Compare · 2 funds side by side · dividends reinvested

SSO and JEPQ

SSOProShares×JEPQJ.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 JEPQ, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.17%+8.5%+9.3%+20.3%[…]−8.8%15.5%$42.1B1.4

ProShares - Ultra S&P500Leveraged · 2x0.88%0.68%+20.9%+19.7%+41.8%+16.5%−18.2%25.6%$8.4B1.5

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 · JEPQ 2022

Head to Head

Swap sides Versus in desk

Head to Head

JPMorgan Nasdaq Equity Premium Income ETF · $42.1B[…]

JEPQ

SSO

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

$10,000 five years ago, dividends reinvested · they hold 36.0% in common

JEPQMeasureSSO

+8.5%Year to dateJan 1 → Nov 4+20.9%

+9.3%1 yearTotal return+19.7%

+20.3%3 years · per year$10,000 became $17,406 · $28,533+41.8%

[…]5 years · per year$10,000 became […] · $21,501+16.5%

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

12.17%Trailing 12-mo yield$1,217 · $68 a year on $10k0.68%

−8.8%Worst dropSmaller is better−18.2%

15.5%VolatilityLower is calmer25.6%

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

4–3JEPQ wins

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

More Ways to See the Pairs

JEPQ vs SSO: Top 5 Holdings

Today

JEPQ

27.9%in top 5

SSO

in top 533.2%

JEPQStockSSO

not top 5IQMM16.1%

7.1%NVDA5.3%

6.8%AAPL5.1%

5.6%MSFT4.1%

4.2%MUnot top 5

4.1%GOOGnot top 5

not top 5AMZN2.6%

Held in common36.0%

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

JEPQ vs SSO Returns, Every Period

J.P. MorganJEPQ

+9.3%

past year

SSOProShares

+19.7%

past year

JEPQSSOFaded: behind in that period

0–3SSO wins

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

Income vs Leveraged: JEPQ vs SSO

YTD

J.P. MorganJEPQ

+8.5%

SSOProShares

+20.9%

+8.5%Year to date+20.9%

−8.8%Worst drop · 1Y−18.2%

15.5%Volatility · 1Y25.6%

12.2%Yield0.7%

$42.1BAssets$8.4B

3–1JEPQ wins

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

Cost, Income and Risk

Fees: SSO, JEPQ

Today

0.35%lowest, JEPQ

FundExpense ratioFee$10k

JEPQ0.35%$35

SSO0.88%$88

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

Yields: SSO, JEPQ

12.17%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.17%$1,217

SSO0.68%$68

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

Income After Fees on $10,000

$1,182most kept, JEPQ

JEPQ$1,217 − $35 = $1,182

SSO$68 − $88 = −$20

KeptFee

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

Overlap: SSO, JEPQ

Today

36.0%most shared, SSO and JEPQ

SSOJEPQ

SSO—36.0%

JEPQ36.0%—

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

JEPQWorst drop−8.8%15.5% 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

JEPQSSO

+8.5%Year to date+20.9%

12.2%Yield0.7%

+9.3%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