Compare · 3 funds side by side · dividends reinvested

SSO, SCHD and JEPQ

SSOProShares×SCHDSchwab×JEPQJ.P. Morgan×

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$19,800SSO · best of the three

Story of the three · IncomeMost incomeJEPQ · 12.45% · $1,245 a year on $10k

Story of the three · RiskSmallest drop

SSO, SCHD and JEPQ, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.94%+33.8%+38.8%+19.5%+10.4%−6.9%11.8%$123B1.4

ProShares - Ultra S&P500Leveraged · 2x0.88%0.72%+15.3%+18.6%+35.6%+14.6%−18.2%27.4%$7.0B2.3

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.45%+6.0%+8.8%+17.6%[…]−11.5%16.9%$42.0B2.3

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

End-of-day Nov 10, 2026 · returns include dividends · since: SSO 2006 · SCHD 2011 · JEPQ 2022

Head to Head

Swap sides Versus in desk

Head to Head

5Y

ProShares - Ultra S&P500 · $7.0B$19,800

SSO

SCHD

Schwab U.S. Dividend Equity ETF · $123B$16,428

$10,000 five years ago, dividends reinvested · they hold 5.5% in common

SSOMeasure

More Ways to See the Pairs

SSO vs SCHD: Top 5 Holdings

Today

SSO

34.6%in top 5

SCHD

in top 521.4%

SSOStockSCHD

18.5%IQMMnot top 5

5.1%AAPLnot top 5

not top 5PG4.4%

4.3%NVDAnot top 5

not top 5TXN4.3%

Cost, Income and Risk

Fees: SSO, SCHD, JEPQ

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

JEPQ0.35%$35

SSO0.88%$88

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

Yields: SSO, SCHD, JEPQ

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

+33.8%Year to date+15.1%

2.9%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

SPYM vs SPY

YTD

SPDRSPYM

+10.9%

SPYSPDR

+10.8%

SCHD

+15.3%Year to dateJan 1 → Nov 10+33.8%

+18.6%1 yearTotal return+38.8%

+35.6%3 years · per year$10,000 became $24,914 · $17,062+19.5%

+14.6%5 years · per year$10,000 became $19,800 · $16,428+10.4%

0.88%Expense ratio$88 · $6 a year on $10k · lower is better0.06%

0.72%Trailing 12-mo yield$72 · $294 a year on $10k2.94%

−18.2%Worst dropSmaller is better−6.9%

27.4%VolatilityLower is calmer11.8%

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

2–6SCHD wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5KO4.3%

not top 5HD4.3%

not top 5AMGN4.1%

4.0%MSFTnot top 5

2.6%AMZNnot top 5

Held in common5.5%

End-of-day Nov 10, 2026 · share of each fund

SSO vs SCHD Returns, Every Period

5Y

ProSharesSSO

+14.6%

5 years, per year

SCHDSchwab

+10.4%

5 years, per year

SSOSCHDFaded: behind in that period

2–2Level

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

Leveraged vs Income: SSO vs JEPQ

YTD

ProSharesSSO

+15.3%

JEPQJ.P. Morgan

+6.0%

+15.3%Year to date+6.0%

−18.2%Worst drop · 1Y−11.5%

27.4%Volatility · 1Y16.9%

0.7%Yield12.4%

$7.0BAssets$42.0B

3–1JEPQ wins

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

1Y

12.45%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.45%$1,245

SCHD2.94%$294

SSO0.72%$72

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$1,210most kept, JEPQ

JEPQ$1,245 − $35 = $1,210

SCHD$294 − $6 = $288

SSO$72 − $88 = −$16

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: SSO, SCHD, JEPQ

Today

34.0%most shared, SSO and JEPQ

SSOSCHDJEPQ

SSO—5.5%34.0%

SCHD5.5%—3.7%

JEPQ34.0%3.7%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+38.8%SCHD, at 11.8% volatility

SCHDWorst drop−6.9%11.8% vol

JEPQWorst drop−11.5%16.9% vol

SSOWorst drop−18.2%27.4% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQSCHD

+6.0%Year to date+33.8%

12.4%Yield2.9%

+8.8%Past year+38.8%

0.35%Fee0.06%

3–1SCHD wins

End-of-day Nov 10, 2026

+6.0%Year to date+7.6%

12.4%Yield7.9%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 10, 2026

+10.9%Year to date+10.8%

1.0%Yield1.0%

$183BAssets$792B

1–0SPYM wins

End-of-day Nov 10, 2026

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SSO, SCHD and JEPQ

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three