Loading issuers…
Loading issuers…
J.P. Morgan made investors more money ($28.1B). AllianzIM had more funds that made money (100%).
The past year, all their funds · Data as of Oct 30, 2026
Tale of the tape 1Y · lower fee wins
Every dot is one buffered fund, placed at its 1-year return. Right of the line = made money. The ringed dot is the middle fund. Small sample: fewer than 3 funds on a side.
| BOX SCORE · BUFFERED | J.P. Morgan | AllianzIM |
|---|---|---|
| Funds in the category | 2 | 52 |
| Made money (W–L) | 2–0 | 47–0 |
| Win % | 100% | 100% |
| Money made | $306M | $514M |
| Typical return | +6.6% | +9.2% |
| Launches · 2026 | 0 | 5 |
| Assets | $4.9B | $6.1B |
| Fee per $100 | $0.50 | $0.74 |
| Fund | Name | Assets | 1Y |
|---|---|---|---|
| HELO | JPMorgan Hedged Equity Laddered Overlay ETF | $4.9B | +6.6% ✓ |
| HEQQ | JPMorgan Nasdaq Hedged Equity Laddered Overlay ETF | $31M | +6.0% ✓ |
| Fund | Name | Assets | 1Y |
|---|---|---|---|
| MAYW | AllianzIM U.S. Equity Buffer20 May ETF | $460M | +7.7% ✓ |
| OCTW | AllianzIM U.S. Equity Buffer20 Oct ETF | $449M | +9.0% ✓ |
| SIXD | AllianzIM U.S. Equity 6 Month Buffer10 Jun/Dec ETF | $387M | +10.5% ✓ |
| JUNW | AllianzIM U.S. Equity Buffer20 Jun ETF | $382M | +6.3% ✓ |
| JANW | AllianzIM U.S. Equity Buffer20 Jan ETF | $257M | +9.2% ✓ |
| JULW | AllianzIM U.S. Equity Buffer20 Jul ETF | $256M | +7.9% ✓ |
The past year. Win % counts funds, not dollars; money made is estimated from each fund’s assets and return. Categories with fewer than 3 funds on a side are flagged. Not advice.