Compare · 3 funds side by side · dividends reinvested

ROM, JEPQ and JEPI

ROMProShares×JEPQJ.P. Morgan×JEPIJ.P. Morgan×

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

02 / 04

ROM, JEPQ and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.83%+8.8%+11.9%+12.6%+7.9%−6.7%8.1%$46.1B1.8

ProShares - Ultra TechnologyLeveraged · 2x0.93%0.03%+35.2%+21.2%+49.5%+17.7%−31.3%54.8%$1.1B2.0

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.17%+8.5%+9.3%+20.3%[…]−8.8%15.5%$42.1B2.0

Rank among the three1st → 3rdFee, 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 · JEPQ 2022 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

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

ROM

JEPQ

JPMorgan Nasdaq Equity Premium Income ETF · $42.1B[…]

$10,000 five years ago, dividends reinvested · they hold 40.1% in common

ROMMeasureJEPQ

+35.2%Year to dateJan 1 → Nov 4+8.5%

+21.2%1 yearTotal return+9.3%

+49.5%3 years · per year$10,000 became $33,421 · $17,406+20.3%

+17.7%5 years · per year$10,000 became $22,582 · […][…]

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

0.03%Trailing 12-mo yield$3 · $1,217 a year on $10k12.17%

−31.3%Worst dropSmaller is better−8.8%

54.8%VolatilityLower is calmer15.5%

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

3–4JEPQ wins

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 JEPQ: Top 5 Holdings

Today

ROM

33.4%in top 5

JEPQ

in top 527.9%

ROMStockJEPQ

9.8%NVDA7.1%

9.5%AAPL6.8%

7.6%MSFT5.6%

not top 5MU4.2%

not top 5GOOG4.1%

3.3%IQMMnot top 5

3.1%AVGOnot top 5

Held in common40.1%

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

ROM vs JEPQ Returns, Every Period

ProSharesROM

+21.2%

past year

JEPQJ.P. Morgan

+9.3%

past year

ROMJEPQFaded: behind in that period

3–0ROM wins

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

Leveraged vs Income: ROM vs JEPQ

YTD

ProSharesROM

+35.2%

JEPQJ.P. Morgan

+8.5%

+35.2%Year to date+8.5%

−31.3%Worst drop · 1Y−8.8%

54.8%Volatility · 1Y15.5%

0.0%Yield12.2%

$1.1BAssets$42.1B

3–1JEPQ wins

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

Cost, Income and Risk

Fees: ROM, JEPQ, JEPI

Today

0.35%lowest, JEPQ

FundExpense ratioFee$10k

JEPQ0.35%$35

JEPI0.35%$35

ROM0.93%$93

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

Yields: ROM, JEPQ, JEPI

12.17%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.17%$1,217

JEPI7.83%$783

ROM0.03%$3

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

Income After Fees on $10,000

$1,182most kept, JEPQ

JEPQ$1,217 − $35 = $1,182

JEPI$783 − $35 = $748

ROM$3 − $93 = −$90

KeptFee

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

Overlap: ROM, JEPQ, JEPI

Today

40.1%most shared, ROM and JEPQ

ROMJEPQJEPI

ROM—40.1%14.4%

JEPQ40.1%—27.0%

JEPI14.4%27.0%—

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

Return vs Bumpiness: 3 ETFs

+21.2%ROM, at 54.8% volatility

JEPIWorst drop−6.7%8.1% vol

JEPQWorst drop−8.8%15.5% 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

JEPQROM

+8.5%Year to date+35.2%

12.2%Yield0.0%

+9.3%Past year+21.2%

0.35%Fee0.93%

2–2level

End-of-day Nov 4, 2026

Popular Pairs Near These Three

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