Compare · 3 funds side by side · dividends reinvested

JEPI, SSO and DGRO

JEPIJ.P. Morgan×SSOProShares×DGROiShares×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$19,267SSO · best of the three

02 / 04

JEPI, SSO and DGRO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core Dividend Growth ETFIncome · Dividend stocks0.08%1.87%+16.6%+20.3%+20.7%+11.0%−6.5%10.2%$44.9B1.5

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%8.09%+5.3%+8.2%+10.7%+7.1%−6.7%8.8%$46.8B2.3

ProShares - Ultra S&P500Leveraged · 2x0.88%0.75%+10.9%+11.8%+36.3%+14.0%−18.2%27.1%$6.9B2.3

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: JEPI 2020 · SSO 2006 · DGRO 2014

Head to Head

Swap sides Versus in desk

Head to Head

JPMorgan Equity Premium Income ETF · $46.8B$14,118

JEPI

SSO

ProShares - Ultra S&P500 · $6.9B$19,267

$10,000 five years ago, dividends reinvested · they hold 32.0% in common

JEPIMeasureSSO

+5.3%Year to dateJan 1 → Nov 6+10.9%

+8.2%1 yearTotal return+11.8%

+10.7%3 years · per year$10,000 became $13,562 · $25,327+36.3%

+7.1%5 years · per year$10,000 became $14,118 · $19,267+14.0%

0.35%Expense ratio$35 · $88 a year on $10k · lower is better0.88%

8.09%Trailing 12-mo yield$809 · $75 a year on $10k0.75%

−6.7%Worst dropSmaller is better−18.2%

8.8%VolatilityLower is calmer27.1%

JEPISSO Winner of the row, in its colourEach row: the bigger of the two fills its side

4–4Level

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

JEPI vs SSO: Top 5 Holdings

Today

JEPI

9.9%in top 5

SSO

in top 536.0%

JEPIStockSSO

not top 5IQMM19.0%

2.0%AAPL5.4%

not top 5NVDA4.7%

2.0%MSFT4.2%

not top 5AMZN2.7%

2.1%MAnot top 5

1.9%MMMnot top 5

1.9%NEEnot top 5

Held in common32.0%

End-of-day Nov 6, 2026 · share of each fund

JEPI vs SSO Returns, Every Period

J.P. MorganJEPI

+7.1%

5 years, per year

SSOProShares

+14.0%

5 years, per year

JEPISSOFaded: behind in that period

0–4SSO wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

JEPI vs DGRO

YTD

J.P. MorganJEPI

+5.3%

DGROiShares

+16.6%

+5.3%Year to date+16.6%

−6.7%Worst drop · 1Y−6.5%

8.8%Volatility · 1Y10.2%

8.1%Yield1.9%

$46.8BAssets$44.9B

2–2level

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: JEPI, SSO, DGRO

Today

0.08%lowest, DGRO

FundExpense ratioFee$10k

DGRO0.08%$8

JEPI0.35%$35

SSO0.88%$88

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: JEPI, SSO, DGRO

8.09%highest, JEPI

FundTrailing yieldYield$10k

JEPI8.09%$809

DGRO1.87%$187

SSO0.75%$75

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$774most kept, JEPI

JEPI$809 − $35 = $774

DGRO$187 − $8 = $179

SSO$75 − $88 = −$13

KeptFee

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

Overlap: JEPI, SSO, DGRO

Today

34.3%most shared, JEPI and DGRO

JEPISSODGRO

JEPI—32.0%34.3%

SSO32.0%—32.5%

DGRO34.3%32.5%—

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

Return vs Bumpiness: 3 ETFs

+20.3%DGRO, at 10.2% volatility

JEPIWorst drop−6.7%8.8% vol

DGROWorst drop−6.5%10.2% vol

SSOWorst drop−18.2%27.1% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

JEPIDGRO

+5.3%Year to date+16.6%

8.1%Yield1.9%

+8.2%Past year+20.3%

0.35%Fee0.08%

3–1DGRO wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

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

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

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.9BAssets$109B

2–0DGRO wins

End-of-day Nov 6, 2026