Compare · 3 funds side by side · dividends reinvested

MSFD, JEPQ and JEPI

MSFDDirexion×JEPQJ.P. Morgan×JEPIJ.P. Morgan×

02 / 04

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$14,510JEPI · best of the three

Story of the three · IncomeMost incomeJEPQ · 12.24% · $1,224 a year on $10k

Story of the three · RiskSmallest drop

MSFD, JEPQ and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.86%+8.3%+10.1%+11.1%+7.7%−6.7%9.0%$47.3B1.3

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.24%+7.8%+8.8%+17.9%[…]−11.5%16.9%$42.6B1.6

Direxion Daily MSFT Bear 1X ETFSingle-Stock Leverage1.16%4.27%−13.2%−8.6%−12.6%[…]−38.9%34.6%$10M3.0

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

End-of-day Nov 12, 2026 · returns include dividends · since: MSFD 2022 · JEPQ 2022 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Direxion Daily MSFT Bear 1X ETF · $10M[…]

MSFD

JEPQ

JPMorgan Nasdaq Equity Premium Income ETF · $42.6B[…]

$10,000 five years ago, dividends reinvested

MSFDMeasure

More Ways to See the Pairs

MSFD vs JEPQ: Top 5 Holdings

Today

MSFD

[…]in top 5

JEPQ

in top 527.3%

MSFDStockJEPQ

not top 5AAPL7.2%

not top 5NVDA5.9%

not top 5MSFT5.6%

not top 5GOOG4.3%

not top 5AMZN4.2%

Cost, Income and Risk

Fees: MSFD, JEPQ, JEPI

Today

0.35%lowest, JEPQ

FundExpense ratioFee$10k

JEPQ0.35%$35

JEPI0.35%$35

MSFD1.16%$116

End-of-day Nov 12, 2026 · fee on $10,000 a year

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

+34.2%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

SPYM vs SPY

YTD

SPDRSPYM

+12.0%

SPYSPDR

+11.9%

JEPQ

−13.2%Year to dateJan 1 → Nov 12+7.8%

−8.6%1 yearTotal return+8.8%

−12.6%3 years · per year$10,000 became $6,685 · $16,406+17.9%

[…]5 years · per year[…]

1.16%Expense ratio$116 · $35 a year on $10k · lower is better0.35%

4.27%Trailing 12-mo yield$427 · $1,224 a year on $10k12.24%

−38.9%Worst dropSmaller is better−11.5%

34.6%VolatilityLower is calmer16.9%

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

0–7JEPQ wins

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

Held in common[…]

End-of-day Nov 12, 2026 · share of each fund

MSFD vs JEPQ Returns, Every Period

1Y

DirexionMSFD

−8.6%

past year

JEPQJ.P. Morgan

+8.8%

past year

MSFDJEPQFaded: behind in that period

0–3JEPQ wins

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

Single-Stock Leverage vs Income: MSFD vs JEPQ

YTD

DirexionMSFD

−13.2%

JEPQJ.P. Morgan

+7.8%

−13.2%Year to date+7.8%

−38.9%Worst drop · 1Y−11.5%

34.6%Volatility · 1Y16.9%

4.3%Yield12.2%

$10.3MAssets$42.6B

4–0JEPQ wins

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

Yields: MSFD, JEPQ, JEPI

1Y

12.24%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.24%$1,224

JEPI7.86%$786

MSFD4.27%$427

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

Income After Fees on $10,000

1Y

$1,189most kept, JEPQ

JEPQ$1,224 − $35 = $1,189

JEPI$786 − $35 = $751

MSFD$427 − $116 = $311

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: MSFD, JEPQ, JEPI

Today

28.4%most shared, JEPQ and JEPI

MSFDJEPQJEPI

MSFD—[…][…]

JEPQ[…]—28.4%

JEPI[…]28.4%—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+10.1%JEPI, at 9.0% volatility

JEPIWorst drop−6.7%9.0% vol

JEPQWorst drop−11.5%16.9% vol

MSFDWorst drop−38.9%34.6% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQJEPI

+7.8%Year to date+8.3%

12.2%Yield7.9%

+8.8%Past year+10.1%

0.35%Fee0.35%

2–1JEPI wins

End-of-day Nov 12, 2026

+12.0%Year to date+11.9%

1.0%Yield1.0%

$186BAssets$806B

1–0SPYM wins

End-of-day Nov 12, 2026

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MSFD, JEPQ and JEPI

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three

Yields: MSFD, JEPQ, JEPI