Compare AAPU and JEPQ

AAPU and JEPQ, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.17%+8.5%+9.3%+20.3%[…]−8.8%15.5%$42.1B1.4

Direxion Daily AAPL Bull 2X SharesSingle-Stock Leverage0.96%6.12%+45.4%+46.2%+38.6%[…]−28.9%49.7%$125M1.6

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: AAPU 2022 · JEPQ 2022

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Direxion Daily AAPL Bull 2X Shares · $125M[…]

AAPU

JEPQ

JPMorgan Nasdaq Equity Premium Income ETF · $42.1B[…]

$10,000 five years ago, dividends reinvested · they hold 5.2% in common

AAPUMeasureJEPQ

+45.4%Year to dateJan 1 → Nov 4+8.5%

+46.2%1 yearTotal return+9.3%

+38.6%3 years · per year$10,000 became $26,654 · $17,406+20.3%

[…]5 years · per year[…]

0.96%Expense ratio$96 · $35 a year on $10k · lower is better0.35%

6.12%Trailing 12-mo yield$612 · $1,217 a year on $10k12.17%

−28.9%Worst dropSmaller is better−8.8%

49.7%VolatilityLower is calmer15.5%

AAPUJEPQ Winner of the row, in its colourEach row: the bigger of the two fills its side

3–4JEPQ wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

AAPU vs JEPQ: Top 5 Holdings

Today

AAPU

5.2%in top 5

JEPQ

in top 527.9%

AAPUStockJEPQ

not top 5NVDA7.1%

5.2%AAPL6.8%

not top 5MSFT5.6%

not top 5MU4.2%

not top 5GOOG4.1%

Held in common5.2%

End-of-day Nov 4, 2026 · share of each fund

AAPU vs JEPQ Returns, Every Period

1Y

DirexionAAPU

+46.2%

past year

JEPQJ.P. Morgan

+9.3%

past year

AAPUJEPQFaded: behind in that period

3–0AAPU wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Single-Stock Leverage vs Income: AAPU vs JEPQ

YTD

DirexionAAPU

+45.4%

JEPQJ.P. Morgan

+8.5%

+45.4%Year to date+8.5%

−28.9%Worst drop · 1Y−8.8%

49.7%Volatility · 1Y15.5%

6.1%Yield12.2%

$125MAssets$42.1B

3–1JEPQ wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: AAPU, JEPQ

Today

0.35%lowest, JEPQ

FundExpense ratioFee$10k

JEPQ0.35%$35

AAPU0.96%$96

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: AAPU, JEPQ

1Y

12.17%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.17%$1,217

AAPU6.12%$612

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$1,182most kept, JEPQ

JEPQ$1,217 − $35 = $1,182

AAPU$612 − $96 = $516

KeptFee

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

Overlap: AAPU, JEPQ

Today

5.2%most shared, AAPU and JEPQ

AAPUJEPQ

AAPU—5.2%

JEPQ5.2%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+46.2%AAPU, at 49.7% volatility

JEPQWorst drop−8.8%15.5% vol

AAPUWorst drop−28.9%49.7% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQAAPU

+8.5%Year to date+45.4%

12.2%Yield6.1%

+9.3%Past year+46.2%

0.35%Fee0.96%

2–2level

End-of-day Nov 4, 2026

Popular Pairs Near These Two

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

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

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