Compare · 2 funds side by side · dividends reinvested

SAA and JEPI

SAAProShares×JEPIJ.P. Morgan×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,635JEPI · best of the two

02 / 04

SAA 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%$46.1B1.4

ProShares - Ultra SmallCap600Leveraged · 2x1.48%0.71%+34.4%+39.3%+28.5%+3.2%−19.9%32.5%$27M1.6

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

End-of-day Nov 4, 2026 · returns include dividends · since: SAA 2007 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

ProShares - Ultra SmallCap600 · $27M$11,730

SAA

JEPI

JPMorgan Equity Premium Income ETF · $46.1B$14,635

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

SAAMeasureJEPI

+34.4%Year to dateJan 1 → Nov 4+8.8%

+39.3%1 yearTotal return+11.9%

+28.5%3 years · per year$10,000 became $21,198 · $14,269+12.6%

+3.2%5 years · per year$10,000 became $11,730 · $14,635+7.9%

1.48%Expense ratio$148 · $35 a year on $10k · lower is better0.35%

0.71%Trailing 12-mo yield$71 · $783 a year on $10k7.83%

−19.9%Worst dropSmaller is better−6.7%

32.5%VolatilityLower is calmer8.1%

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

3–5JEPI wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SAA vs JEPI: Top 5 Holdings

Today

SAA

2.1%in top 5

JEPI

in top 59.5%

SAAStockJEPI

not top 5MA2.0%

not top 5MSFT1.9%

not top 5V1.9%

not top 5AAPL1.9%

not top 5NEE1.8%

0.4%VSATnot top 5

0.4%PAYCnot top 5

0.4%RHPnot top 5

0.4%PTGXnot top 5

0.4%MTCHnot top 5

Held in common0.0%

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

SAA vs JEPI Returns, Every Period

ProSharesSAA

+3.2%

5 years, per year

JEPIJ.P. Morgan

+7.9%

5 years, per year

SAAJEPIFaded: behind in that period

3–1SAA wins

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

Leveraged vs Income: SAA vs JEPI

YTD

ProSharesSAA

+34.4%

JEPIJ.P. Morgan

+8.8%

+34.4%Year to date+8.8%

−19.9%Worst drop · 1Y−6.7%

32.5%Volatility · 1Y8.1%

0.7%Yield7.8%

$27.1MAssets$46.1B

3–1JEPI wins

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

Cost, Income and Risk

Fees: SAA, JEPI

Today

0.35%lowest, JEPI

FundExpense ratioFee$10k

JEPI0.35%$35

SAA1.48%$148

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

Yields: SAA, JEPI

7.83%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.83%$783

SAA0.71%$71

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

Income After Fees on $10,000

$748most kept, JEPI

JEPI$783 − $35 = $748

SAA$71 − $148 = −$77

KeptFee

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

Overlap: SAA, JEPI

Today

0.0%most shared, SAA and JEPI

SAAJEPI

SAA—0.0%

JEPI0.0%—

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

Return vs Bumpiness: 2 ETFs

+39.3%SAA, at 32.5% volatility

JEPIWorst drop−6.7%8.1% vol

SAAWorst drop−19.9%32.5% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

JEPISAA

+8.8%Year to date+34.4%

7.8%Yield0.7%

+11.9%Past year+39.3%

0.35%Fee1.48%

2–2level

End-of-day Nov 4, 2026

Popular Pairs Near These Two

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

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