nov 4, 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%	+0.8%	+13.9%	+15.7%	+16.2%	+10.5%	−1.6%	$47M
2	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk		0.35%	12.17%	+0.9%	+8.5%	+9.3%	+20.3%	new	−8.8%	$42.1B

End-of-day Nov 4, 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%	+0.8%	+13.9%	+15.7%	+16.2%	+10.5%	−1.6%	$47M
2	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk		0.35%	12.17%	+0.9%	+8.5%	+9.3%	+20.3%	new	−8.8%	$42.1B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

APRT vs JEPQ

APRT

AllianzIM U.S. Equity Buffer10 Apr

$16,473

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureAPRTJEPQ

Fee0.74%0.35%

Cost on $10k a year$74$35

Yield0.00%12.17%

5 years, per year+10.5%[…]

3 years, per year+16.2%+20.3%

Worst drop · 1Y−1.6%−8.8%

Volatility · 1Y5.2%15.5%

3–2measures won
JEPQ first

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: APRT, JEPQ

Today

[…]holdings […]

APRTJEPQ

APRT—[…]

JEPQ[…]—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$1,182most kept, JEPQ

JEPQ$1,217 − $35 = $1,182

APRT$0 − $74 = −$74

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee