Compare · 3 funds side by side · dividends reinvested

AAPU, JEPQ and SCHD

AAPUDirexion×JEPQJ.P. Morgan×SCHDSchwab×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,267SCHD · best of the three

02 / 04

AAPU, JEPQ and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%3.00%+31.4%+37.0%+20.0%+10.2%−6.9%11.7%$120B1.6

Direxion Daily AAPL Bull 2X SharesSingle-Stock Leverage0.96%6.38%+39.4%+39.0%+35.3%[…]−28.9%49.8%$125M2.0

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.79%+3.2%+4.5%+17.4%[…]−11.5%16.7%$42.6B2.3

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: AAPU 2022 · JEPQ 2022 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

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

AAPU

JEPQ

JPMorgan Nasdaq Equity Premium Income ETF · $42.6B[…]

$10,000 five years ago, dividends reinvested · they hold 7.3% in common

AAPUMeasureJEPQ

+39.4%Year to dateJan 1 → Nov 6+3.2%

+39.0%1 yearTotal return+4.5%

+35.3%3 years · per year$10,000 became $24,790 · $16,202+17.4%

[…]5 years · per year[…]

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

6.38%Trailing 12-mo yield$638 · $1,279 a year on $10k12.79%

−28.9%Worst dropSmaller is better−11.5%

49.8%VolatilityLower is calmer16.7%

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

3–4JEPQ wins

End-of-day Nov 6, 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

7.3%in top 5

JEPQ

in top 528.9%

AAPUStockJEPQ

7.3%AAPL7.4%

not top 5NVDA6.6%

not top 5MSFT6.1%

not top 5GOOG4.4%

not top 5AMZN4.4%

Held in common7.3%

End-of-day Nov 6, 2026 · share of each fund

AAPU vs JEPQ Returns, Every Period

DirexionAAPU

+39.0%

past year

JEPQJ.P. Morgan

+4.5%

past year

AAPUJEPQFaded: behind in that period

3–0AAPU wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Single-Stock Leverage vs Income: AAPU vs JEPQ

YTD

DirexionAAPU

+39.4%

JEPQJ.P. Morgan

+3.2%

+39.4%Year to date+3.2%

−28.9%Worst drop · 1Y−11.5%

49.8%Volatility · 1Y16.7%

6.4%Yield12.8%

$125MAssets$42.6B

3–1JEPQ wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: AAPU, JEPQ, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

JEPQ0.35%$35

AAPU0.96%$96

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: AAPU, JEPQ, SCHD

12.79%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.79%$1,279

AAPU6.38%$638

SCHD3.00%$300

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$1,244most kept, JEPQ

JEPQ$1,279 − $35 = $1,244

AAPU$638 − $96 = $542

SCHD$300 − $6 = $294

KeptFee

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

Overlap: AAPU, JEPQ, SCHD

Today

7.3%most shared, AAPU and JEPQ

AAPUJEPQSCHD

AAPU—7.3%0.0%

JEPQ7.3%—3.8%

SCHD0.0%3.8%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+39.0%AAPU, at 49.8% volatility

SCHDWorst drop−6.9%11.7% vol

JEPQWorst drop−11.5%16.7% vol

AAPUWorst drop−28.9%49.8% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQAAPU

+3.2%Year to date+39.4%

12.8%Yield6.4%

+4.5%Past year+39.0%

0.35%Fee0.96%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Three

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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026