Compare · 2 funds side by side · dividends reinvested

DRIP and JEPQ

DRIPDirexion×JEPQJ.P. Morgan×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$929DRIP · best of the two

02 / 04

DRIP 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%$42.1B1.0

Direxion Daily S&P Oil & Gas Exp. & Prod. Bear 2X ETFLeveraged · 2x1.03%3.18%−56.3%−57.5%−25.4%−37.8%−69.1%59.9%$139M1.9

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

End-of-day Nov 5, 2026 · returns include dividends · since: DRIP 2015 · JEPQ 2022

Head to Head

Swap sides Versus in desk

Head to Head

Direxion Daily S&P Oil & Gas Exp. & Prod. Bear 2X ETF · $139M$929

DRIP

JEPQ

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

$10,000 five years ago, dividends reinvested

DRIPMeasureJEPQ

−56.3%Year to dateJan 1 → Nov 5+8.5%

−57.5%1 yearTotal return+9.3%

−25.4%3 years · per year$10,000 became $4,155 · $17,406+20.3%

−37.8%5 years · per year$10,000 became $929 · […][…]

1.03%Expense ratio$103 · $35 a year on $10k · lower is better0.35%

3.18%Trailing 12-mo yield$318 · $1,217 a year on $10k12.17%

−69.1%Worst dropSmaller is better−8.8%

59.9%VolatilityLower is calmer15.5%

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

0–7JEPQ wins

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

More Ways to See the Pairs

DRIP vs JEPQ: Top 5 Holdings

Today

DRIP

[…]in top 5

JEPQ

in top 528.3%

DRIPStockJEPQ

not top 5AAPL7.1%

not top 5NVDA6.8%

not top 5MSFT6.0%

not top 5GOOG4.2%

not top 5AMZN4.2%

Held in common[…]

End-of-day Nov 5, 2026 · share of each fund

DRIP vs JEPQ Returns, Every Period

DirexionDRIP

−57.5%

past year

JEPQJ.P. Morgan

+9.3%

past year

DRIPJEPQFaded: behind in that period

0–3JEPQ wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Leveraged vs Income: DRIP vs JEPQ

YTD

DirexionDRIP

−56.3%

JEPQJ.P. Morgan

+8.5%

−56.3%Year to date+8.5%

−69.1%Worst drop · 1Y−8.8%

59.9%Volatility · 1Y15.5%

3.2%Yield12.2%

$139MAssets$42.1B

4–0JEPQ wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DRIP, JEPQ

Today

0.35%lowest, JEPQ

FundExpense ratioFee$10k

JEPQ0.35%$35

DRIP1.03%$103

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: DRIP, JEPQ

12.17%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.17%$1,217

DRIP3.18%$318

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$1,182most kept, JEPQ

JEPQ$1,217 − $35 = $1,182

DRIP$318 − $103 = $215

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: DRIP, JEPQ

Today

[…]holdings […]

DRIPJEPQ

DRIP—[…]

JEPQ[…]—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+9.3%JEPQ, at 15.5% volatility

JEPQWorst drop−8.8%15.5% vol

DRIPWorst drop−69.1%59.9% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQDRIP

+8.5%Year to date−56.3%

12.2%Yield3.2%

+9.3%Past year−57.5%

0.35%Fee1.03%

4–0JEPQ wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026