DFEN vs JEPQ

ADFEN

BJEPQ

Measures won1–4JEPQ wins · of 6 · 5Y

$10,000 · 5Y$28,738DFEN

Lowest cost0.35%JEPQ · $35 on $10k

Most income12.79%JEPQ · $1,279 on $10k

Smallest drop−11.5%JEPQ · worst fall in 1Y

Held in common0.2%DFEN and JEPQ

DFEN

JEPQ

Direxion Daily Aerospace & Defense Bull 3X Shares · $254MJPMorgan Nasdaq Equity Premium Income ETF · $40.7B

+51.0%3 years · per year$34,403 · $16,202+17.4%

+23.5%5 years · per year$28,738 · […][…]

0.96%Expense ratio$96 · $35 on $10k · lower wins0.35%

12.34%12-mo yield$1,234 · $1,279 on $10k12.79%

−55.5%Worst dropSmaller wins−11.5%

71.7%VolatilityLower wins16.7%

1–4JEPQ wins

$10,000 · 5 yearsOne scale

Shared top holdingsDFEN · JEPQ

0.8%HONA0.2%

Held in common0.2%

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	ADFEN	Direxion Daily Aerospace & Defense Bull 3X SharesRead Desk		0.96%	12.34%	+4.0%	−28.6%	−25.7%	+51.0%	+23.5%	−55.5%	$254M
2	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk		0.35%	12.79%	+1.2%	+3.2%	+4.5%	+17.4%	new	−11.5%	$40.7B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	ADFEN	Direxion Daily Aerospace & Defense Bull 3X SharesRead Desk		0.96%	12.34%	+4.0%	−28.6%	−25.7%	+51.0%	+23.5%	−55.5%	$254M
2	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk		0.35%	12.79%	+1.2%	+3.2%	+4.5%	+17.4%	new	−11.5%	$40.7B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

DFEN vs JEPQ

DFEN

Direxion Daily Aerospace & Defense Bull 3X Shares

$28,738

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureDFENJEPQ

Fee0.96%0.35%

Cost on $10k a year$96$35

Yield12.34%12.79%

5 years, per year+23.5%[…]

3 years, per year+51.0%+17.4%

Worst drop · 1Y−55.5%−11.5%

Volatility · 1Y71.7%16.7%

4–1measures won
JEPQ first

0.2%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

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

Overlap: DFEN, JEPQ

Today

0.2%most shared, DFEN and JEPQ

DFENJEPQ

DFEN—0.2%

JEPQ0.2%—

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

Income After Fees on $10,000

$1,244most kept, JEPQ

JEPQ$1,279 − $35 = $1,244

DFEN$1,234 − $96 = $1,138

KeptFee

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