Compare · 2 funds side by side · dividends reinvested

JEPI and SSO

JEPIJ.P. Morgan×SSOProShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$19,240SSO · best of the two

02 / 04

JEPI and SSO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%8.09%+5.2%+8.3%+11.0%+7.1%−6.7%8.8%$46.1B1.5

ProShares - Ultra S&P500Leveraged · 2x0.88%0.75%+10.3%+11.9%+37.0%+14.0%−18.2%27.1%$8.4B1.5

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: JEPI 2020 · SSO 2006

Head to Head

Swap sides Versus in desk

Head to Head

JPMorgan Equity Premium Income ETF · $46.1B$14,108

JEPI

SSO

ProShares - Ultra S&P500 · $8.4B$19,240

$10,000 five years ago, dividends reinvested · they hold 31.2% in common

JEPIMeasureSSO

+5.2%Year to dateJan 1 → Nov 5+10.3%

+8.3%1 yearTotal return+11.9%

+11.0%3 years · per year$10,000 became $13,674 · $25,723+37.0%

+7.1%5 years · per year$10,000 became $14,108 · $19,240+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 5, 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 533.6%

JEPIStockSSO

not top 5IQMM17.4%

1.9%AAPL4.9%

not top 5NVDA4.7%

2.0%MSFT4.0%

not top 5AMZN2.5%

2.0%MAnot top 5

1.9%MMMnot top 5

1.9%Vnot top 5

Held in common31.2%

End-of-day Nov 5, 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 5, 2026 · dividends in · faded = behind in that period

Income vs Leveraged: JEPI vs SSO

YTD

J.P. MorganJEPI

+5.2%

SSOProShares

+10.3%

+5.2%Year to date+10.3%

−6.7%Worst drop · 1Y−18.2%

8.8%Volatility · 1Y27.1%

8.1%Yield0.7%

$46.1BAssets$8.4B

3–1JEPI wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: JEPI, SSO

Today

0.35%lowest, JEPI

FundExpense ratioFee$10k

JEPI0.35%$35

SSO0.88%$88

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: JEPI, SSO

8.09%highest, JEPI

FundTrailing yieldYield$10k

JEPI8.09%$809

SSO0.75%$75

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$774most kept, JEPI

JEPI$809 − $35 = $774

SSO$75 − $88 = −$13

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: JEPI, SSO

Today

31.2%most shared, JEPI and SSO

JEPISSO

JEPI—31.2%

SSO31.2%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+11.9%SSO, at 27.1% volatility

JEPIWorst drop−6.7%8.8% vol

SSOWorst drop−18.2%27.1% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

JEPISSO

+5.2%Year to date+10.3%

8.1%Yield0.7%

+8.3%Past year+11.9%

0.35%Fee0.88%

2–2level

End-of-day Nov 5, 2026

Popular Pairs Near These Two

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026