Compare · 3 funds side by side · dividends reinvested

NFXL, JEPQ and JEPI

NFXLDirexion×JEPQJ.P. Morgan×JEPIJ.P. Morgan×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$14,635JEPI · best of the three

02 / 04

NFXL, JEPQ 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%$46.0B1.5

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.28%+7.5%+8.6%+20.4%[…]−8.8%15.5%$41.8B1.6

Direxion Daily NFLX Bull 2X SharesSingle-Stock Leverage1.06%17.13%−62.6%−74.8%[…][…]−77.3%71.6%$114M2.7

Rank among the three1st → 3rdFee, 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: NFXL 2024 · JEPQ 2022 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

Direxion Daily NFLX Bull 2X Shares · $114M[…]

NFXL

JEPQ

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

$10,000 five years ago, dividends reinvested · they hold 1.1% in common

NFXLMeasureJEPQ

−62.6%Year to dateJan 1 → Nov 4+7.5%

−74.8%1 yearTotal return+8.6%

[…]3 years · per year$10,000 became […] · $17,450+20.4%

[…]5 years · per year[…]

1.06%Expense ratio$106 · $35 a year on $10k · lower is better0.35%

17.13%Trailing 12-mo yield$1,713 · $1,228 a year on $10k12.28%

−77.3%Worst dropSmaller is better−8.8%

71.6%VolatilityLower is calmer15.5%

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

1–5JEPQ wins

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

More Ways to See the Pairs

NFXL vs JEPQ: Top 5 Holdings

Today

NFXL

4.4%in top 5

JEPQ

in top 527.5%

NFXLStockJEPQ

not top 5NVDA6.9%

not top 5AAPL6.9%

not top 5MSFT5.5%

4.4%NFLXnot top 5

not top 5GOOG4.1%

not top 5MU4.1%

Held in common1.1%

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

NFXL vs JEPQ Returns, Every Period

DirexionNFXL

−74.8%

past year

JEPQJ.P. Morgan

+8.6%

past year

NFXLJEPQFaded: behind in that period

0–2JEPQ wins

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

Single-Stock Leverage vs Income: NFXL vs JEPQ

YTD

DirexionNFXL

−62.6%

JEPQJ.P. Morgan

+7.5%

−62.6%Year to date+7.5%

−77.3%Worst drop · 1Y−8.8%

71.6%Volatility · 1Y15.5%

17.1%Yield12.3%

$114MAssets$41.8B

3–1JEPQ wins

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

Cost, Income and Risk

Fees: NFXL, JEPQ, JEPI

Today

0.35%lowest, JEPQ

FundExpense ratioFee$10k

JEPQ0.35%$35

JEPI0.35%$35

NFXL1.06%$106

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

Yields: NFXL, JEPQ, JEPI

17.13%highest, NFXL

FundTrailing yieldYield$10k

NFXL17.13%$1,713

JEPQ12.28%$1,228

JEPI7.96%$796

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

Income After Fees on $10,000

$1,607most kept, NFXL

NFXL$1,713 − $106 = $1,607

JEPQ$1,228 − $35 = $1,193

JEPI$796 − $35 = $761

KeptFee

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

Overlap: NFXL, JEPQ, JEPI

Today

26.6%most shared, JEPQ and JEPI

NFXLJEPQJEPI

NFXL—1.1%0.8%

JEPQ1.1%—26.6%

JEPI0.8%26.6%—

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

Return vs Bumpiness: 3 ETFs

+9.8%JEPI, at 7.9% volatility

JEPIWorst drop−6.7%7.9% vol

JEPQWorst drop−8.8%15.5% vol

NFXLWorst drop−77.3%71.6% vol

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

Paid More vs Made More

YTD

NFXLJEPQ

−62.6%Year to date+7.5%

17.1%Yield12.3%

−74.8%Past year+8.6%

1.06%Fee0.35%

3–1JEPQ wins

End-of-day Nov 4, 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 4, 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 4, 2026