SSO vs JEPQ

ASSO

BJEPQ

Measures won1–4JEPQ wins · of 6 · 5Y

$10,000 · 5Y$20,633SSO · SCHD $16,352

Lowest cost0.06%SCHD · $6 on $10k

Most income12.28%JEPQ · $1,228 on $10k

Smallest drop−6.9%SCHD · worst fall in 1Y

Held in common36.5%SSO and JEPQ

SSO

JEPQ

ProShares - Ultra S&P500 · $8.4BJPMorgan Nasdaq Equity Premium Income ETF · $41.8B

+41.5%3 years · per year$28,308 · $17,450+20.4%

+15.6%5 years · per year$20,633 · […][…]

0.88%Expense ratio$88 · $35 on $10k · lower wins0.35%

0.71%12-mo yield$71 · $1,228 on $10k12.28%

−18.2%Worst dropSmaller wins−8.8%

25.4%VolatilityLower wins15.5%

1–4JEPQ wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSSO · JEPQ

5.3%AAPL6.9%

5.3%NVDA6.9%

4.1%MSFT5.5%

2.6%AMZN3.9%

Held in common36.5%

End-of-day Nov 3, 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	ASSO	ProShares - Ultra S&P500Read Desk	0.88%	0.71%	+0.6%	+17.1%	+16.4%	+41.5%	+15.6%	−18.2%	$8.4B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.97%	−1.0%	+32.8%	+37.6%	+21.2%	+10.3%	−6.9%	$121.5B
3	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.28%	+0.6%	+7.5%	+8.6%	+20.4%	new	−8.8%	$41.8B

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

All Three

5Y3 funds

#
1	ASSO	ProShares - Ultra S&P500Read Desk	0.88%	0.71%	+0.6%	+17.1%	+16.4%	+41.5%	+15.6%	−18.2%	$8.4B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.97%	−1.0%	+32.8%	+37.6%	+21.2%	+10.3%	−6.9%	$121.5B
3	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.28%	+0.6%	+7.5%	+8.6%	+20.4%	new	−8.8%	$41.8B

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

Cards for this view

SSO vs JEPQ

SSO

ProShares - Ultra S&P500

$20,633

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureSSOJEPQ

Fee0.88%0.35%

Cost on $10k a year$88$35

Yield0.71%12.28%

5 years, per year+15.6%[…]

3 years, per year+41.5%+20.4%

Worst drop · 1Y−18.2%−8.8%

Volatility · 1Y25.4%15.5%

4–1measures won
JEPQ first

36.5%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: SSO, JEPQ, SCHD

Today

36.5%most shared, SSO and JEPQ

SSOJEPQSCHD

SSO—36.5%6.0%

JEPQ36.5%—3.7%

SCHD6.0%3.7%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$1,193most kept, JEPQ

JEPQ$1,228 − $35 = $1,193

SCHD$297 − $6 = $291

SSO$71 − $88 = −$17

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee