JEPI vs SSO

AJEPI

BSSO

Measures won4–2JEPI wins · of 6 · 5Y

$10,000 · 5Y$19,240SSO · VYM $17,002

Lowest cost0.04%VYM · $4 on $10k

Most income8.09%JEPI · $809 on $10k

Smallest drop−6.7%JEPI · worst fall in 1Y

Held in common31.2%JEPI and SSO

JEPI

SSO

JPMorgan Equity Premium Income ETF · $46.1BProShares - Ultra S&P500 · $8.4B

+11.0%3 years · per year$13,674 · $25,723+37.0%

+7.1%5 years · per year$14,108 · $19,240+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%MSFT4.0%

1.9%AAPL4.9%

1.9%AMZN2.5%

1.7%NVDA4.7%

Held in common31.2%

End-of-day Nov 5, 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%	−8.8%	+10.3%	+11.9%	+37.0%	+14.0%	−18.2%	$8.4B
2	VYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.30%	−3.3%	+13.3%	+17.7%	+20.0%	+11.2%	−6.7%	$78.9B
3	AJEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	8.09%	−3.3%	+5.2%	+8.3%	+11.0%	+7.1%	−6.7%	$46.1B

End-of-day Nov 5, 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%	−8.8%	+10.3%	+11.9%	+37.0%	+14.0%	−18.2%	$8.4B
2	VYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.30%	−3.3%	+13.3%	+17.7%	+20.0%	+11.2%	−6.7%	$78.9B
3	AJEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	8.09%	−3.3%	+5.2%	+8.3%	+11.0%	+7.1%	−6.7%	$46.1B

End-of-day Nov 5, 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

$14,108

SSO

ProShares - Ultra S&P500

$19,240

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+11.0%+37.0%

Worst drop · 1Y−6.7%−18.2%

Volatility · 1Y8.8%27.1%

4–2measures won
JEPI first

31.2%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: JEPI, SSO, VYM

Today

31.2%most shared, JEPI and SSO

JEPISSOVYM

JEPI—31.2%25.3%

SSO31.2%—22.6%

VYM25.3%22.6%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$774most kept, JEPI

JEPI$809 − $35 = $774

VYM$230 − $4 = $226

SSO$75 − $88 = −$13

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee