Compare · 2 funds side by side · dividends reinvested

ROAM and JEPQ

ROAMHartford×JEPQJ.P. Morgan×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,016ROAM · best of the two

02 / 04

ROAM and JEPQ, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.17%+8.5%+9.3%+20.3%[…]−8.8%15.5%$42.1B1.4

Hartford Multifactor Emerging Markets ETFInternational · Emerging0.44%2.48%+18.0%+19.6%+23.2%+11.2%−11.1%18.2%$100M1.5

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

End-of-day Nov 4, 2026 · returns include dividends · since: ROAM 2015 · JEPQ 2022

Head to Head

Swap sides Versus in desk

Head to Head

Hartford Multifactor Emerging Markets ETF · $100M$17,016

ROAM

JEPQ

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

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

ROAMMeasureJEPQ

+18.0%Year to dateJan 1 → Nov 4+8.5%

+19.6%1 yearTotal return+9.3%

+23.2%3 years · per year$10,000 became $18,698 · $17,406+20.3%

+11.2%5 years · per year$10,000 became $17,016 · […][…]

0.44%Expense ratio$44 · $35 a year on $10k · lower is better0.35%

2.48%Trailing 12-mo yield$248 · $1,217 a year on $10k12.17%

−11.1%Worst dropSmaller is better−8.8%

18.2%VolatilityLower is calmer15.5%

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

3–4JEPQ wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

ROAM vs JEPQ: Top 5 Holdings

Today

ROAM

5.4%in top 5

JEPQ

in top 527.9%

ROAMStockJEPQ

not top 5NVDA7.1%

not top 5AAPL6.8%

not top 5MSFT5.6%

not top 5MU4.2%

not top 5GOOG4.1%

1.1%TCS.BOnot top 5

1.1%TECHM.BOnot top 5

1.1%2379.TWnot top 5

1.0%INFYnot top 5

1.0%5274.TWOnot top 5

Held in common0.0%

End-of-day Nov 4, 2026 · share of each fund

ROAM vs JEPQ Returns, Every Period

HartfordROAM

+19.6%

past year

JEPQJ.P. Morgan

+9.3%

past year

ROAMJEPQFaded: behind in that period

3–0ROAM wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

International vs Income: ROAM vs JEPQ

YTD

HartfordROAM

+18.0%

JEPQJ.P. Morgan

+8.5%

+18.0%Year to date+8.5%

−11.1%Worst drop · 1Y−8.8%

18.2%Volatility · 1Y15.5%

2.5%Yield12.2%

$100MAssets$42.1B

3–1JEPQ wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: ROAM, JEPQ

Today

0.35%lowest, JEPQ

FundExpense ratioFee$10k

JEPQ0.35%$35

ROAM0.44%$44

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: ROAM, JEPQ

12.17%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.17%$1,217

ROAM2.48%$248

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$1,182most kept, JEPQ

JEPQ$1,217 − $35 = $1,182

ROAM$248 − $44 = $204

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: ROAM, JEPQ

Today

0.0%most shared, ROAM and JEPQ

ROAMJEPQ

ROAM—0.0%

JEPQ0.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+19.6%ROAM, at 18.2% volatility

JEPQWorst drop−8.8%15.5% vol

ROAMWorst drop−11.1%18.2% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQROAM

+8.5%Year to date+18.0%

12.2%Yield2.5%

+9.3%Past year+19.6%

0.35%Fee0.44%

2–2level

End-of-day Nov 4, 2026

Popular Pairs Near These Two

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026