Compare · 3 funds side by side · dividends reinvested

DUSL, JEPQ and JEPI

DUSLDirexion×JEPQJ.P. Morgan×JEPIJ.P. Morgan×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$21,125DUSL · best of the three

02 / 04

DUSL, JEPQ and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.28%+7.5%+8.6%+20.4%[…]−8.8%15.5%$41.8B1.9

Direxion Daily Industrials Bull 3X ETFLeveraged · 3x0.98%9.55%+16.8%+15.6%+52.3%+16.1%−33.7%52.5%$42M1.9

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.96%+7.0%+9.8%+12.4%+7.4%−6.7%7.9%$46.0B2.0

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

End-of-day Nov 3, 2026 · returns include dividends · since: DUSL 2017 · JEPQ 2022 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

Direxion Daily Industrials Bull 3X ETF · $42M$21,125

DUSL

JEPQ

JPMorgan Nasdaq Equity Premium Income ETF · $41.8B[…]

$10,000 five years ago, dividends reinvested · they hold 1.7% in common

DUSLMeasureJEPQ

+16.8%Year to dateJan 1 → Nov 3+7.5%

+15.6%1 yearTotal return+8.6%

+52.3%3 years · per year$10,000 became $35,312 · $17,450+20.4%

+16.1%5 years · per year$10,000 became $21,125 · […][…]

0.98%Expense ratio$98 · $35 a year on $10k · lower is better0.35%

9.55%Trailing 12-mo yield$955 · $1,228 a year on $10k12.28%

−33.7%Worst dropSmaller is better−8.8%

52.5%VolatilityLower is calmer15.5%

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

3–4JEPQ wins

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

More Ways to See the Pairs

DUSL vs JEPQ: Top 5 Holdings

Today

DUSL

5.2%in top 5

JEPQ

in top 527.5%

DUSLStockJEPQ

not top 5NVDA6.9%

not top 5AAPL6.9%

not top 5MSFT5.5%

not top 5GOOG4.1%

not top 5MU4.1%

1.3%GEnot top 5

1.1%CATnot top 5

1.1%RTXnot top 5

0.9%GEVnot top 5

0.7%UNPnot top 5

Held in common1.7%

End-of-day Nov 3, 2026 · share of each fund

DUSL vs JEPQ Returns, Every Period

DirexionDUSL

+15.6%

past year

JEPQJ.P. Morgan

+8.6%

past year

DUSLJEPQFaded: behind in that period

3–0DUSL wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

Leveraged vs Income: DUSL vs JEPQ

YTD

DirexionDUSL

+16.8%

JEPQJ.P. Morgan

+7.5%

+16.8%Year to date+7.5%

−33.7%Worst drop · 1Y−8.8%

52.5%Volatility · 1Y15.5%

9.5%Yield12.3%

$42.1MAssets$41.8B

3–1JEPQ wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DUSL, JEPQ, JEPI

Today

0.35%lowest, JEPQ

FundExpense ratioFee$10k

JEPQ0.35%$35

JEPI0.35%$35

DUSL0.98%$98

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: DUSL, JEPQ, JEPI

12.28%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.28%$1,228

DUSL9.55%$955

JEPI7.96%$796

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$1,193most kept, JEPQ

JEPQ$1,228 − $35 = $1,193

DUSL$955 − $98 = $857

JEPI$796 − $35 = $761

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: DUSL, JEPQ, JEPI

Today

26.6%most shared, JEPQ and JEPI

DUSLJEPQJEPI

DUSL—1.7%5.2%

JEPQ1.7%—26.6%

JEPI5.2%26.6%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+15.6%DUSL, at 52.5% volatility

JEPIWorst drop−6.7%7.9% vol

JEPQWorst drop−8.8%15.5% vol

DUSLWorst drop−33.7%52.5% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQDUSL

+7.5%Year to date+16.8%

12.3%Yield9.5%

+8.6%Past year+15.6%

0.35%Fee0.98%

2–2level

End-of-day Nov 3, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026