Compare · 2 funds side by side · dividends reinvested

ROM and JEPI

ROMProShares×JEPIJ.P. Morgan×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$22,582ROM · best of the two

02 / 04

ROM and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

ProShares - Ultra TechnologyLeveraged · 2x0.93%0.03%+35.2%+21.2%+49.5%+17.7%−31.3%54.8%$1.1B1.5

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.83%+8.8%+11.9%+12.6%+7.9%−6.7%8.1%$46.1B1.5

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: ROM 2007 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

ProShares - Ultra Technology · $1.1B$22,582

ROM

JEPI

JPMorgan Equity Premium Income ETF · $46.1B$14,635

$10,000 five years ago, dividends reinvested · they hold 14.4% in common

ROMMeasureJEPI

+35.2%Year to dateJan 1 → Nov 4+8.8%

+21.2%1 yearTotal return+11.9%

+49.5%3 years · per year$10,000 became $33,421 · $14,269+12.6%

+17.7%5 years · per year$10,000 became $22,582 · $14,635+7.9%

0.93%Expense ratio$93 · $35 a year on $10k · lower is better0.35%

0.03%Trailing 12-mo yield$3 · $783 a year on $10k7.83%

−31.3%Worst dropSmaller is better−6.7%

54.8%VolatilityLower is calmer8.1%

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

4–4Level

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

More Ways to See the Pairs

ROM vs JEPI: Top 5 Holdings

Today

ROM

33.4%in top 5

JEPI

in top 59.5%

ROMStockJEPI

9.8%NVDAnot top 5

9.5%AAPL1.9%

7.6%MSFT1.9%

3.3%IQMMnot top 5

3.1%AVGOnot top 5

not top 5MA2.0%

not top 5V1.9%

not top 5NEE1.8%

Held in common14.4%

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

ROM vs JEPI Returns, Every Period

ProSharesROM

+17.7%

5 years, per year

JEPIJ.P. Morgan

+7.9%

5 years, per year

ROMJEPIFaded: behind in that period

4–0ROM wins

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

Leveraged vs Income: ROM vs JEPI

YTD

ProSharesROM

+35.2%

JEPIJ.P. Morgan

+8.8%

+35.2%Year to date+8.8%

−31.3%Worst drop · 1Y−6.7%

54.8%Volatility · 1Y8.1%

0.0%Yield7.8%

$1.1BAssets$46.1B

3–1JEPI wins

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

Cost, Income and Risk

Fees: ROM, JEPI

Today

0.35%lowest, JEPI

FundExpense ratioFee$10k

JEPI0.35%$35

ROM0.93%$93

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

Yields: ROM, JEPI

7.83%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.83%$783

ROM0.03%$3

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

Income After Fees on $10,000

$748most kept, JEPI

JEPI$783 − $35 = $748

ROM$3 − $93 = −$90

KeptFee

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

Overlap: ROM, JEPI

Today

14.4%most shared, ROM and JEPI

ROMJEPI

ROM—14.4%

JEPI14.4%—

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

Return vs Bumpiness: 2 ETFs

+21.2%ROM, at 54.8% volatility

JEPIWorst drop−6.7%8.1% vol

ROMWorst drop−31.3%54.8% vol

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

Paid More vs Made More

YTD

JEPIROM

+8.8%Year to date+35.2%

7.8%Yield0.0%

+11.9%Past year+21.2%

0.35%Fee0.93%

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