Compare · 3 funds side by side · dividends reinvested

ROM, JEPI and VIG

ROMProShares×JEPIJ.P. Morgan×VIGVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$18,868ROM · best of the three

02 / 04

ROM, JEPI and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.50%+12.1%+14.3%+18.6%+10.2%−7.9%10.8%$109B1.8

ProShares - Ultra TechnologyLeveraged · 2x0.93%0.04%+16.8%+9.7%+39.9%+13.5%−37.3%57.3%$930M2.1

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%8.09%+5.3%+8.2%+10.7%+7.1%−6.7%8.8%$46.8B2.1

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: ROM 2007 · JEPI 2020 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

ProShares - Ultra Technology · $930M$18,868

ROM

JEPI

JPMorgan Equity Premium Income ETF · $46.8B$14,118

$10,000 five years ago, dividends reinvested · they hold 13.6% in common

ROMMeasureJEPI

+16.8%Year to dateJan 1 → Nov 6+5.3%

+9.7%1 yearTotal return+8.2%

+39.9%3 years · per year$10,000 became $27,382 · $13,562+10.7%

+13.5%5 years · per year$10,000 became $18,868 · $14,118+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%

57.3%VolatilityLower is calmer8.8%

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

4–4Level

End-of-day Nov 6, 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

38.7%in top 5

JEPI

in top 59.9%

ROMStockJEPI

11.8%AAPL2.0%

10.3%NVDAnot top 5

9.3%MSFT2.0%

4.0%IQMMnot top 5

3.3%AVGOnot top 5

not top 5MA2.1%

not top 5MMM1.9%

not top 5NEE1.9%

Held in common13.6%

End-of-day Nov 6, 2026 · share of each fund

ROM vs JEPI Returns, Every Period

ProSharesROM

+13.5%

5 years, per year

JEPIJ.P. Morgan

+7.1%

5 years, per year

ROMJEPIFaded: behind in that period

4–0ROM wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Leveraged vs Income: ROM vs JEPI

YTD

ProSharesROM

+16.8%

JEPIJ.P. Morgan

+5.3%

+16.8%Year to date+5.3%

−37.3%Worst drop · 1Y−6.7%

57.3%Volatility · 1Y8.8%

0.0%Yield8.1%

$930MAssets$46.8B

3–1JEPI wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: ROM, JEPI, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

JEPI0.35%$35

ROM0.93%$93

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: ROM, JEPI, VIG

8.09%highest, JEPI

FundTrailing yieldYield$10k

JEPI8.09%$809

VIG1.50%$150

ROM0.04%$4

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$774most kept, JEPI

JEPI$809 − $35 = $774

VIG$150 − $4 = $146

ROM$4 − $93 = −$89

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: ROM, JEPI, VIG

Today

30.7%most shared, JEPI and VIG

ROMJEPIVIG

ROM—13.6%24.1%

JEPI13.6%—30.7%

VIG24.1%30.7%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+14.3%VIG, at 10.8% volatility

JEPIWorst drop−6.7%8.8% vol

VIGWorst drop−7.9%10.8% vol

ROMWorst drop−37.3%57.3% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

JEPIROM

+5.3%Year to date+16.8%

8.1%Yield0.0%

+8.2%Past year+9.7%

0.35%Fee0.93%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.9BAssets$109B

2–0DGRO wins

End-of-day Nov 6, 2026