ROM vs JEPQ

AROM

BJEPQ

Measures won1–4JEPQ wins · of 6 · 5Y

$10,000 · 5Y$22,582ROM · SCHD $16,881

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 common40.1%ROM and JEPQ

ROM

JEPQ

ProShares - Ultra Technology · $1.1BJPMorgan Nasdaq Equity Premium Income ETF · $42.1B

+49.5%3 years · per year$33,421 · $17,406+20.3%

+17.7%5 years · per year$22,582 · […][…]

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

0.03%12-mo yield$3 · $1,217 on $10k12.17%

−31.3%Worst dropSmaller wins−8.8%

54.8%VolatilityLower wins15.5%

1–4JEPQ wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsROM · JEPQ

9.8%NVDA7.1%

9.5%AAPL6.8%

7.6%MSFT5.6%

2.8%AMD3.3%

Held in common40.1%

End-of-day Nov 4, 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%	0.03%	−0.2%	+35.2%	+21.2%	+49.5%	+17.7%	−31.3%	$1.1B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$122.9B
3	BJEPQ	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 4, 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%	0.03%	−0.2%	+35.2%	+21.2%	+49.5%	+17.7%	−31.3%	$1.1B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$122.9B
3	BJEPQ	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 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

ROM vs JEPQ

ROM

ProShares - Ultra Technology

$22,582

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureROMJEPQ

Fee0.93%0.35%

Cost on $10k a year$93$35

Yield0.03%12.17%

5 years, per year+17.7%[…]

3 years, per year+49.5%+20.3%

Worst drop · 1Y−31.3%−8.8%

Volatility · 1Y54.8%15.5%

4–1measures won
JEPQ first

40.1%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: ROM, JEPQ, SCHD

Today

40.1%most shared, ROM and JEPQ

ROMJEPQSCHD

ROM—40.1%2.5%

JEPQ40.1%—3.7%

SCHD2.5%3.7%—

End-of-day Nov 4, 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$291 − $6 = $285

ROM$3 − $93 = −$90

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee