Compare · 2 funds side by side · dividends reinvested

TMF and JEPQ

TMFDirexion×JEPQJ.P. Morgan×

Versus in desk

02 / 04

IWD+0.0%

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Portfolio

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$1,200TMF · best of the two

Story of the two · IncomeMost incomeJEPQ · 12.45% · $1,245 a year on $10k

Story of the two · RiskSmallest drop

TMF and JEPQ, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.45%+6.0%+8.8%+17.6%[…]−11.5%16.9%$40.7B1.0

Direxion Daily 20+ Year Treasury Bull 3X ETFLeveraged · 3x1.01%4.81%−19.9%−25.7%−11.1%−34.6%−38.0%28.2%$2.0B1.9

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

End-of-day Nov 10, 2026 · returns include dividends · since: TMF 2009 · JEPQ 2022

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Direxion Daily 20+ Year Treasury Bull 3X ETF · $2.0B$1,200

TMF

JEPQ

JPMorgan Nasdaq Equity Premium Income ETF · $40.7B[…]

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

TMFMeasureJEPQ

−19.9%

More Ways to See the Pairs

TMF vs JEPQ: Top 5 Holdings

Today

TMF

18.7%in top 5

JEPQ

in top 528.0%

TMFStockJEPQ

18.7%TLTnot top 5

not top 5AAPL7.2%

not top 5NVDA6.2%

not top 5MSFT6.0%

not top 5AMZN4.3%

Cost, Income and Risk

Fees: TMF, JEPQ

Today

0.35%lowest, JEPQ

FundExpense ratioFee$10k

JEPQ0.35%$35

TMF1.01%$101

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

Yields: TMF, JEPQ

1Y

12.45%highest, JEPQ

FundTrailing yield

Popular Pairs Near These Two

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

+6.0%Year to date+7.6%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 10, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

SPYM vs SPY

YTD

SPDRSPYM

+10.9%

SPYSPDR

+10.8%

Year to dateJan 1 → Nov 10

+6.0%

−25.7%1 yearTotal return+8.8%

−11.1%3 years · per year$10,000 became $7,028 · $16,284+17.6%

−34.6%5 years · per year$10,000 became $1,200 · […][…]

1.01%Expense ratio$101 · $35 a year on $10k · lower is better0.35%

4.81%Trailing 12-mo yield$481 · $1,245 a year on $10k12.45%

−38.0%Worst dropSmaller is better−11.5%

28.2%VolatilityLower is calmer16.9%

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

0–7JEPQ wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5GOOG4.3%

Held in common0.0%

End-of-day Nov 10, 2026 · share of each fund

TMF vs JEPQ Returns, Every Period

1Y

DirexionTMF

−25.7%

past year

JEPQJ.P. Morgan

+8.8%

past year

TMFJEPQFaded: behind in that period

0–3JEPQ wins

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

Leveraged vs Income: TMF vs JEPQ

YTD

DirexionTMF

−19.9%

JEPQJ.P. Morgan

+6.0%

−19.9%Year to date+6.0%

−38.0%Worst drop · 1Y−11.5%

28.2%Volatility · 1Y16.9%

4.8%Yield12.4%

$2.0BAssets$40.7B

4–0JEPQ wins

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

Yield

$10k

JEPQ12.45%$1,245

TMF4.81%$481

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$1,210most kept, JEPQ

JEPQ$1,245 − $35 = $1,210

TMF$481 − $101 = $380

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: TMF, JEPQ

Today

0.0%most shared, TMF and JEPQ

TMFJEPQ

TMF—0.0%

JEPQ0.0%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+8.8%JEPQ, at 16.9% volatility

JEPQWorst drop−11.5%16.9% vol

TMFWorst drop−38.0%28.2% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQTMF

+6.0%Year to date−19.9%

12.4%Yield4.8%

+8.8%Past year−25.7%

0.35%Fee1.01%

4–0JEPQ wins

End-of-day Nov 10, 2026

+33.8%Year to date+15.1%

2.9%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

+10.9%Year to date+10.8%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 10, 2026

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TMF and JEPQ

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two