Compare · 3 funds side by side · dividends reinvested

JEPQ, SSO and VIG

JEPQJ.P. Morgan×SSOProShares×VIGVanguard×

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

02 / 04

JEPQ, SSO and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.49%+12.5%+15.2%+18.9%+10.3%−7.9%10.8%$109B1.5

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.17%+8.5%+9.3%+20.3%[…]−8.8%15.5%$42.1B2.1

ProShares - Ultra S&P500Leveraged · 2x0.88%0.75%+10.3%+11.9%+37.0%+14.0%−18.2%27.1%$8.4B2.3

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

End-of-day Nov 5, 2026 · returns include dividends · since: JEPQ 2022 · SSO 2006 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

JPMorgan Nasdaq Equity Premium Income ETF · $42.1B[…]

JEPQ

SSO

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

$10,000 five years ago, dividends reinvested · they hold 33.8% in common

JEPQMeasureSSO

+8.5%Year to dateJan 1 → Nov 5+10.3%

+9.3%1 yearTotal return+11.9%

+20.3%3 years · per year$10,000 became $17,406 · $25,723+37.0%

[…]5 years · per year$10,000 became […] · $19,240+14.0%

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

12.17%Trailing 12-mo yield$1,217 · $75 a year on $10k0.75%

−8.8%Worst dropSmaller is better−18.2%

15.5%VolatilityLower is calmer27.1%

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

4–3JEPQ wins

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

More Ways to See the Pairs

JEPQ vs SSO: Top 5 Holdings

Today

JEPQ

28.3%in top 5

SSO

in top 533.6%

JEPQStockSSO

not top 5IQMM17.4%

7.1%AAPL4.9%

6.8%NVDA4.7%

6.0%MSFT4.0%

4.2%GOOGnot top 5

4.2%AMZN2.5%

Held in common33.8%

End-of-day Nov 5, 2026 · share of each fund

JEPQ vs SSO Returns, Every Period

J.P. MorganJEPQ

+9.3%

past year

SSOProShares

+11.9%

past year

JEPQSSOFaded: behind in that period

0–3SSO wins

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

JEPQ vs VIG

YTD

J.P. MorganJEPQ

+8.5%

VIGVanguard

+12.5%

+8.5%Year to date+12.5%

−8.8%Worst drop · 1Y−7.9%

15.5%Volatility · 1Y10.8%

12.2%Yield1.5%

$42.1BAssets$109B

3–1VIG wins

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

Cost, Income and Risk

Fees: JEPQ, SSO, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

JEPQ0.35%$35

SSO0.88%$88

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

Yields: JEPQ, SSO, VIG

12.17%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.17%$1,217

VIG1.49%$149

SSO0.75%$75

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

Income After Fees on $10,000

$1,182most kept, JEPQ

JEPQ$1,217 − $35 = $1,182

VIG$149 − $4 = $145

SSO$75 − $88 = −$13

KeptFee

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

Overlap: JEPQ, SSO, VIG

Today

33.8%most shared, JEPQ and SSO

JEPQSSOVIG

JEPQ—33.8%26.3%

SSO33.8%—30.0%

VIG26.3%30.0%—

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

Return vs Bumpiness: 3 ETFs

+15.2%VIG, at 10.8% volatility

VIGWorst drop−7.9%10.8% vol

JEPQWorst drop−8.8%15.5% 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

JEPQVIG

+8.5%Year to date+12.5%

12.2%Yield1.5%

+9.3%Past year+15.2%

0.35%Fee0.04%

3–1VIG wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

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

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

DGRO vs VIG

YTD

iSharesDGRO

+17.2%

VIGVanguard

+12.5%

+17.2%Year to date+12.5%

1.9%Yield1.5%

$46.1BAssets$109B

2–0DGRO wins

End-of-day Nov 5, 2026