UMARvsJEPIETF Comparison
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Innovator U.S. Equity Ultra Buffer ETF - March (UMAR) and JPMorgan Equity Premium Income ETF (JEPI) belong to the same industry segment: Options Strategies. UMAR is more expensive with a Total Expense Ratio (TER) of 0.79%, versus 0.35% for JEPI. UMAR is up 8.91% year-to-date (YTD) with +$9M in YTD flows. JEPI performs worse with 6.2% YTD performance, and +$4.38B in YTD flows. Run a side-by-side ETF comparison of UMAR and JEPI below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.
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UMAR vs JEPI performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 10/27/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | UMAR JEPI | +0.59%+1.87% | +2.94%+2.10% | +8.91%+6.20% | +10.40%+7.56% | +49.39%+40.86% | +47.48%+42.97% |
| Flows | UMAR JEPI | -$2M-$146M | -$55M+$279M | +$9M+$4.38B | -$56M+$4.96B | +$46M+$14.48B | +$56M+$41.36B |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | UMAR JEPI | +3.94%+6.30% | +4.95%+8.09% | +6.57%+10.03% | +6.98%+11.15% |
| Max drawdown | UMAR JEPI | -0.72%-3.20% | -3.74%-6.70% | -7.40%-13.24% | -8.87%-13.83% |
| Max drawdown duration | UMAR JEPI | 15d63d | 40d156d | 73d180d | 483d420d |
Trading data
UMAR | JEPI | |
Last sale 10/28/2026 at 1:30 PM | $43.52 | $57.45 |
| Previous close 10/27/2026 | $43.45 | $57.23 |
| Consolidated volume 10/27/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
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Main metrics
Last update 10/28/2026 at 1:30 PM
Live
Closed
UMAR | JEPI | |
|---|---|---|
| Last price | $43.52 | $57.45 |
| 1D performance | +0.16% | +0.38% |
| AuM | $142.51 M | $45.92 B |
| E/R | 0.79% | 0.35% |
Characteristics
UMAR | JEPI | |
|---|---|---|
| Management strategy | Active | Active |
| Provider | Innovator | J.P. Morgan Asset Management |
| Benchmark | - | - |
| N° of holdings | - | - |
| Asset class | - | - |
| Trailing 12m distribution yield | Join | Join |
| Inception date | March 2, 2020 | May 20, 2020 |
| ESG | No | No |
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Exposure
Countries
UMAR
Data will be available soon
JEPI
Data will be available soon
Sectors
UMAR
Data will be available soon
JEPI
Data will be available soon
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Diversification
UMAR
Data will be available soon
JEPI
Data will be available soon
Top 15 holdings
Data as of January 1, 1970
UMAR
Data will be available soon
JEPI
Data will be available soon
Frequently asked questions about UMAR and JEPI
How have the UMAR and JEPI ETFs performed in 2026?
As of October 27, 2026, UMAR is up 8.91% year-to-date (YTD), while JEPI has returned 6.2%. That puts UMAR better performer ahead so far this year.
Which ETF is attracting more investor money: UMAR or JEPI?
Year-to-date, the UMAR ETF saw +$9M in flows, compared to +$4.38B for JEPI.
Which ETF is more volatile: UMAR or JEPI?
Over the past year, UMAR had a volatility of 4.95%, while JEPI experienced 8.09%.
Which ETF is bigger: UMAR or JEPI?
As of October 27, 2026, UMAR holds $142.51 M in assets under management (AUM), while JEPI manages $45.92 B.
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