Compare · 3 funds side by side · dividends reinvested

ROM, JEPI and SCHD

ROMProShares×JEPIJ.P. Morgan×SCHDSchwab×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$18,618ROM · best of the three

02 / 04

ROM, JEPI and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.98%+32.3%+38.7%+20.3%+10.4%−6.9%11.7%$120B1.6

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%8.09%+5.2%+8.3%+11.0%+7.1%−6.7%8.8%$46.8B2.0

ProShares - Ultra TechnologyLeveraged · 2x0.93%0.04%+13.7%+7.5%+40.5%+13.2%−37.3%57.2%$930M2.4

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: ROM 2007 · JEPI 2020 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

ProShares - Ultra Technology · $930M$18,618

ROM

JEPI

JPMorgan Equity Premium Income ETF · $46.8B$14,108

$10,000 five years ago, dividends reinvested · they hold 14.2% in common

ROMMeasureJEPI

+13.7%Year to dateJan 1 → Nov 5+5.2%

+7.5%1 yearTotal return+8.3%

+40.5%3 years · per year$10,000 became $27,720 · $13,674+11.0%

+13.2%5 years · per year$10,000 became $18,618 · $14,108+7.1%

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

0.04%Trailing 12-mo yield$4 · $809 a year on $10k8.09%

−37.3%Worst dropSmaller is better−6.7%

57.2%VolatilityLower is calmer8.8%

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

3–5JEPI wins

End-of-day Nov 5, 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

34.1%in top 5

JEPI

in top 59.9%

ROMStockJEPI

10.0%AAPL1.9%

9.5%NVDAnot top 5

8.1%MSFT2.0%

3.3%IQMMnot top 5

3.0%AVGOnot top 5

not top 5MA2.0%

not top 5MMM1.9%

not top 5V1.9%

Held in common14.2%

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

ROM vs JEPI Returns, Every Period

ProSharesROM

+13.2%

5 years, per year

JEPIJ.P. Morgan

+7.1%

5 years, per year

ROMJEPIFaded: behind in that period

3–1ROM wins

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

Leveraged vs Income: ROM vs JEPI

YTD

ProSharesROM

+13.7%

JEPIJ.P. Morgan

+5.2%

+13.7%Year to date+5.2%

−37.3%Worst drop · 1Y−6.7%

57.2%Volatility · 1Y8.8%

0.0%Yield8.1%

$930MAssets$46.8B

3–1JEPI wins

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

Cost, Income and Risk

Fees: ROM, JEPI, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

JEPI0.35%$35

ROM0.93%$93

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

Yields: ROM, JEPI, SCHD

8.09%highest, JEPI

FundTrailing yieldYield$10k

JEPI8.09%$809

SCHD2.98%$298

ROM0.04%$4

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

Income After Fees on $10,000

$774most kept, JEPI

JEPI$809 − $35 = $774

SCHD$298 − $6 = $292

ROM$4 − $93 = −$89

KeptFee

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

Overlap: ROM, JEPI, SCHD

Today

14.2%most shared, ROM and JEPI

ROMJEPISCHD

ROM—14.2%2.5%

JEPI14.2%—8.1%

SCHD2.5%8.1%—

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

Return vs Bumpiness: 3 ETFs

+38.7%SCHD, at 11.7% volatility

JEPIWorst drop−6.7%8.8% vol

SCHDWorst drop−6.9%11.7% vol

ROMWorst drop−37.3%57.2% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

JEPISCHD

+5.2%Year to date+32.3%

8.1%Yield3.0%

+8.3%Past year+38.7%

0.35%Fee0.06%

3–1SCHD 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%

$120BAssets$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%

$42.6BAssets$46.8B

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$819B

2–0SPYM wins

End-of-day Nov 5, 2026