ROM vs JEPI

AROM

BJEPI

Measures won2–4JEPI wins · of 6 · 5Y

$10,000 · 5Y$18,868ROM · VIG $16,243

Lowest cost0.04%VIG · $4 on $10k

Most income8.09%JEPI · $809 on $10k

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

Held in common13.6%ROM and JEPI

ROM

JEPI

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

+39.9%3 years · per year$27,382 · $13,562+10.7%

+13.5%5 years · per year$18,868 · $14,118+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%

57.3%VolatilityLower wins8.8%

2–4JEPI wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsROM · JEPI

9.3%MSFT2.0%

11.8%AAPL2.0%

10.3%NVDA1.6%

3.3%AVGO1.6%

Held in common13.6%

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	AROM	ProShares - Ultra TechnologyRead Desk	0.93%	0.04%	+2.7%	+16.8%	+9.7%	+39.9%	+13.5%	−37.3%	$930M
2	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
3	BJEPI	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	AROM	ProShares - Ultra TechnologyRead Desk	0.93%	0.04%	+2.7%	+16.8%	+9.7%	+39.9%	+13.5%	−37.3%	$930M
2	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
3	BJEPI	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

ROM vs JEPI

ROM

ProShares - Ultra Technology

$18,868

JEPI

JPMorgan Equity Premium Income

$14,118

MeasureROMJEPI

Fee0.93%0.35%

Cost on $10k a year$93$35

Yield0.04%8.09%

5 years, per year+13.5%+7.1%

3 years, per year+39.9%+10.7%

Worst drop · 1Y−37.3%−6.7%

Volatility · 1Y57.3%8.8%

4–2measures won
JEPI first

13.6%

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: ROM, JEPI, VIG

Today

30.7%most shared, JEPI and VIG

ROMJEPIVIG

ROM—13.6%24.1%

JEPI13.6%—30.7%

VIG24.1%30.7%—

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

VIG$150 − $4 = $146

ROM$4 − $93 = −$89

KeptFee

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