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$16,643ROAM · 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%12.28%+7.5%+8.6%+20.4%[…]−8.8%15.5%$41.8B1.4

Hartford Multifactor Emerging Markets ETFInternational · Emerging0.44%2.52%+16.1%+18.5%+22.9%+10.7%−11.1%18.1%$102M1.5

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

End-of-day Nov 3, 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 · $102M$16,643

ROAM

JEPQ

JPMorgan Nasdaq Equity Premium Income ETF · $41.8B[…]

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

ROAMMeasureJEPQ

+16.1%Year to dateJan 1 → Nov 3+7.5%

+18.5%1 yearTotal return+8.6%

+22.9%3 years · per year$10,000 became $18,571 · $17,450+20.4%

+10.7%5 years · per year$10,000 became $16,643 · […][…]

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

2.52%Trailing 12-mo yield$252 · $1,228 a year on $10k12.28%

−11.1%Worst dropSmaller is better−8.8%

18.1%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 3, 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 527.5%

ROAMStockJEPQ

not top 5NVDA6.9%

not top 5AAPL6.9%

not top 5MSFT5.5%

not top 5GOOG4.1%

not top 5MU4.1%

1.1%TCS.BOnot top 5

1.1%TECHM.BOnot top 5

1.1%2379.TWnot top 5

1.1%5274.TWOnot top 5

1.1%INFYnot top 5

Held in common0.0%

End-of-day Nov 3, 2026 · share of each fund

ROAM vs JEPQ Returns, Every Period

HartfordROAM

+18.5%

past year

JEPQJ.P. Morgan

+8.6%

past year

ROAMJEPQFaded: behind in that period

3–0ROAM wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

International vs Income: ROAM vs JEPQ

YTD

HartfordROAM

+16.1%

JEPQJ.P. Morgan

+7.5%

+16.1%Year to date+7.5%

−11.1%Worst drop · 1Y−8.8%

18.1%Volatility · 1Y15.5%

2.5%Yield12.3%

$102MAssets$41.8B

3–1JEPQ wins

End-of-day Nov 3, 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 3, 2026 · fee on $10,000 a year

Yields: ROAM, JEPQ

12.28%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.28%$1,228

ROAM2.52%$252

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$1,193most kept, JEPQ

JEPQ$1,228 − $35 = $1,193

ROAM$252 − $44 = $208

KeptFee

End-of-day Nov 3, 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 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+18.5%ROAM, at 18.1% volatility

JEPQWorst drop−8.8%15.5% vol

ROAMWorst drop−11.1%18.1% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQROAM

+7.5%Year to date+16.1%

12.3%Yield2.5%

+8.6%Past year+18.5%

0.35%Fee0.44%

2–2level

End-of-day Nov 3, 2026

Popular Pairs Near These Two

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026