Compare · 2 funds side by side · dividends reinvested

UGL and JEPQ

UGLProShares×JEPQJ.P. Morgan×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$30,189UGL · best of the two

02 / 04

UGL and JEPQ, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.79%+3.2%+4.5%+17.4%[…]−11.5%16.7%$40.7B1.1

ProShares - Ultra GoldLeveraged · 2x0.95%0.00%−22.2%−10.5%+42.4%+24.7%−53.9%58.3%$668M1.8

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

End-of-day Nov 6, 2026 · returns include dividends · since: UGL 2008 · JEPQ 2022

Head to Head

Swap sides Versus in desk

Head to Head

ProShares - Ultra Gold · $668M$30,189

UGL

JEPQ

JPMorgan Nasdaq Equity Premium Income ETF · $40.7B[…]

$10,000 five years ago, dividends reinvested

UGLMeasureJEPQ

−22.2%Year to dateJan 1 → Nov 6+3.2%

−10.5%1 yearTotal return+4.5%

+42.4%3 years · per year$10,000 became $28,877 · $16,202+17.4%

+24.7%5 years · per year$10,000 became $30,189 · […][…]

0.95%Expense ratio$95 · $35 a year on $10k · lower is better0.35%

0.00%Trailing 12-mo yield$0 · $1,279 a year on $10k12.79%

−53.9%Worst dropSmaller is better−11.5%

58.3%VolatilityLower is calmer16.7%

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

1–6JEPQ wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

UGL vs JEPQ: Top 5 Holdings

Today

UGL

[…]in top 5

JEPQ

in top 528.9%

UGLStockJEPQ

not top 5AAPL7.4%

not top 5NVDA6.6%

not top 5MSFT6.1%

not top 5GOOG4.4%

not top 5AMZN4.4%

Held in common[…]

End-of-day Nov 6, 2026 · share of each fund

UGL vs JEPQ Returns, Every Period

ProSharesUGL

−10.5%

past year

JEPQJ.P. Morgan

+4.5%

past year

UGLJEPQFaded: behind in that period

1–2JEPQ wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Leveraged vs Income: UGL vs JEPQ

YTD

ProSharesUGL

−22.2%

JEPQJ.P. Morgan

+3.2%

−22.2%Year to date+3.2%

−53.9%Worst drop · 1Y−11.5%

58.3%Volatility · 1Y16.7%

0.0%Yield12.8%

$668MAssets$40.7B

4–0JEPQ wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: UGL, JEPQ

Today

0.35%lowest, JEPQ

FundExpense ratioFee$10k

JEPQ0.35%$35

UGL0.95%$95

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: UGL, JEPQ

12.79%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.79%$1,279

UGL0.00%$0

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$1,244most kept, JEPQ

JEPQ$1,279 − $35 = $1,244

UGL$0 − $95 = −$95

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: UGL, JEPQ

Today

[…]holdings […]

UGLJEPQ

UGL—[…]

JEPQ[…]—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+4.5%JEPQ, at 16.7% volatility

JEPQWorst drop−11.5%16.7% vol

UGLWorst drop−53.9%58.3% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQUGL

+3.2%Year to date−22.2%

12.8%Yield0.0%

+4.5%Past year−10.5%

0.35%Fee0.95%

4–0JEPQ wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026