JEPQ vs SSO

AJEPQ

BSSO

Measures won4–1JEPQ wins · of 6 · 5Y

$10,000 · 5Y$19,267SSO · DGRO $16,835

Lowest cost0.08%DGRO · $8 on $10k

Most income12.79%JEPQ · $1,279 on $10k

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

Held in common35.0%JEPQ and SSO

JEPQ

SSO

JPMorgan Nasdaq Equity Premium Income ETF · $42.6BProShares - Ultra S&P500 · $6.9B

+17.4%3 years · per year$16,202 · $25,327+36.3%

[…]5 years · per year[…] · $19,267+14.0%

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

12.79%12-mo yield$1,279 · $75 on $10k0.75%

−11.5%Worst dropSmaller wins−18.2%

16.7%VolatilityLower wins27.1%

4–1JEPQ wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsJEPQ · SSO

7.4%AAPL5.4%

6.6%NVDA4.7%

6.1%MSFT4.2%

4.4%AMZN2.7%

Held in common35.0%

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	AJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.79%	+1.2%	+3.2%	+4.5%	+17.4%	new	−11.5%	$42.6B

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	AJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.79%	+1.2%	+3.2%	+4.5%	+17.4%	new	−11.5%	$42.6B

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

JEPQ vs SSO

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

SSO

ProShares - Ultra S&P500

$19,267

MeasureJEPQSSO

Fee0.35%0.88%

Cost on $10k a year$35$88

Yield12.79%0.75%

5 years, per year[…]+14.0%

3 years, per year+17.4%+36.3%

Worst drop · 1Y−11.5%−18.2%

Volatility · 1Y16.7%27.1%

4–1measures won
JEPQ first

35.0%

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: JEPQ, SSO, DGRO

Today

35.0%most shared, JEPQ and SSO

JEPQSSODGRO

JEPQ—35.0%19.6%

SSO35.0%—32.5%

DGRO19.6%32.5%—

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

Income After Fees on $10,000

$1,244most kept, JEPQ

JEPQ$1,279 − $35 = $1,244

DGRO$187 − $8 = $179

SSO$75 − $88 = −$13

KeptFee

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