PLTM vs JEPI
5Y+17.7%3 years · per year$16,289 · $13,562+10.7%
+7.9%5 years · per year$14,645 · $14,118+7.1%
0.50%Expense ratio$50 · $35 on $10k · lower wins0.35%
0.00%12-mo yield$0 · $809 on $10k8.09%
−49.1%Worst dropSmaller wins−6.7%
52.6%VolatilityLower wins8.8%
2–4JEPI wins
$10,000 · 5 yearsOne scale
Shared top holdingsPLTM · 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