Compare · 3 funds side by side · dividends reinvested

ORCS, JEPI and JEPQ

ORCSDirexion×JEPIJ.P. Morgan×JEPQJ.P. Morgan×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$14,118JEPI · best of the three

02 / 04

ORCS, JEPI and JEPQ, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%8.09%+5.3%+8.2%+10.7%+7.1%−6.7%8.8%$45.2B1.4

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.79%+3.2%+4.5%+17.4%[…]−11.5%16.7%$40.7B1.7

Direxion Daily ORCL Bear 1X ETFSingle-Stock Leverage0.99%1.77%+28.0%[…][…][…][…][…]$8M2.3

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

End-of-day Nov 6, 2026 · returns include dividends · since: ORCS 2025 · JEPI 2020 · JEPQ 2022

Head to Head

Swap sides Versus in desk

Head to Head

Direxion Daily ORCL Bear 1X ETF · $8M[…]

ORCS

JEPI

JPMorgan Equity Premium Income ETF · $45.2B$14,118

$10,000 five years ago, dividends reinvested

ORCSMeasureJEPI

+28.0%Year to dateJan 1 → Nov 6+5.3%

[…]1 yearTotal return+8.2%

[…]3 years · per year$10,000 became […] · $13,562+10.7%

[…]5 years · per year$10,000 became […] · $14,118+7.1%

0.99%Expense ratio$99 · $35 a year on $10k · lower is better0.35%

1.77%Trailing 12-mo yield$177 · $809 a year on $10k8.09%

[…]Worst dropSmaller is better−6.7%

[…]VolatilityLower is calmer8.8%

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

1–2JEPI wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

ORCS vs JEPI: Top 5 Holdings

Today

ORCS

[…]in top 5

JEPI

in top 59.9%

ORCSStockJEPI

not top 5MA2.1%

not top 5MSFT2.0%

not top 5AAPL2.0%

not top 5MMM1.9%

not top 5NEE1.9%

Held in common[…]

End-of-day Nov 6, 2026 · share of each fund

ORCS vs JEPI Returns, Every Period

DirexionORCS

[…]

past year

JEPIJ.P. Morgan

+8.2%

past year

ORCSJEPIFaded: behind in that period

1–0ORCS wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Single-Stock Leverage vs Income: ORCS vs JEPQ

YTD

DirexionORCS

+28.0%

JEPQJ.P. Morgan

+3.2%

+28.0%Year to date+3.2%

[…]Worst drop · 1Y−11.5%

[…]Volatility · 1Y16.7%

1.8%Yield12.8%

$7.8MAssets$40.7B

1–1level

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: ORCS, JEPI, JEPQ

Today

0.35%lowest, JEPI

FundExpense ratioFee$10k

JEPI0.35%$35

JEPQ0.35%$35

ORCS0.99%$99

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: ORCS, JEPI, JEPQ

12.79%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.79%$1,279

JEPI8.09%$809

ORCS1.77%$177

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$1,244most kept, JEPQ

JEPQ$1,279 − $35 = $1,244

JEPI$809 − $35 = $774

ORCS$177 − $99 = $78

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: ORCS, JEPI, JEPQ

Today

26.8%most shared, JEPI and JEPQ

ORCSJEPIJEPQ

ORCS—[…][…]

JEPI[…]—26.8%

JEPQ[…]26.8%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+8.2%JEPI, at 8.8% volatility

JEPIWorst drop−6.7%8.8% vol

JEPQWorst drop−11.5%16.7% vol

ORCSWorst drop[…][…]

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQORCS

+3.2%Year to date+28.0%

12.8%Yield1.8%

+4.5%Past year[…]

0.35%Fee0.99%

2–1JEPQ wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026