Compare · 2 funds side by side · dividends reinvested

TPOR and JEPI

TPORDirexion×JEPIJ.P. Morgan×

Versus in desk

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

02 / 04

TPOR and JEPI, 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%$46.8B1.4

Direxion Daily Transportation Bull 3X ETFLeveraged · 3x1.12%0.89%+8.0%+19.7%+19.4%−7.0%−35.3%60.1%$17M1.6

Rank among the two1st → 2ndFee, 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: TPOR 2017 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

Direxion Daily Transportation Bull 3X ETF · $17M$6,973

TPOR

JEPI

JPMorgan Equity Premium Income ETF · $46.8B$14,118

$10,000 five years ago, dividends reinvested · they hold 1.0% in common

TPORMeasureJEPI

+8.0%Year to dateJan 1 → Nov 6+5.3%

+19.7%1 yearTotal return+8.2%

+19.4%3 years · per year$10,000 became $17,032 · $13,562+10.7%

−7.0%5 years · per year$10,000 became $6,973 · $14,118+7.1%

1.12%Expense ratio$112 · $35 a year on $10k · lower is better0.35%

0.89%Trailing 12-mo yield$89 · $809 a year on $10k8.09%

−35.3%Worst dropSmaller is better−6.7%

60.1%VolatilityLower is calmer8.8%

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

3–5JEPI wins

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

More Ways to See the Pairs

TPOR vs JEPI: Top 5 Holdings

Today

TPOR

11.8%in top 5

JEPI

in top 59.9%

TPORStockJEPI

4.1%UNPnot top 5

3.3%UBERnot top 5

2.2%CSXnot top 5

not top 5MA2.1%

not top 5MSFT2.0%

not top 5AAPL2.0%

not top 5MMM1.9%

not top 5NEE1.9%

1.1%UPSnot top 5

1.1%DALnot top 5

Held in common1.0%

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

TPOR vs JEPI Returns, Every Period

DirexionTPOR

−7.0%

5 years, per year

JEPIJ.P. Morgan

+7.1%

5 years, per year

TPORJEPIFaded: behind in that period

3–1TPOR wins

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

Leveraged vs Income: TPOR vs JEPI

YTD

DirexionTPOR

+8.0%

JEPIJ.P. Morgan

+5.3%

+8.0%Year to date+5.3%

−35.3%Worst drop · 1Y−6.7%

60.1%Volatility · 1Y8.8%

0.9%Yield8.1%

$16.7MAssets$46.8B

3–1JEPI wins

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

Cost, Income and Risk

Fees: TPOR, JEPI

Today

0.35%lowest, JEPI

FundExpense ratioFee$10k

JEPI0.35%$35

TPOR1.12%$112

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

Yields: TPOR, JEPI

8.09%highest, JEPI

FundTrailing yieldYield$10k

JEPI8.09%$809

TPOR0.89%$89

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

Income After Fees on $10,000

$774most kept, JEPI

JEPI$809 − $35 = $774

TPOR$89 − $112 = −$23

KeptFee

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

Overlap: TPOR, JEPI

Today

1.0%most shared, TPOR and JEPI

TPORJEPI

TPOR—1.0%

JEPI1.0%—

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

Return vs Bumpiness: 2 ETFs

+19.7%TPOR, at 60.1% volatility

JEPIWorst drop−6.7%8.8% vol

TPORWorst drop−35.3%60.1% vol

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

Paid More vs Made More

YTD

JEPITPOR

+5.3%Year to date+8.0%

8.1%Yield0.9%

+8.2%Past year+19.7%

0.35%Fee1.12%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Two

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

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%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026