Compare · 2 funds side by side · dividends reinvested

UWM and JEPQ

UWMProShares×JEPQJ.P. Morgan×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$10,796UWM · best of the two

02 / 04

UWM 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%$41.8B1.4

ProShares - Ultra Russell2000Leveraged · 2x1.08%0.84%+25.5%+25.4%+33.3%+1.5%−22.3%36.0%$216M1.5

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: UWM 2007 · JEPQ 2022

Head to Head

Swap sides Versus in desk

Head to Head

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

UWM

JEPQ

JPMorgan Nasdaq Equity Premium Income ETF · $41.8B[…]

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

UWMMeasureJEPQ

+25.5%Year to dateJan 1 → Nov 4+8.5%

+25.4%1 yearTotal return+9.3%

+33.3%3 years · per year$10,000 became $23,668 · $17,406+20.3%

+1.5%5 years · per year$10,000 became $10,796 · […][…]

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

0.84%Trailing 12-mo yield$84 · $1,217 a year on $10k12.17%

−22.3%Worst dropSmaller is better−8.8%

36.0%VolatilityLower is calmer15.5%

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

3–4JEPQ 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 JEPQ: Top 5 Holdings

Today

UWM

36.7%in top 5

JEPQ

in top 527.9%

UWMStockJEPQ

36.0%IQMMnot top 5

not top 5NVDA7.1%

not top 5AAPL6.8%

not top 5MSFT5.6%

not top 5MU4.2%

not top 5GOOG4.1%

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 JEPQ Returns, Every Period

ProSharesUWM

+25.4%

past year

JEPQJ.P. Morgan

+9.3%

past year

UWMJEPQFaded: behind in that period

3–0UWM wins

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

Leveraged vs Income: UWM vs JEPQ

YTD

ProSharesUWM

+25.5%

JEPQJ.P. Morgan

+8.5%

+25.5%Year to date+8.5%

−22.3%Worst drop · 1Y−8.8%

36.0%Volatility · 1Y15.5%

0.8%Yield12.2%

$216MAssets$41.8B

3–1JEPQ wins

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

Cost, Income and Risk

Fees: UWM, JEPQ

Today

0.35%lowest, JEPQ

FundExpense ratioFee$10k

JEPQ0.35%$35

UWM1.08%$108

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

Yields: UWM, JEPQ

12.17%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.17%$1,217

UWM0.84%$84

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

UWM$84 − $108 = −$24

KeptFee

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

Overlap: UWM, JEPQ

Today

0.0%most shared, UWM and JEPQ

UWMJEPQ

UWM—0.0%

JEPQ0.0%—

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

JEPQWorst drop−8.8%15.5% 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

JEPQUWM

+8.5%Year to date+25.5%

12.2%Yield0.8%

+9.3%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