JEPQ vs SSO

AJEPQ

BSSO

Measures won4–1JEPQ wins · of 6 · 5Y

$10,000 · 5Y$19,240SSO · SCHD $16,375

Lowest cost0.06%SCHD · $6 on $10k

Most income12.17%JEPQ · $1,217 on $10k

Smallest drop−6.9%SCHD · worst fall in 1Y

Held in common33.8%JEPQ and SSO

JEPQ

SSO

JPMorgan Nasdaq Equity Premium Income ETF · $42.1BProShares - Ultra S&P500 · $8.4B

+20.3%3 years · per year$17,406 · $25,723+37.0%

[…]5 years · per year[…] · $19,240+14.0%

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

12.17%12-mo yield$1,217 · $75 on $10k0.75%

−8.8%Worst dropSmaller wins−18.2%

15.5%VolatilityLower wins27.1%

4–1JEPQ wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsJEPQ · SSO

7.1%AAPL4.9%

6.8%NVDA4.7%

6.0%MSFT4.0%

4.2%AMZN2.5%

Held in common33.8%

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	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$122.9B
3	AJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.17%	+0.9%	+8.5%	+9.3%	+20.3%	new	−8.8%	$42.1B

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	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$122.9B
3	AJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.17%	+0.9%	+8.5%	+9.3%	+20.3%	new	−8.8%	$42.1B

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

JEPQ vs SSO

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

SSO

ProShares - Ultra S&P500

$19,240

MeasureJEPQSSO

Fee0.35%0.88%

Cost on $10k a year$35$88

Yield12.17%0.75%

5 years, per year[…]+14.0%

3 years, per year+20.3%+37.0%

Worst drop · 1Y−8.8%−18.2%

Volatility · 1Y15.5%27.1%

4–1measures won
JEPQ first

33.8%

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: JEPQ, SSO, SCHD

Today

33.8%most shared, JEPQ and SSO

JEPQSSOSCHD

JEPQ—33.8%3.8%

SSO33.8%—5.4%

SCHD3.8%5.4%—

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

Income After Fees on $10,000

$1,182most kept, JEPQ

JEPQ$1,217 − $35 = $1,182

SCHD$298 − $6 = $292

SSO$75 − $88 = −$13

KeptFee

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