ROM vs JEPI

AROM

BJEPI

Measures won2–4JEPI wins · of 6 · 5Y

$10,000 · 5Y$18,618ROM · SCHD $16,375

Lowest cost0.06%SCHD · $6 on $10k

Most income8.09%JEPI · $809 on $10k

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

Held in common14.2%ROM and JEPI

ROM

JEPI

ProShares - Ultra Technology · $930MJPMorgan Equity Premium Income ETF · $46.8B

+40.5%3 years · per year$27,720 · $13,674+11.0%

+13.2%5 years · per year$18,618 · $14,108+7.1%

0.93%Expense ratio$93 · $35 on $10k · lower wins0.35%

0.04%12-mo yield$4 · $809 on $10k8.09%

−37.3%Worst dropSmaller wins−6.7%

57.2%VolatilityLower wins8.8%

2–4JEPI wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsROM · JEPI

8.1%MSFT2.0%

10.0%AAPL1.9%

9.5%NVDA1.7%

3.0%AVGO1.6%

Held in common14.2%

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	AROM	ProShares - Ultra TechnologyRead Desk	0.93%	0.04%	−15.9%	+13.7%	+7.5%	+40.5%	+13.2%	−37.3%	$930M
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%	$120.5B
3	BJEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	8.09%	−3.3%	+5.2%	+8.3%	+11.0%	+7.1%	−6.7%	$46.8B

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	AROM	ProShares - Ultra TechnologyRead Desk	0.93%	0.04%	−15.9%	+13.7%	+7.5%	+40.5%	+13.2%	−37.3%	$930M
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%	$120.5B
3	BJEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	8.09%	−3.3%	+5.2%	+8.3%	+11.0%	+7.1%	−6.7%	$46.8B

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

ROM vs JEPI

ROM

ProShares - Ultra Technology

$18,618

JEPI

JPMorgan Equity Premium Income

$14,108

MeasureROMJEPI

Fee0.93%0.35%

Cost on $10k a year$93$35

Yield0.04%8.09%

5 years, per year+13.2%+7.1%

3 years, per year+40.5%+11.0%

Worst drop · 1Y−37.3%−6.7%

Volatility · 1Y57.2%8.8%

4–2measures won
JEPI first

14.2%

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%

$120BAssets$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%

$42.6BAssets$46.8B

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$819B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: ROM, JEPI, SCHD

Today

14.2%most shared, ROM and JEPI

ROMJEPISCHD

ROM—14.2%2.5%

JEPI14.2%—8.1%

SCHD2.5%8.1%—

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

SCHD$298 − $6 = $292

ROM$4 − $93 = −$89

KeptFee

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