Compare · 2 funds side by side · dividends reinvested

UTSL and JEPI

UTSLDirexion×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

UTSL 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%$45.2B1.1

Direxion Daily Utilities Bull 3X ETFLeveraged · 3x0.98%2.47%−5.8%−16.5%+29.1%+5.1%−46.7%47.0%$62M1.9

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

End-of-day Nov 6, 2026 · returns include dividends · since: UTSL 2017 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

Direxion Daily Utilities Bull 3X ETF · $62M$12,815

UTSL

JEPI

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

$10,000 five years ago, dividends reinvested · they hold 4.9% in common

UTSLMeasureJEPI

−5.8%Year to dateJan 1 → Nov 6+5.3%

−16.5%1 yearTotal return+8.2%

+29.1%3 years · per year$10,000 became $21,508 · $13,562+10.7%

+5.1%5 years · per year$10,000 became $12,815 · $14,118+7.1%

0.98%Expense ratio$98 · $35 a year on $10k · lower is better0.35%

2.47%Trailing 12-mo yield$247 · $809 a year on $10k8.09%

−46.7%Worst dropSmaller is better−6.7%

47.0%VolatilityLower is calmer8.8%

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

1–7JEPI wins

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

More Ways to See the Pairs

UTSL vs JEPI: Top 5 Holdings

Today

UTSL

9.2%in top 5

JEPI

in top 59.9%

UTSLStockJEPI

3.1%NEE1.9%

not top 5MA2.1%

not top 5MSFT2.0%

not top 5AAPL2.0%

not top 5MMM1.9%

1.8%SOnot top 5

1.7%DUKnot top 5

1.3%CEGnot top 5

1.2%AEPnot top 5

Held in common4.9%

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

UTSL vs JEPI Returns, Every Period

DirexionUTSL

+5.1%

5 years, per year

JEPIJ.P. Morgan

+7.1%

5 years, per year

UTSLJEPIFaded: behind in that period

1–3JEPI wins

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

Leveraged vs Income: UTSL vs JEPI

YTD

DirexionUTSL

−5.8%

JEPIJ.P. Morgan

+5.3%

−5.8%Year to date+5.3%

−46.7%Worst drop · 1Y−6.7%

47.0%Volatility · 1Y8.8%

2.5%Yield8.1%

$62.4MAssets$45.2B

4–0JEPI wins

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

Cost, Income and Risk

Fees: UTSL, JEPI

Today

0.35%lowest, JEPI

FundExpense ratioFee$10k

JEPI0.35%$35

UTSL0.98%$98

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

Yields: UTSL, JEPI

8.09%highest, JEPI

FundTrailing yieldYield$10k

JEPI8.09%$809

UTSL2.47%$247

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

Income After Fees on $10,000

$774most kept, JEPI

JEPI$809 − $35 = $774

UTSL$247 − $98 = $149

KeptFee

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

Overlap: UTSL, JEPI

Today

4.9%most shared, UTSL and JEPI

UTSLJEPI

UTSL—4.9%

JEPI4.9%—

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

Return vs Bumpiness: 2 ETFs

+8.2%JEPI, at 8.8% volatility

JEPIWorst drop−6.7%8.8% vol

UTSLWorst drop−46.7%47.0% vol

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

Paid More vs Made More

YTD

JEPIUTSL

+5.3%Year to date−5.8%

8.1%Yield2.5%

+8.2%Past year−16.5%

0.35%Fee0.98%

4–0JEPI wins

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%

$40.7BAssets$45.2B

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%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026