SAA vs JEPQ

ASAA

BJEPQ

Measures won1–4JEPQ wins · of 6 · 5Y

$10,000 · 5Y$9,675SAA

Lowest cost0.35%JEPQ · $35 on $10k

Most income12.37%JEPQ · $1,237 on $10k

Smallest drop−11.5%JEPQ · worst fall in 1Y

Held in common0.0%SAA and JEPQ

SAA

JEPQ

ProShares - Ultra SmallCap600 · $26MJPMorgan Nasdaq Equity Premium Income ETF · $42.5B

+23.8%3 years · per year$18,958 · $16,188+17.4%

−0.7%5 years · per year$9,675 · […][…]

1.48%Expense ratio$148 · $35 on $10k · lower wins0.35%

0.74%12-mo yield$74 · $1,237 on $10k12.37%

−19.9%

End-of-day Nov 13, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	ASAA	ProShares - Ultra SmallCap600Read Desk		1.48%	0.74%	+0.1%	+29.7%	+31.5%	+23.8%	−0.7%	−19.9%	$26M
2	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk		0.35%	12.37%	−1.0%	+6.7%	+7.6%	+17.4%	new	−11.5%	$42.5B

End-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	ASAA	ProShares - Ultra SmallCap600Read Desk		1.48%	0.74%	+0.1%	+29.7%	+31.5%	+23.8%	−0.7%	−19.9%	$26M
2	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk		0.35%	12.37%	−1.0%	+6.7%	+7.6%	+17.4%	new	−11.5%	$42.5B

End-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

SAA vs JEPQ

SAA

ProShares - Ultra SmallCap600

$9,675

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureSAAJEPQ

Fee1.48%0.35%

Cost on $10k a year$148$35

Yield0.74%12.37%

5 years, per year−0.7%[…]

3 years, per year+23.8%+17.4%

Worst drop · 1Y−19.9%−11.5%

Volatility · 1Y33.3%

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SAA vs JEPQ

Both

Both

$10,000 in SAA, JEPQ

Overlap: SAA, JEPQ

SAA vs JEPQ

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Overlap: SAA, JEPQ

Income After Fees on $10,000