ROM vs JEPQ

AROM

BJEPQ

Measures won1–4JEPQ wins · of 6 · 5Y

$10,000 · 5Y$18,868ROM · VIG $16,243

Lowest cost0.04%VIG · $4 on $10k

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

Smallest drop−7.9%VIG · worst fall in 1Y

Held in common40.0%ROM and JEPQ

ROM

JEPQ

ProShares - Ultra Technology · $930MJPMorgan Nasdaq Equity Premium Income ETF · $42.6B

+39.9%3 years · per year$27,382 · $16,202+17.4%

+13.5%5 years · per year$18,868 · […][…]

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

0.04%12-mo yield$4 · $1,279 on $10k12.79%

−37.3%Worst dropSmaller wins−11.5%

57.3%VolatilityLower wins16.7%

1–4JEPQ wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsROM · JEPQ

11.8%AAPL7.4%

10.3%NVDA6.6%

9.3%MSFT6.1%

2.8%AMD2.9%

Held in common40.0%

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	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	BJEPQ	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	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	BJEPQ	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

ROM vs JEPQ

ROM

ProShares - Ultra Technology

$18,868

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureROMJEPQ

Fee0.93%0.35%

Cost on $10k a year$93$35

Yield0.04%12.79%

5 years, per year+13.5%[…]

3 years, per year+39.9%+17.4%

Worst drop · 1Y−37.3%−11.5%

Volatility · 1Y57.3%16.7%

4–1measures won
JEPQ first

40.0%

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: ROM, JEPQ, VIG

Today

40.0%most shared, ROM and JEPQ

ROMJEPQVIG

ROM—40.0%24.1%

JEPQ40.0%—26.2%

VIG24.1%26.2%—

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

VIG$150 − $4 = $146

ROM$4 − $93 = −$89

KeptFee

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