Compare · 3 funds side by side · dividends reinvested

JEPQ, SSO and VYM

JEPQJ.P. Morgan×SSOProShares×VYMVanguard×

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 VYM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard High Dividend Yield ETFIncome · Dividend stocks0.04%2.30%+13.3%+17.7%+20.0%+11.2%−6.7%10.6%$78.9B1.5

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 · VYM 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 VYM

YTD

J.P. MorganJEPQ

+8.5%

VYMVanguard

+13.3%

+8.5%Year to date+13.3%

−8.8%Worst drop · 1Y−6.7%

15.5%Volatility · 1Y10.6%

12.2%Yield2.3%

$42.1BAssets$78.9B

3–1VYM wins

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

Cost, Income and Risk

Fees: JEPQ, SSO, VYM

Today

0.04%lowest, VYM

FundExpense ratioFee$10k

VYM0.04%$4

JEPQ0.35%$35

SSO0.88%$88

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

Yields: JEPQ, SSO, VYM

12.17%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.17%$1,217

VYM2.30%$230

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

VYM$230 − $4 = $226

SSO$75 − $88 = −$13

KeptFee

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

Overlap: JEPQ, SSO, VYM

Today

33.8%most shared, JEPQ and SSO

JEPQSSOVYM

JEPQ—33.8%12.1%

SSO33.8%—22.6%

VYM12.1%22.6%—

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

Return vs Bumpiness: 3 ETFs

+17.7%VYM, at 10.6% volatility

VYMWorst drop−6.7%10.6% 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

JEPQVYM

+8.5%Year to date+13.3%

12.2%Yield2.3%

+9.3%Past year+17.7%

0.35%Fee0.04%

3–1VYM 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

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