Compare · 3 funds side by side · dividends reinvested

TPOR, JEPQ and JEPI

TPORDirexion×JEPQJ.P. Morgan×JEPIJ.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

TPOR, JEPQ 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%$46.8B1.6

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.79%+3.2%+4.5%+17.4%[…]−11.5%16.7%$42.6B2.0

Direxion Daily Transportation Bull 3X ETFLeveraged · 3x1.12%0.89%+8.0%+19.7%+19.4%−7.0%−35.3%60.1%$17M2.1

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: TPOR 2017 · JEPQ 2022 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

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

TPOR

JEPQ

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

$10,000 five years ago, dividends reinvested · they hold 0.9% in common

TPORMeasureJEPQ

+8.0%Year to dateJan 1 → Nov 6+3.2%

+19.7%1 yearTotal return+4.5%

+19.4%3 years · per year$10,000 became $17,032 · $16,202+17.4%

−7.0%5 years · per year$10,000 became $6,973 · […][…]

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

0.89%Trailing 12-mo yield$89 · $1,279 a year on $10k12.79%

−35.3%Worst dropSmaller is better−11.5%

60.1%VolatilityLower is calmer16.7%

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

3–4JEPQ 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 JEPQ: Top 5 Holdings

Today

TPOR

11.8%in top 5

JEPQ

in top 528.9%

TPORStockJEPQ

not top 5AAPL7.4%

not top 5NVDA6.6%

not top 5MSFT6.1%

not top 5GOOG4.4%

not top 5AMZN4.4%

4.1%UNPnot top 5

3.3%UBERnot top 5

2.2%CSXnot top 5

1.1%UPSnot top 5

1.1%DALnot top 5

Held in common0.9%

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

TPOR vs JEPQ Returns, Every Period

DirexionTPOR

+19.7%

past year

JEPQJ.P. Morgan

+4.5%

past year

TPORJEPQFaded: behind in that period

3–0TPOR wins

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

Leveraged vs Income: TPOR vs JEPQ

YTD

DirexionTPOR

+8.0%

JEPQJ.P. Morgan

+3.2%

+8.0%Year to date+3.2%

−35.3%Worst drop · 1Y−11.5%

60.1%Volatility · 1Y16.7%

0.9%Yield12.8%

$16.7MAssets$42.6B

3–1JEPQ wins

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

Cost, Income and Risk

Fees: TPOR, JEPQ, JEPI

Today

0.35%lowest, JEPQ

FundExpense ratioFee$10k

JEPQ0.35%$35

JEPI0.35%$35

TPOR1.12%$112

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

Yields: TPOR, JEPQ, JEPI

12.79%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.79%$1,279

JEPI8.09%$809

TPOR0.89%$89

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

TPOR$89 − $112 = −$23

KeptFee

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

Overlap: TPOR, JEPQ, JEPI

Today

26.8%most shared, JEPQ and JEPI

TPORJEPQJEPI

TPOR—0.9%1.0%

JEPQ0.9%—26.8%

JEPI1.0%26.8%—

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

Return vs Bumpiness: 3 ETFs

+19.7%TPOR, at 60.1% volatility

JEPIWorst drop−6.7%8.8% vol

JEPQWorst drop−11.5%16.7% 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

JEPQTPOR

+3.2%Year to date+8.0%

12.8%Yield0.9%

+4.5%Past year+19.7%

0.35%Fee1.12%

2–2level

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%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026