DRIP vs JEPI

ADRIP

BJEPI

Measures won0–6JEPI wins · of 6 · 5Y

$10,000 · 5Y$14,108JEPI · DRIP $929

Lowest cost0.35%JEPI · $35 on $10k

Most income8.09%JEPI · $809 on $10k

Smallest drop−6.7%JEPI · worst fall in 1Y

Held in common[…]DRIP and JEPI

DRIP

JEPI

Direxion Daily S&P Oil & Gas Exp. & Prod. Bear 2X ETF · $165MJPMorgan Equity Premium Income ETF · $46.8B

−25.4%3 years · per year$4,155 · $13,674+11.0%

−37.8%5 years · per year$929 · $14,108+7.1%

1.03%Expense ratio$103 · $35 on $10k · lower wins0.35%

3.18%12-mo yield$318 · $809 on $10k8.09%

−69.1%Worst dropSmaller wins−6.7%

59.9%VolatilityLower wins8.8%

0–6JEPI wins

$10,000 · 5 yearsOne scale

Shared top holdingsDRIP · JEPI

They share no top holdings, or holdings aren’t on file […]

Held in common[…]

End-of-day Nov 5, 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	BJEPI	JPMorgan Equity Premium Income ETFRead Desk		0.35%	8.09%	−3.3%	+5.2%	+8.3%	+11.0%	+7.1%	−6.7%	$46.8B
2	ADRIP	Direxion Daily S&P Oil & Gas Exp. & Prod. Bear 2X ETFRead Desk		1.03%	3.18%	+5.9%	−56.3%	−57.5%	−25.4%	−37.8%	−69.1%	$165M

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

Both

5Y2 funds

#			Trend
1	BJEPI	JPMorgan Equity Premium Income ETFRead Desk		0.35%	8.09%	−3.3%	+5.2%	+8.3%	+11.0%	+7.1%	−6.7%	$46.8B
2	ADRIP	Direxion Daily S&P Oil & Gas Exp. & Prod. Bear 2X ETFRead Desk		1.03%	3.18%	+5.9%	−56.3%	−57.5%	−25.4%	−37.8%	−69.1%	$165M

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

Cards for this view

DRIP vs JEPI

DRIP

Direxion Daily S&P Oil & Gas Exp. & Prod. Bear 2X

$929

JEPI

JPMorgan Equity Premium Income

$14,108

MeasureDRIPJEPI

Fee1.03%0.35%

Cost on $10k a year$103$35

Yield3.18%8.09%

5 years, per year−37.8%+7.1%

3 years, per year−25.4%+11.0%

Worst drop · 1Y−69.1%−6.7%

Volatility · 1Y59.9%8.8%

6–0measures won
JEPI first

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: DRIP, JEPI

Today

[…]holdings […]

DRIPJEPI

DRIP—[…]

JEPI[…]—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$774most kept, JEPI

JEPI$809 − $35 = $774

DRIP$318 − $103 = $215

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee