FAS vs JEPQ

AFAS

BJEPQ

Measures won1–4JEPQ wins · of 6 · 5Y

$10,000 · 5Y$13,258FAS

Lowest cost0.35%JEPQ · $35 on $10k

Most income12.28%JEPQ · $1,228 on $10k

Smallest drop−8.8%JEPQ · worst fall in 1Y

Held in common0.5%FAS and JEPQ

FAS

JEPQ

Direxion Daily Financial Bull 3X ETF · $2.2BJPMorgan Nasdaq Equity Premium Income ETF · $41.8B

+57.0%3 years · per year$38,728 · $17,450+20.4%

+5.8%5 years · per year$13,258 · […][…]

0.92%Expense ratio$92 · $35 on $10k · lower wins0.35%

8.60%12-mo yield$860 · $1,228 on $10k12.28%

−40.9%Worst dropSmaller wins−8.8%

43.3%VolatilityLower wins15.5%

1–4JEPQ wins

$10,000 · 5 yearsOne scale

Shared top holdingsFAS · JEPQ

1.3%MA0.3%

0.1%PYPL0.1%

0.1%CPAY0.2%

Held in common0.5%

End-of-day Nov 3, 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	AFAS	Direxion Daily Financial Bull 3X ETFRead Desk		0.92%	8.60%	−1.9%	+2.4%	+16.0%	+57.0%	+5.8%	−40.9%	$2.2B
2	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk		0.35%	12.28%	+0.6%	+7.5%	+8.6%	+20.4%	new	−8.8%	$41.8B

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

Both

5Y2 funds

#			Trend
1	AFAS	Direxion Daily Financial Bull 3X ETFRead Desk		0.92%	8.60%	−1.9%	+2.4%	+16.0%	+57.0%	+5.8%	−40.9%	$2.2B
2	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk		0.35%	12.28%	+0.6%	+7.5%	+8.6%	+20.4%	new	−8.8%	$41.8B

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

Cards for this view

FAS vs JEPQ

FAS

Direxion Daily Financial Bull 3X

$13,258

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureFASJEPQ

Fee0.92%0.35%

Cost on $10k a year$92$35

Yield8.60%12.28%

5 years, per year+5.8%[…]

3 years, per year+57.0%+20.4%

Worst drop · 1Y−40.9%−8.8%

Volatility · 1Y43.3%15.5%

4–1measures won
JEPQ first

0.5%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: FAS, JEPQ

Today

0.5%most shared, FAS and JEPQ

FASJEPQ

FAS—0.5%

JEPQ0.5%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$1,193most kept, JEPQ

JEPQ$1,228 − $35 = $1,193

FAS$860 − $92 = $768

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee