Compare · 3 funds side by side · dividends reinvested

DFEN, SCHD and JEPI

DFENDirexion×SCHDSchwab×JEPIJ.P. Morgan×

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$33,317DFEN · best of the three

Story of the three · IncomeMost incomeDFEN · 10.36% · $1,036 a year on $10k

Story of the three · RiskSmallest drop

DFEN, SCHD and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.93%+34.6%+39.3%+19.9%+10.4%−6.9%11.8%$123B1.8

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.84%+8.6%+11.2%+11.1%+7.8%−6.7%9.0%$46.6B2.0

Direxion Daily Aerospace & Defense Bull 3X SharesLeveraged · 3x0.96%10.36%−15.0%−13.0%+56.5%+27.2%−55.5%72.5%$290M2.3

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

End-of-day Nov 11, 2026 · returns include dividends · since: DFEN 2017 · SCHD 2011 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Direxion Daily Aerospace & Defense Bull 3X Shares · $290M$33,317

DFEN

SCHD

Schwab U.S. Dividend Equity ETF · $123B$16,418

$10,000 five years ago, dividends reinvested · they hold 1.0% in common

DFEN

More Ways to See the Pairs

DFEN vs SCHD: Top 5 Holdings

Today

DFEN

10.9%in top 5

SCHD

in top 521.7%

DFENStockSCHD

not top 5TXN4.6%

not top 5PG4.4%

4.3%GEnot top 5

not top 5HD4.3%

not top 5KO4.3%

Cost, Income and Risk

Fees: DFEN, SCHD, JEPI

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

JEPI0.35%$35

DFEN0.96%$96

End-of-day Nov 11, 2026 · fee on $10,000 a year

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

SPYM vs SPY

YTD

SPDRSPYM

+12.4%

SPYSPDR

+12.3%

Measure

SCHD

−15.0%Year to dateJan 1 → Nov 11+34.6%

−13.0%1 yearTotal return+39.3%

+56.5%3 years · per year$10,000 became $38,359 · $17,234+19.9%

+27.2%5 years · per year$10,000 became $33,317 · $16,418+10.4%

0.96%Expense ratio$96 · $6 a year on $10k · lower is better0.06%

10.36%Trailing 12-mo yield$1,036 · $293 a year on $10k2.93%

−55.5%Worst dropSmaller is better−6.9%

72.5%VolatilityLower is calmer11.8%

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

3–5SCHD wins

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5AMGN4.1%

3.3%RTXnot top 5

1.3%BAnot top 5

1.0%LMTnot top 5

1.0%TDGnot top 5

Held in common1.0%

End-of-day Nov 11, 2026 · share of each fund

DFEN vs SCHD Returns, Every Period

5Y

DirexionDFEN

+27.2%

5 years, per year

SCHDSchwab

+10.4%

5 years, per year

DFENSCHDFaded: behind in that period

2–2Level

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

Leveraged vs Income: DFEN vs JEPI

YTD

DirexionDFEN

−15.0%

JEPIJ.P. Morgan

+8.6%

−15.0%Year to date+8.6%

−55.5%Worst drop · 1Y−6.7%

72.5%Volatility · 1Y9.0%

10.4%Yield7.8%

$290MAssets$46.6B

3–1JEPI wins

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

Yields: DFEN, SCHD, JEPI

1Y

10.36%highest, DFEN

FundTrailing yieldYield$10k

DFEN10.36%$1,036

JEPI7.84%$784

SCHD2.93%$293

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$940most kept, DFEN

DFEN$1,036 − $96 = $940

JEPI$784 − $35 = $749

SCHD$293 − $6 = $287

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: DFEN, SCHD, JEPI

Today

8.5%most shared, SCHD and JEPI

DFENSCHDJEPI

DFEN—1.0%2.4%

SCHD1.0%—8.5%

JEPI2.4%8.5%—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+39.3%SCHD, at 11.8% volatility

JEPIWorst drop−6.7%9.0% vol

SCHDWorst drop−6.9%11.8% vol

DFENWorst drop−55.5%72.5% vol

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

DFENSCHD

−15.0%Year to date+34.6%

10.4%Yield2.9%

−13.0%Past year+39.3%

0.96%Fee0.06%

3–1SCHD wins

End-of-day Nov 11, 2026

+8.1%Year to date+8.6%

12.2%Yield7.8%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 11, 2026

+12.4%Year to date+12.3%

1.0%Yield1.0%

$183BAssets$792B

1–0SPYM wins

End-of-day Nov 11, 2026

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DFEN, SCHD and JEPI

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three

Yields: DFEN, SCHD, JEPI