Compare · 2 funds side by side · dividends reinvested

ROM and JEPQ

ROMProShares×JEPQJ.P. Morgan×

Versus in desk

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

02 / 04

ROM 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%$42.6B1.3

ProShares - Ultra TechnologyLeveraged · 2x0.93%0.04%+13.7%+7.5%+40.5%+13.2%−37.3%57.2%$930M1.6

Rank among the two1st → 2ndFee, 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 · JEPQ 2022

Head to Head

Swap sides Versus in desk

Head to Head

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

ROM

JEPQ

JPMorgan Nasdaq Equity Premium Income ETF · $42.6B[…]

$10,000 five years ago, dividends reinvested · they hold 39.9% in common

ROMMeasureJEPQ

+13.7%Year to dateJan 1 → Nov 5+8.5%

+7.5%1 yearTotal return+9.3%

+40.5%3 years · per year$10,000 became $27,720 · $17,406+20.3%

+13.2%5 years · per year$10,000 became $18,618 · […][…]

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

0.04%Trailing 12-mo yield$4 · $1,217 a year on $10k12.17%

−37.3%Worst dropSmaller is better−8.8%

57.2%VolatilityLower is calmer15.5%

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

2–5JEPQ 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 JEPQ: Top 5 Holdings

Today

ROM

34.1%in top 5

JEPQ

in top 528.3%

ROMStockJEPQ

10.0%AAPL7.1%

9.5%NVDA6.8%

8.1%MSFT6.0%

not top 5GOOG4.2%

not top 5AMZN4.2%

3.3%IQMMnot top 5

3.0%AVGOnot top 5

Held in common39.9%

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

ROM vs JEPQ Returns, Every Period

ProSharesROM

+7.5%

past year

JEPQJ.P. Morgan

+9.3%

past year

ROMJEPQFaded: behind in that period

2–1ROM wins

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

Leveraged vs Income: ROM vs JEPQ

YTD

ProSharesROM

+13.7%

JEPQJ.P. Morgan

+8.5%

+13.7%Year to date+8.5%

−37.3%Worst drop · 1Y−8.8%

57.2%Volatility · 1Y15.5%

0.0%Yield12.2%

$930MAssets$42.6B

3–1JEPQ wins

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

Cost, Income and Risk

Fees: ROM, JEPQ

Today

0.35%lowest, JEPQ

FundExpense ratioFee$10k

JEPQ0.35%$35

ROM0.93%$93

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

Yields: ROM, JEPQ

12.17%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.17%$1,217

ROM0.04%$4

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

Income After Fees on $10,000

$1,182most kept, JEPQ

JEPQ$1,217 − $35 = $1,182

ROM$4 − $93 = −$89

KeptFee

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

Overlap: ROM, JEPQ

Today

39.9%most shared, ROM and JEPQ

ROMJEPQ

ROM—39.9%

JEPQ39.9%—

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

Return vs Bumpiness: 2 ETFs

+9.3%JEPQ, at 15.5% volatility

JEPQWorst drop−8.8%15.5% 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

JEPQROM

+8.5%Year to date+13.7%

12.2%Yield0.0%

+9.3%Past year+7.5%

0.35%Fee0.93%

3–1JEPQ wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

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

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

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