MART vs JEPI

AMART

BJEPI

Measures won3–2MART wins · of 6 · 5Y

$10,000 · 5Y$14,118JEPI

Lowest cost0.35%JEPI · $35 on $10k

Most income8.09%JEPI · $809 on $10k

Smallest drop−5.3%MART · worst fall in 1Y

Held in common[…]MART and JEPI

MART

JEPI

AllianzIM U.S. Equity Buffer10 Mar ETF · $28MJPMorgan Equity Premium Income ETF · $46.8B

+16.6%3 years · per year$15,864 · $13,562+10.7%

[…]5 years · per year[…] · $14,118+7.1%

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

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

−5.3%Worst dropSmaller wins−6.7%

7.8%VolatilityLower wins8.8%

3–2MART wins

$10,000 · 5 yearsOne scale

Shared top holdingsMART · JEPI

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

Held in common[…]

End-of-day Nov 6, 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	BJEPI	JPMorgan Equity Premium Income ETFRead Desk		0.35%	8.09%	+0.1%	+5.3%	+8.2%	+10.7%	+7.1%	−6.7%	$46.8B
2	AMART	AllianzIM U.S. Equity Buffer10 Mar ETFRead Desk		0.74%	0.00%	+0.1%	+9.0%	+11.1%	+16.6%	new	−5.3%	$28M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BJEPI	JPMorgan Equity Premium Income ETFRead Desk		0.35%	8.09%	+0.1%	+5.3%	+8.2%	+10.7%	+7.1%	−6.7%	$46.8B
2	AMART	AllianzIM U.S. Equity Buffer10 Mar ETFRead Desk		0.74%	0.00%	+0.1%	+9.0%	+11.1%	+16.6%	new	−5.3%	$28M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

MART vs JEPI

MART

AllianzIM U.S. Equity Buffer10 Mar

[…]

JEPI

JPMorgan Equity Premium Income

$14,118

MeasureMARTJEPI

Fee0.74%0.35%

Cost on $10k a year$74$35

Yield0.00%8.09%

5 years, per year[…]+7.1%

3 years, per year+16.6%+10.7%

Worst drop · 1Y−5.3%−6.7%

Volatility · 1Y7.8%8.8%

3–2measures won
MART first

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

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%

$42.6BAssets$46.8B

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%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: MART, JEPI

Today

[…]holdings […]

MARTJEPI

MART—[…]

JEPI[…]—

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

Income After Fees on $10,000

$774most kept, JEPI

JEPI$809 − $35 = $774

MART$0 − $74 = −$74

KeptFee

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