Compare · 2 funds side by side · dividends reinvested

SSO and JEPI

SSOProShares×JEPIJ.P. Morgan×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$20,633SSO · best of the two

02 / 04

SSO and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

ProShares - Ultra S&P500Leveraged · 2x0.88%0.71%+17.1%+16.4%+41.5%+15.6%−18.2%25.4%$8.4B1.5

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.96%+7.0%+9.8%+12.4%+7.4%−6.7%7.9%$46.0B1.5

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

End-of-day Nov 3, 2026 · returns include dividends · since: SSO 2006 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

ProShares - Ultra S&P500 · $8.4B$20,633

SSO

JEPI

JPMorgan Equity Premium Income ETF · $46.0B$14,322

$10,000 five years ago, dividends reinvested · they hold 32.6% in common

SSOMeasureJEPI

+17.1%Year to dateJan 1 → Nov 3+7.0%

+16.4%1 yearTotal return+9.8%

+41.5%3 years · per year$10,000 became $28,308 · $14,201+12.4%

+15.6%5 years · per year$10,000 became $20,633 · $14,322+7.4%

0.88%Expense ratio$88 · $35 a year on $10k · lower is better0.35%

0.71%Trailing 12-mo yield$71 · $796 a year on $10k7.96%

−18.2%Worst dropSmaller is better−6.7%

25.4%VolatilityLower is calmer7.9%

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

4–4Level

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

More Ways to See the Pairs

SSO vs JEPI: Top 5 Holdings

Today

SSO

33.0%in top 5

JEPI

in top 59.5%

SSOStockJEPI

15.7%IQMMnot top 5

5.3%AAPL1.9%

5.3%NVDAnot top 5

4.1%MSFT1.9%

2.6%AMZNnot top 5

not top 5MA2.0%

not top 5V1.9%

not top 5NEE1.8%

Held in common32.6%

End-of-day Nov 3, 2026 · share of each fund

SSO vs JEPI Returns, Every Period

ProSharesSSO

+15.6%

5 years, per year

JEPIJ.P. Morgan

+7.4%

5 years, per year

SSOJEPIFaded: behind in that period

4–0SSO wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

Leveraged vs Income: SSO vs JEPI

YTD

ProSharesSSO

+17.1%

JEPIJ.P. Morgan

+7.0%

+17.1%Year to date+7.0%

−18.2%Worst drop · 1Y−6.7%

25.4%Volatility · 1Y7.9%

0.7%Yield8.0%

$8.4BAssets$46.0B

3–1JEPI wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SSO, JEPI

Today

0.35%lowest, JEPI

FundExpense ratioFee$10k

JEPI0.35%$35

SSO0.88%$88

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: SSO, JEPI

7.96%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.96%$796

SSO0.71%$71

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$761most kept, JEPI

JEPI$796 − $35 = $761

SSO$71 − $88 = −$17

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: SSO, JEPI

Today

32.6%most shared, SSO and JEPI

SSOJEPI

SSO—32.6%

JEPI32.6%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+16.4%SSO, at 25.4% volatility

JEPIWorst drop−6.7%7.9% vol

SSOWorst drop−18.2%25.4% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

JEPISSO

+7.0%Year to date+17.1%

8.0%Yield0.7%

+9.8%Past year+16.4%

0.35%Fee0.88%

2–2level

End-of-day Nov 3, 2026

Popular Pairs Near These Two

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026