UGL vs JEPI

AUGL

BJEPI

Measures won2–4JEPI wins · of 6 · 5Y

$10,000 · 5Y$30,967UGL · JEPI $14,448

Lowest cost0.35%JEPI · $35 on $10k

Most income7.93%JEPI · $793 on $10k

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

Held in common[…]UGL and JEPI

UGL

JEPI

ProShares - Ultra Gold · $668MJPMorgan Equity Premium Income ETF · $45.2B

+43.9%3 years · per year$29,814 · $13,679+11.0%

+25.4%5 years · per year$30,967 · $14,448+7.6%

0.95%Expense ratio$95 · $35 on $10k · lower wins0.35%

0.00%12-mo yield$0 · $793 on $10k7.93%

−53.9%Worst dropSmaller wins−6.7%

58.5%VolatilityLower wins9.0%

2–4JEPI wins

$10,000 · 5 yearsOne scale

Shared top holdingsUGL · JEPI

They share no top holdings, or holdings aren’t on file […]

Held in common[…]

End-of-day Nov 9, 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	AUGL	ProShares - Ultra GoldRead Desk		0.95%	0.00%	+3.8%	−19.2%	−6.8%	+43.9%	+25.4%	−53.9%	$668M
2	BJEPI	JPMorgan Equity Premium Income ETFRead Desk		0.35%	7.93%	+2.1%	+7.5%	+10.9%	+11.0%	+7.6%	−6.7%	$45.2B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	AUGL	ProShares - Ultra GoldRead Desk		0.95%	0.00%	+3.8%	−19.2%	−6.8%	+43.9%	+25.4%	−53.9%	$668M
2	BJEPI	JPMorgan Equity Premium Income ETFRead Desk		0.35%	7.93%	+2.1%	+7.5%	+10.9%	+11.0%	+7.6%	−6.7%	$45.2B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

UGL vs JEPI

UGL

ProShares - Ultra Gold

$30,967

JEPI

JPMorgan Equity Premium Income

$14,448

MeasureUGLJEPI

Fee0.95%0.35%

Cost on $10k a year$95$35

Yield0.00%7.93%

5 years, per year+25.4%+7.6%

3 years, per year+43.9%+11.0%

Worst drop · 1Y−53.9%−6.7%

Volatility · 1Y58.5%9.0%

4–2measures won
JEPI first

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

Overlap: UGL, JEPI

Today

[…]holdings […]

UGLJEPI

UGL—[…]

JEPI[…]—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$758most kept, JEPI

JEPI$793 − $35 = $758

UGL$0 − $95 = −$95

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee