JEPI vs SSO

AJEPI

BSSO

Measures won4–2JEPI wins · of 6 · 5Y

$10,000 · 5Y$19,267SSO · DGRO $16,835

Lowest cost0.08%DGRO · $8 on $10k

Most income8.09%JEPI · $809 on $10k

Smallest drop−6.5%DGRO · worst fall in 1Y

Held in common32.0%JEPI and SSO

JEPI

SSO

JPMorgan Equity Premium Income ETF · $46.8BProShares - Ultra S&P500 · $6.9B

+10.7%3 years · per year$13,562 · $25,327+36.3%

+7.1%5 years · per year$14,118 · $19,267+14.0%

0.35%Expense ratio$35 · $88 on $10k · lower wins0.88%

8.09%12-mo yield$809 · $75 on $10k0.75%

−6.7%Worst dropSmaller wins−18.2%

8.8%VolatilityLower wins27.1%

4–2JEPI wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsJEPI · SSO

2.0%MSFT4.2%

2.0%AAPL5.4%

1.9%AMZN2.7%

1.7%GOOGL1.8%

Held in common32.0%

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	BSSO	ProShares - Ultra S&P500Read Desk	0.88%	0.75%	+0.5%	+10.9%	+11.8%	+36.3%	+14.0%	−18.2%	$6.9B
2	DGRO	iShares Core Dividend Growth ETFRead Desk	0.08%	1.87%	−0.6%	+16.6%	+20.3%	+20.7%	+11.0%	−6.5%	$44.9B
3	AJEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	8.09%	+0.1%	+5.3%	+8.2%	+10.7%	+7.1%	−6.7%	$46.8B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	BSSO	ProShares - Ultra S&P500Read Desk	0.88%	0.75%	+0.5%	+10.9%	+11.8%	+36.3%	+14.0%	−18.2%	$6.9B
2	DGRO	iShares Core Dividend Growth ETFRead Desk	0.08%	1.87%	−0.6%	+16.6%	+20.3%	+20.7%	+11.0%	−6.5%	$44.9B
3	AJEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	8.09%	+0.1%	+5.3%	+8.2%	+10.7%	+7.1%	−6.7%	$46.8B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

JEPI vs SSO

JEPI

JPMorgan Equity Premium Income

$14,118

SSO

ProShares - Ultra S&P500

$19,267

MeasureJEPISSO

Fee0.35%0.88%

Cost on $10k a year$35$88

Yield8.09%0.75%

5 years, per year+7.1%+14.0%

3 years, per year+10.7%+36.3%

Worst drop · 1Y−6.7%−18.2%

Volatility · 1Y8.8%27.1%

4–2measures won
JEPI first

32.0%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

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

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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.9BAssets$109B

2–0DGRO wins

End-of-day Nov 6, 2026

Overlap: JEPI, SSO, DGRO

Today

34.3%most shared, JEPI and DGRO

JEPISSODGRO

JEPI—32.0%34.3%

SSO32.0%—32.5%

DGRO34.3%32.5%—

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

Income After Fees on $10,000

$774most kept, JEPI

JEPI$809 − $35 = $774

DGRO$187 − $8 = $179

SSO$75 − $88 = −$13

KeptFee

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