Compare · 3 funds side by side · dividends reinvested

AVL, JEPQ and JEPI

AVLDirexion×JEPQJ.P. Morgan×JEPIJ.P. Morgan×

02 / 04

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$14,510JEPI · best of the three

Story of the three · IncomeMost incomeAVL · 35.85% · $3,585 a year on $10k

Story of the three · RiskSmallest drop

AVL, JEPQ and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.86%+8.3%+10.1%+11.1%+7.7%−6.7%9.0%$47.3B1.4

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.24%+7.8%+8.8%+17.9%[…]−11.5%16.9%$42.6B1.7

Direxion Daily AVGO Bull 2X SharesSingle-Stock Leverage1.01%35.85%−16.4%−23.3%[…][…]−68.7%98.8%$244M2.7

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

End-of-day Nov 12, 2026 · returns include dividends · since: AVL 2024 · JEPQ 2022 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Direxion Daily AVGO Bull 2X Shares · $244M[…]

AVL

JEPQ

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

$10,000 five years ago, dividends reinvested · they hold 2.0% in common

AVL

More Ways to See the Pairs

AVL vs JEPQ: Top 5 Holdings

Today

AVL

3.4%in top 5

JEPQ

in top 527.3%

AVLStockJEPQ

not top 5AAPL7.2%

not top 5NVDA5.9%

not top 5MSFT5.6%

not top 5GOOG4.3%

not top 5AMZN4.2%

Cost, Income and Risk

Fees: AVL, JEPQ, JEPI

Today

0.35%lowest, JEPQ

FundExpense ratioFee$10k

JEPQ0.35%$35

JEPI0.35%$35

AVL1.01%$101

End-of-day Nov 12, 2026 · fee on $10,000 a year

Yields: AVL, JEPQ, JEPI

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

+34.2%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

SPYM vs SPY

YTD

SPDRSPYM

+12.0%

SPYSPDR

+11.9%

Measure

JEPQ

−16.4%Year to dateJan 1 → Nov 12+7.8%

−23.3%1 yearTotal return+8.8%

[…]3 years · per year$10,000 became […] · $16,406+17.9%

[…]5 years · per year[…]

1.01%Expense ratio$101 · $35 a year on $10k · lower is better0.35%

35.85%Trailing 12-mo yield$3,585 · $1,224 a year on $10k12.24%

−68.7%Worst dropSmaller is better−11.5%

98.8%VolatilityLower is calmer16.9%

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

1–5JEPQ wins

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

3.4%AVGOnot top 5

Held in common2.0%

End-of-day Nov 12, 2026 · share of each fund

AVL vs JEPQ Returns, Every Period

1Y

DirexionAVL

−23.3%

past year

JEPQJ.P. Morgan

+8.8%

past year

AVLJEPQFaded: behind in that period

0–2JEPQ wins

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

Single-Stock Leverage vs Income: AVL vs JEPQ

YTD

DirexionAVL

−16.4%

JEPQJ.P. Morgan

+7.8%

−16.4%Year to date+7.8%

−68.7%Worst drop · 1Y−11.5%

98.8%Volatility · 1Y16.9%

35.9%Yield12.2%

$244MAssets$42.6B

3–1JEPQ wins

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

1Y

35.85%highest, AVL

FundTrailing yieldYield$10k

AVL35.85%$3,585

JEPQ12.24%$1,224

JEPI7.86%$786

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

Income After Fees on $10,000

1Y

$3,484most kept, AVL

AVL$3,585 − $101 = $3,484

JEPQ$1,224 − $35 = $1,189

JEPI$786 − $35 = $751

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: AVL, JEPQ, JEPI

Today

28.4%most shared, JEPQ and JEPI

AVLJEPQJEPI

AVL—2.0%1.9%

JEPQ2.0%—28.4%

JEPI1.9%28.4%—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+10.1%JEPI, at 9.0% volatility

JEPIWorst drop−6.7%9.0% vol

JEPQWorst drop−11.5%16.9% vol

AVLWorst drop−68.7%98.8% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

AVLJEPI

−16.4%Year to date+8.3%

35.9%Yield7.9%

−23.3%Past year+10.1%

1.01%Fee0.35%

3–1JEPI wins

End-of-day Nov 12, 2026

+12.0%Year to date+11.9%

1.0%Yield1.0%

$186BAssets$806B

1–0SPYM wins

End-of-day Nov 12, 2026

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AVL, JEPQ and JEPI

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three