Compare · 2 funds side by side · dividends reinvested

DXD and JEPI

DXDProShares×JEPIJ.P. Morgan×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,322JEPI · best of the two

02 / 04

DXD and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.96%+7.0%+9.8%+12.4%+7.4%−6.7%7.9%$46.0B1.0

ProShares UltraShort Dow30Leveraged · 2x1.09%3.57%−11.8%−13.2%−24.2%−13.6%−30.5%25.5%$39M2.0

Rank among the two1st → 2ndFee, 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: DXD 2006 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

ProShares UltraShort Dow30 · $39M$4,823

DXD

JEPI

JPMorgan Equity Premium Income ETF · $46.0B$14,322

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

DXDMeasureJEPI

−11.8%Year to dateJan 1 → Nov 3+7.0%

−13.2%1 yearTotal return+9.8%

−24.2%3 years · per year$10,000 became $4,360 · $14,201+12.4%

−13.6%5 years · per year$10,000 became $4,823 · $14,322+7.4%

1.09%Expense ratio$109 · $35 a year on $10k · lower is better0.35%

3.57%Trailing 12-mo yield$357 · $796 a year on $10k7.96%

−30.5%Worst dropSmaller is better−6.7%

25.5%VolatilityLower is calmer7.9%

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

0–8JEPI wins

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

More Ways to See the Pairs

DXD vs JEPI: Top 5 Holdings

Today

DXD

85.3%in top 5

JEPI

in top 59.5%

DXDStockJEPI

85.3%IQMMnot top 5

not top 5MA2.0%

not top 5V1.9%

not top 5AAPL1.9%

not top 5MSFT1.9%

not top 5NEE1.8%

Held in common0.0%

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

DXD vs JEPI Returns, Every Period

ProSharesDXD

−13.6%

5 years, per year

JEPIJ.P. Morgan

+7.4%

5 years, per year

DXDJEPIFaded: behind in that period

0–4JEPI wins

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

Leveraged vs Income: DXD vs JEPI

YTD

ProSharesDXD

−11.8%

JEPIJ.P. Morgan

+7.0%

−11.8%Year to date+7.0%

−30.5%Worst drop · 1Y−6.7%

25.5%Volatility · 1Y7.9%

3.6%Yield8.0%

$39.1MAssets$46.0B

4–0JEPI wins

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

Cost, Income and Risk

Fees: DXD, JEPI

Today

0.35%lowest, JEPI

FundExpense ratioFee$10k

JEPI0.35%$35

DXD1.09%$109

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

Yields: DXD, JEPI

7.96%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.96%$796

DXD3.57%$357

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

Income After Fees on $10,000

$761most kept, JEPI

JEPI$796 − $35 = $761

DXD$357 − $109 = $248

KeptFee

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

Overlap: DXD, JEPI

Today

0.0%most shared, DXD and JEPI

DXDJEPI

DXD—0.0%

JEPI0.0%—

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

Return vs Bumpiness: 2 ETFs

+9.8%JEPI, at 7.9% volatility

JEPIWorst drop−6.7%7.9% vol

DXDWorst drop−30.5%25.5% vol

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

Paid More vs Made More

YTD

JEPIDXD

+7.0%Year to date−11.8%

8.0%Yield3.6%

+9.8%Past year−13.2%

0.35%Fee1.09%

4–0JEPI wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

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