JPMO vs ZALT

JPMO vs ZALT

Which is better, JPMO or ZALT?

JPMO has been ahead.

ZALT has a lower expense ratio. JPMO led over 1Y.

Lower Fees: ZALTHigher Returns (1Y): JPMO

MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.

Side-by-Side Comparison

MetricJPMOZALT
Expense Ratio1.19%0.69%Best
AUM$57M$794M
Dividend Yield33.55%0.00%
Holdings1718
YTD Price Return-+6.44%
1Y Price Return-+9.12%
3Y Price Return (annualized)-+10.33%
Volatility (annualized)-3.8%
Max Drawdown--8.2%
Fund FamilyYieldMax ETFInnovator ETFs Trust
CategoryAlternativeAlternative
StyleMulti AlternativeMulti Alternative
InceptionSep 11, 2023Oct 2, 2023

Not shown on this pair: 5Y Price Return (annualized), $10,000 over the window, Top 10 Weight.

Returns are price returns and exclude distributions, because our data feed carries no adjusted close for JPMO. We have no price series for JPMO, so there is nothing to compare it against. JPMO yields 33.55% and ZALT 0.00% on top.

Compare JPMO against instead:JPMO vs SPYJPMO vs QQQJPMO vs VOOJPMO vs VTIZALT against:ZALT vs VXUS

JPMO vs ZALT Performance

YieldMax JPM Option Income Strategy ETF (JPMO) is an ETF from YieldMax ETF and Innovator US Equity 10 Buffer ETF - Quarterly (ZALT) is an ETF from Innovator ETFs Trust.

Fees and Cost Over Time

JPMO charges 1.19% per year while ZALT charges 0.69%. On a $10,000 position that is $119 vs $69 annually, a gap of $50 per year that compounds over a long holding period. On income, JPMO currently yields 33.55% against 0.00% for ZALT.

You are not choosing between two funds in isolation.

Whichever of JPMO and ZALT you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

JPMOZALT

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, JPMO or ZALT?

JPMO has an expense ratio of 1.19% while ZALT charges 0.69%. ZALT is the cheaper option, by $50 a year on a $10,000 investment.

Which pays a higher dividend, JPMO or ZALT?

JPMO yields 33.55% while ZALT yields 0.00%, so JPMO currently pays the higher dividend yield.

Is ZALT better than JPMO?

ZALT has a lower expense ratio. JPMO led over 1Y. Which one suits a particular account depends on what it is for. This is information, not a recommendation.