Compare · 2 funds side by side · dividends reinvested

UWM and JEPI

UWMProShares×JEPIJ.P. Morgan×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,635JEPI · best of the two

02 / 04

UWM and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.83%+8.8%+11.9%+12.6%+7.9%−6.7%8.1%$46.0B1.4

ProShares - Ultra Russell2000Leveraged · 2x1.08%0.84%+25.5%+25.4%+33.3%+1.5%−22.3%36.0%$216M1.6

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: UWM 2007 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

ProShares - Ultra Russell2000 · $216M$10,796

UWM

JEPI

JPMorgan Equity Premium Income ETF · $46.0B$14,635

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

UWMMeasureJEPI

+25.5%Year to dateJan 1 → Nov 4+8.8%

+25.4%1 yearTotal return+11.9%

+33.3%3 years · per year$10,000 became $23,668 · $14,269+12.6%

+1.5%5 years · per year$10,000 became $10,796 · $14,635+7.9%

1.08%Expense ratio$108 · $35 a year on $10k · lower is better0.35%

0.84%Trailing 12-mo yield$84 · $783 a year on $10k7.83%

−22.3%Worst dropSmaller is better−6.7%

36.0%VolatilityLower is calmer8.1%

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

3–5JEPI wins

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

More Ways to See the Pairs

UWM vs JEPI: Top 5 Holdings

Today

UWM

36.7%in top 5

JEPI

in top 59.5%

UWMStockJEPI

36.0%IQMMnot top 5

not top 5MA2.0%

not top 5MSFT1.9%

not top 5V1.9%

not top 5AAPL1.9%

not top 5NEE1.8%

0.2%GKOSnot top 5

0.2%BTSGnot top 5

0.1%UMBFnot top 5

0.1%VSATnot top 5

Held in common0.0%

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

UWM vs JEPI Returns, Every Period

ProSharesUWM

+1.5%

5 years, per year

JEPIJ.P. Morgan

+7.9%

5 years, per year

UWMJEPIFaded: behind in that period

3–1UWM wins

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

Leveraged vs Income: UWM vs JEPI

YTD

ProSharesUWM

+25.5%

JEPIJ.P. Morgan

+8.8%

+25.5%Year to date+8.8%

−22.3%Worst drop · 1Y−6.7%

36.0%Volatility · 1Y8.1%

0.8%Yield7.8%

$216MAssets$46.0B

3–1JEPI wins

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

Cost, Income and Risk

Fees: UWM, JEPI

Today

0.35%lowest, JEPI

FundExpense ratioFee$10k

JEPI0.35%$35

UWM1.08%$108

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

Yields: UWM, JEPI

7.83%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.83%$783

UWM0.84%$84

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

Income After Fees on $10,000

$748most kept, JEPI

JEPI$783 − $35 = $748

UWM$84 − $108 = −$24

KeptFee

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

Overlap: UWM, JEPI

Today

0.0%most shared, UWM and JEPI

UWMJEPI

UWM—0.0%

JEPI0.0%—

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

Return vs Bumpiness: 2 ETFs

+25.4%UWM, at 36.0% volatility

JEPIWorst drop−6.7%8.1% vol

UWMWorst drop−22.3%36.0% vol

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

Paid More vs Made More

YTD

JEPIUWM

+8.8%Year to date+25.5%

7.8%Yield0.8%

+11.9%Past year+25.4%

0.35%Fee1.08%

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%

$41.8BAssets$46.0B

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%

$121BAssets$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%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026