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$21,501SSO · 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%0.68%+20.9%+19.7%+41.8%+16.5%−18.2%25.6%$8.4B1.5

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.83%+8.8%+11.9%+12.6%+7.9%−6.7%8.1%$46.1B1.5

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

End-of-day Nov 4, 2026 · returns include dividends · since: SSO 2006 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

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

JEPI

SSO

ProShares - Ultra S&P500 · $8.4B$21,501

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

JEPIMeasureSSO

+8.8%Year to dateJan 1 → Nov 4+20.9%

+11.9%1 yearTotal return+19.7%

+12.6%3 years · per year$10,000 became $14,269 · $28,533+41.8%

+7.9%5 years · per year$10,000 became $14,635 · $21,501+16.5%

0.35%Expense ratio$35 · $88 a year on $10k · lower is better0.88%

7.83%Trailing 12-mo yield$783 · $68 a year on $10k0.68%

−6.7%Worst dropSmaller is better−18.2%

8.1%VolatilityLower is calmer25.6%

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

4–4Level

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

More Ways to See the Pairs

JEPI vs SSO: Top 5 Holdings

Today

JEPI

9.5%in top 5

SSO

in top 533.2%

JEPIStockSSO

not top 5IQMM16.1%

not top 5NVDA5.3%

1.9%AAPL5.1%

1.9%MSFT4.1%

not top 5AMZN2.6%

2.0%MAnot top 5

1.9%Vnot top 5

1.8%NEEnot top 5

Held in common32.6%

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

JEPI vs SSO Returns, Every Period

J.P. MorganJEPI

+7.9%

5 years, per year

SSOProShares

+16.5%

5 years, per year

JEPISSOFaded: behind in that period

0–4SSO wins

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

Income vs Leveraged: JEPI vs SSO

YTD

J.P. MorganJEPI

+8.8%

SSOProShares

+20.9%

+8.8%Year to date+20.9%

−6.7%Worst drop · 1Y−18.2%

8.1%Volatility · 1Y25.6%

7.8%Yield0.7%

$46.1BAssets$8.4B

3–1JEPI wins

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

Yields: SSO, JEPI

7.83%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.83%$783

SSO0.68%$68

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

Income After Fees on $10,000

$748most kept, JEPI

JEPI$783 − $35 = $748

SSO$68 − $88 = −$20

KeptFee

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

Return vs Bumpiness: 2 ETFs

+19.7%SSO, at 25.6% volatility

JEPIWorst drop−6.7%8.1% vol

SSOWorst drop−18.2%25.6% vol

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

Paid More vs Made More

YTD

JEPISSO

+8.8%Year to date+20.9%

7.8%Yield0.7%

+11.9%Past year+19.7%

0.35%Fee0.88%

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