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$18,868ROM · 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%12.79%+3.2%+4.5%+17.4%[…]−11.5%16.7%$40.7B1.4

ProShares - Ultra TechnologyLeveraged · 2x0.93%0.04%+16.8%+9.7%+39.9%+13.5%−37.3%57.3%$962M1.5

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: ROM 2007 · JEPQ 2022

Head to Head

Swap sides Versus in desk

Head to Head

ProShares - Ultra Technology · $962M$18,868

ROM

JEPQ

JPMorgan Nasdaq Equity Premium Income ETF · $40.7B[…]

$10,000 five years ago, dividends reinvested · they hold 40.0% in common

ROMMeasureJEPQ

+16.8%Year to dateJan 1 → Nov 6+3.2%

+9.7%1 yearTotal return+4.5%

+39.9%3 years · per year$10,000 became $27,382 · $16,202+17.4%

+13.5%5 years · per year$10,000 became $18,868 · […][…]

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

0.04%Trailing 12-mo yield$4 · $1,279 a year on $10k12.79%

−37.3%Worst dropSmaller is better−11.5%

57.3%VolatilityLower is calmer16.7%

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

3–4JEPQ wins

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 JEPQ: Top 5 Holdings

Today

ROM

38.7%in top 5

JEPQ

in top 528.9%

ROMStockJEPQ

11.8%AAPL7.4%

10.3%NVDA6.6%

9.3%MSFT6.1%

not top 5GOOG4.4%

not top 5AMZN4.4%

4.0%IQMMnot top 5

3.3%AVGOnot top 5

Held in common40.0%

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

ROM vs JEPQ Returns, Every Period

ProSharesROM

+9.7%

past year

JEPQJ.P. Morgan

+4.5%

past year

ROMJEPQFaded: behind in that period

3–0ROM wins

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

Leveraged vs Income: ROM vs JEPQ

YTD

ProSharesROM

+16.8%

JEPQJ.P. Morgan

+3.2%

+16.8%Year to date+3.2%

−37.3%Worst drop · 1Y−11.5%

57.3%Volatility · 1Y16.7%

0.0%Yield12.8%

$962MAssets$40.7B

3–1JEPQ wins

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

Yields: ROM, JEPQ

12.79%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.79%$1,279

ROM0.04%$4

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

Income After Fees on $10,000

$1,244most kept, JEPQ

JEPQ$1,279 − $35 = $1,244

ROM$4 − $93 = −$89

KeptFee

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

Overlap: ROM, JEPQ

Today

40.0%most shared, ROM and JEPQ

ROMJEPQ

ROM—40.0%

JEPQ40.0%—

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

Return vs Bumpiness: 2 ETFs

+9.7%ROM, at 57.3% volatility

JEPQWorst drop−11.5%16.7% 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

JEPQROM

+3.2%Year to date+16.8%

12.8%Yield0.0%

+4.5%Past year+9.7%

0.35%Fee0.93%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Two

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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026