Compare · 2 funds side by side · dividends reinvested

FAS and JEPQ

FASDirexion×JEPQJ.P. Morgan×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$15,420FAS · best of the two

02 / 04

FAS 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%$41.8B1.4

Direxion Daily Financial Bull 3X ETFLeveraged · 3x0.92%7.80%+13.0%+29.5%+59.6%+9.0%−40.9%44.4%$2.2B1.5

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

End-of-day Nov 4, 2026 · returns include dividends · since: FAS 2008 · JEPQ 2022

Head to Head

Swap sides Versus in desk

Head to Head

Direxion Daily Financial Bull 3X ETF · $2.2B$15,420

FAS

JEPQ

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

$10,000 five years ago, dividends reinvested · they hold 0.5% in common

FASMeasureJEPQ

+13.0%Year to dateJan 1 → Nov 4+8.5%

+29.5%1 yearTotal return+9.3%

+59.6%3 years · per year$10,000 became $40,651 · $17,406+20.3%

+9.0%5 years · per year$10,000 became $15,420 · […][…]

0.92%Expense ratio$92 · $35 a year on $10k · lower is better0.35%

7.80%Trailing 12-mo yield$780 · $1,217 a year on $10k12.17%

−40.9%Worst dropSmaller is better−8.8%

44.4%VolatilityLower is calmer15.5%

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

3–4JEPQ wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

FAS vs JEPQ: Top 5 Holdings

Today

FAS

8.7%in top 5

JEPQ

in top 527.9%

FASStockJEPQ

not top 5NVDA7.1%

not top 5AAPL6.8%

not top 5MSFT5.6%

not top 5MU4.2%

not top 5GOOG4.1%

2.6%BRK-Bnot top 5

2.2%JPMnot top 5

1.8%Vnot top 5

1.3%MAnot top 5

0.8%BACnot top 5

Held in common0.5%

End-of-day Nov 4, 2026 · share of each fund

FAS vs JEPQ Returns, Every Period

DirexionFAS

+29.5%

past year

JEPQJ.P. Morgan

+9.3%

past year

FASJEPQFaded: behind in that period

3–0FAS wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Leveraged vs Income: FAS vs JEPQ

YTD

DirexionFAS

+13.0%

JEPQJ.P. Morgan

+8.5%

+13.0%Year to date+8.5%

−40.9%Worst drop · 1Y−8.8%

44.4%Volatility · 1Y15.5%

7.8%Yield12.2%

$2.2BAssets$41.8B

3–1JEPQ wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FAS, JEPQ

Today

0.35%lowest, JEPQ

FundExpense ratioFee$10k

JEPQ0.35%$35

FAS0.92%$92

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: FAS, JEPQ

12.17%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.17%$1,217

FAS7.80%$780

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$1,182most kept, JEPQ

JEPQ$1,217 − $35 = $1,182

FAS$780 − $92 = $688

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: FAS, JEPQ

Today

0.5%most shared, FAS and JEPQ

FASJEPQ

FAS—0.5%

JEPQ0.5%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+29.5%FAS, at 44.4% volatility

JEPQWorst drop−8.8%15.5% vol

FASWorst drop−40.9%44.4% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQFAS

+8.5%Year to date+13.0%

12.2%Yield7.8%

+9.3%Past year+29.5%

0.35%Fee0.92%

2–2level

End-of-day Nov 4, 2026

Popular Pairs Near These Two

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026