Compare · 3 funds side by side · dividends reinvested

ROSC, JEPQ and JEPI

ROSCHartford×JEPQJ.P. Morgan×JEPIJ.P. Morgan×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$15,317ROSC · best of the three

02 / 04

ROSC, JEPQ and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Hartford Multifactor Small Cap ETFUS Stock Styles · Small cap0.34%1.96%+16.7%+22.3%+18.2%+8.9%−7.8%14.0%$49M1.5

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%8.09%+5.3%+8.2%+10.7%+7.1%−6.7%8.8%$45.2B1.9

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.79%+3.2%+4.5%+17.4%[…]−11.5%16.7%$40.7B2.4

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

End-of-day Nov 6, 2026 · returns include dividends · since: ROSC 2015 · JEPQ 2022 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

Hartford Multifactor Small Cap ETF · $49M$15,317

ROSC

JEPQ

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

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

ROSCMeasureJEPQ

+16.7%Year to dateJan 1 → Nov 6+3.2%

+22.3%1 yearTotal return+4.5%

+18.2%3 years · per year$10,000 became $16,503 · $16,202+17.4%

+8.9%5 years · per year$10,000 became $15,317 · […][…]

0.34%Expense ratio$34 · $35 a year on $10k · lower is better0.35%

1.96%Trailing 12-mo yield$196 · $1,279 a year on $10k12.79%

−7.8%Worst dropSmaller is better−11.5%

14.0%VolatilityLower is calmer16.7%

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

6–1ROSC wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

ROSC vs JEPQ: Top 5 Holdings

Today

ROSC

5.7%in top 5

JEPQ

in top 528.9%

ROSCStockJEPQ

not top 5AAPL7.4%

not top 5NVDA6.6%

not top 5MSFT6.1%

not top 5GOOG4.4%

not top 5AMZN4.4%

1.2%MDnot top 5

1.2%HAEnot top 5

1.2%OSPNnot top 5

1.1%INDVnot top 5

1.0%IDTnot top 5

Held in common0.0%

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

ROSC vs JEPQ Returns, Every Period

HartfordROSC

+22.3%

past year

JEPQJ.P. Morgan

+4.5%

past year

ROSCJEPQFaded: behind in that period

3–0ROSC wins

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

Stocks vs Income: ROSC vs JEPQ

YTD

HartfordROSC

+16.7%

JEPQJ.P. Morgan

+3.2%

+16.7%Year to date+3.2%

−7.8%Worst drop · 1Y−11.5%

14.0%Volatility · 1Y16.7%

2.0%Yield12.8%

$48.7MAssets$40.7B

3–1ROSC wins

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

Cost, Income and Risk

Fees: ROSC, JEPQ, JEPI

Today

0.34%lowest, ROSC

FundExpense ratioFee$10k

ROSC0.34%$34

JEPQ0.35%$35

JEPI0.35%$35

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

Yields: ROSC, JEPQ, JEPI

12.79%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.79%$1,279

JEPI8.09%$809

ROSC1.96%$196

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

JEPI$809 − $35 = $774

ROSC$196 − $34 = $162

KeptFee

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

Overlap: ROSC, JEPQ, JEPI

Today

26.8%most shared, JEPQ and JEPI

ROSCJEPQJEPI

ROSC—0.0%0.0%

JEPQ0.0%—26.8%

JEPI0.0%26.8%—

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

Return vs Bumpiness: 3 ETFs

+22.3%ROSC, at 14.0% volatility

JEPIWorst drop−6.7%8.8% vol

ROSCWorst drop−7.8%14.0% vol

JEPQWorst drop−11.5%16.7% vol

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

Paid More vs Made More

YTD

JEPQROSC

+3.2%Year to date+16.7%

12.8%Yield2.0%

+4.5%Past year+22.3%

0.35%Fee0.34%

3–1ROSC wins

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

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