Compare · 3 funds side by side · dividends reinvested

DFEN, JEPQ and SCHD

DFENDirexion×JEPQJ.P. Morgan×SCHDSchwab×

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$32,894DFEN · best of the three

Story of the three · IncomeMost incomeJEPQ · 12.45% · $1,245 a year on $10k

Story of the three · RiskSmallest drop

DFEN, JEPQ and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.94%+33.8%+38.8%+19.5%+10.4%−6.9%11.8%$122B1.5

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.45%+6.0%+8.8%+17.6%[…]−11.5%16.9%$40.7B2.0

Direxion Daily Aerospace & Defense Bull 3X SharesLeveraged · 3x0.96%10.73%−17.9%−13.7%+54.2%+26.9%−55.5%72.5%$262M2.4

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

End-of-day Nov 10, 2026 · returns include dividends · since: DFEN 2017 · JEPQ 2022 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Direxion Daily Aerospace & Defense Bull 3X Shares · $262M$32,894

DFEN

JEPQ

JPMorgan Nasdaq Equity Premium Income ETF · $40.7B[…]

$10,000 five years ago, dividends reinvested · they hold 0.2% in common

DFEN

More Ways to See the Pairs

DFEN vs JEPQ: Top 5 Holdings

Today

DFEN

10.6%in top 5

JEPQ

in top 528.0%

DFENStockJEPQ

not top 5AAPL7.2%

not top 5NVDA6.2%

not top 5MSFT6.0%

not top 5AMZN4.3%

not top 5GOOG4.3%

Cost, Income and Risk

Fees: DFEN, JEPQ, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

JEPQ0.35%$35

DFEN0.96%$96

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

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

+33.8%Year to date+15.1%

2.9%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

SPYM vs SPY

YTD

SPDRSPYM

+10.9%

SPYSPDR

+10.8%

Measure

JEPQ

−17.9%Year to dateJan 1 → Nov 10+6.0%

−13.7%1 yearTotal return+8.8%

+54.2%3 years · per year$10,000 became $36,695 · $16,284+17.6%

+26.9%5 years · per year$10,000 became $32,894 · […][…]

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

10.73%Trailing 12-mo yield$1,073 · $1,245 a year on $10k12.45%

−55.5%Worst dropSmaller is better−11.5%

72.5%VolatilityLower is calmer16.9%

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

1–6JEPQ wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

4.2%GEnot top 5

3.2%RTXnot top 5

1.3%BAnot top 5

1.0%LMTnot top 5

1.0%TDGnot top 5

Held in common0.2%

End-of-day Nov 10, 2026 · share of each fund

DFEN vs JEPQ Returns, Every Period

1Y

DirexionDFEN

−13.7%

past year

JEPQJ.P. Morgan

+8.8%

past year

DFENJEPQFaded: behind in that period

1–2JEPQ wins

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

Leveraged vs Income: DFEN vs JEPQ

YTD

DirexionDFEN

−17.9%

JEPQJ.P. Morgan

+6.0%

−17.9%Year to date+6.0%

−55.5%Worst drop · 1Y−11.5%

72.5%Volatility · 1Y16.9%

10.7%Yield12.4%

$262MAssets$40.7B

4–0JEPQ wins

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

Yields: DFEN, JEPQ, SCHD

1Y

12.45%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.45%$1,245

DFEN10.73%$1,073

SCHD2.94%$294

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$1,210most kept, JEPQ

JEPQ$1,245 − $35 = $1,210

DFEN$1,073 − $96 = $977

SCHD$294 − $6 = $288

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: DFEN, JEPQ, SCHD

Today

3.7%most shared, JEPQ and SCHD

DFENJEPQSCHD

DFEN—0.2%1.0%

JEPQ0.2%—3.7%

SCHD1.0%3.7%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+38.8%SCHD, at 11.8% volatility

SCHDWorst drop−6.9%11.8% vol

JEPQWorst drop−11.5%16.9% vol

DFENWorst drop−55.5%72.5% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQSCHD

+6.0%Year to date+33.8%

12.4%Yield2.9%

+8.8%Past year+38.8%

0.35%Fee0.06%

3–1SCHD wins

End-of-day Nov 10, 2026

+6.0%Year to date+7.6%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 10, 2026

+10.9%Year to date+10.8%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 10, 2026

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DFEN, JEPQ and SCHD

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three

Yields: DFEN, JEPQ, SCHD