Compare · 2 funds side by side · dividends reinvested

LMTL and JEPI

LMTLDirexion×JEPIJ.P. Morgan×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,108JEPI · best of the two

02 / 04

LMTL and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%8.09%+5.2%+8.3%+11.0%+7.1%−6.7%8.8%$46.1B1.3

Direxion Shares ETF Trust - Direxion Daily LMT Bull 2X ETFSingle-Stock Leverage2.47%4.22%+22.9%+21.3%[…][…]−50.2%61.3%$8M1.7

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: LMTL 2025 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

Direxion Shares ETF Trust - Direxion Daily LMT Bull 2X ETF · $8M[…]

LMTL

JEPI

JPMorgan Equity Premium Income ETF · $46.1B$14,108

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

LMTLMeasureJEPI

+22.9%Year to dateJan 1 → Nov 5+5.2%

+21.3%1 yearTotal return+8.3%

[…]3 years · per year$10,000 became […] · $13,674+11.0%

[…]5 years · per year$10,000 became […] · $14,108+7.1%

2.47%Expense ratio$247 · $35 a year on $10k · lower is better0.35%

4.22%Trailing 12-mo yield$422 · $809 a year on $10k8.09%

−50.2%Worst dropSmaller is better−6.7%

61.3%VolatilityLower is calmer8.8%

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

2–4JEPI wins

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

More Ways to See the Pairs

LMTL vs JEPI: Top 5 Holdings

Today

LMTL

3.1%in top 5

JEPI

in top 59.9%

LMTLStockJEPI

3.1%LMTnot top 5

not top 5MA2.0%

not top 5MSFT2.0%

not top 5MMM1.9%

not top 5AAPL1.9%

not top 5V1.9%

Held in common0.0%

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

LMTL vs JEPI Returns, Every Period

DirexionLMTL

+21.3%

past year

JEPIJ.P. Morgan

+8.3%

past year

LMTLJEPIFaded: behind in that period

2–0LMTL wins

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

Single-Stock Leverage vs Income: LMTL vs JEPI

YTD

DirexionLMTL

+22.9%

JEPIJ.P. Morgan

+5.2%

+22.9%Year to date+5.2%

−50.2%Worst drop · 1Y−6.7%

61.3%Volatility · 1Y8.8%

4.2%Yield8.1%

$7.8MAssets$46.1B

3–1JEPI wins

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

Cost, Income and Risk

Fees: LMTL, JEPI

Today

0.35%lowest, JEPI

FundExpense ratioFee$10k

JEPI0.35%$35

LMTL2.47%$247

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

Yields: LMTL, JEPI

8.09%highest, JEPI

FundTrailing yieldYield$10k

JEPI8.09%$809

LMTL4.22%$422

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

Income After Fees on $10,000

$774most kept, JEPI

JEPI$809 − $35 = $774

LMTL$422 − $247 = $175

KeptFee

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

Overlap: LMTL, JEPI

Today

0.0%most shared, LMTL and JEPI

LMTLJEPI

LMTL—0.0%

JEPI0.0%—

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

Return vs Bumpiness: 2 ETFs

+21.3%LMTL, at 61.3% volatility

JEPIWorst drop−6.7%8.8% vol

LMTLWorst drop−50.2%61.3% vol

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

Paid More vs Made More

YTD

JEPILMTL

+5.2%Year to date+22.9%

8.1%Yield4.2%

+8.3%Past year+21.3%

0.35%Fee2.47%

2–2level

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