TPOR vs JEPI

ATPOR

BJEPI

Measures won1–5JEPI wins · of 6 · 5Y

$10,000 · 5Y$14,118JEPI · TPOR $6,973

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 common1.0%TPOR and JEPI

TPOR

JEPI

Direxion Daily Transportation Bull 3X ETF · $17MJPMorgan Equity Premium Income ETF · $46.8B

+19.4%3 years · per year$17,032 · $13,562+10.7%

−7.0%5 years · per year$6,973 · $14,118+7.1%

1.12%Expense ratio$112 · $35 on $10k · lower wins0.35%

0.89%12-mo yield$89 · $809 on $10k8.09%

−35.3%Worst dropSmaller wins−6.7%

60.1%VolatilityLower wins8.8%

1–5JEPI wins

$10,000 · 5 yearsOne scale

Shared top holdingsTPOR · JEPI

1.0%FDX0.5%

4.1%UNP0.3%

1.1%UPS0.1%

0.5%FDXF0.1%

Held in common1.0%

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	BJEPI	JPMorgan Equity Premium Income ETFRead Desk		0.35%	8.09%	+0.1%	+5.3%	+8.2%	+10.7%	+7.1%	−6.7%	$46.8B
2	ATPOR	Direxion Daily Transportation Bull 3X ETFRead Desk		1.12%	0.89%	−4.1%	+8.0%	+19.7%	+19.4%	−7.0%	−35.3%	$17M

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	BJEPI	JPMorgan Equity Premium Income ETFRead Desk		0.35%	8.09%	+0.1%	+5.3%	+8.2%	+10.7%	+7.1%	−6.7%	$46.8B
2	ATPOR	Direxion Daily Transportation Bull 3X ETFRead Desk		1.12%	0.89%	−4.1%	+8.0%	+19.7%	+19.4%	−7.0%	−35.3%	$17M

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

TPOR vs JEPI

TPOR

Direxion Daily Transportation Bull 3X

$6,973

JEPI

JPMorgan Equity Premium Income

$14,118

MeasureTPORJEPI

Fee1.12%0.35%

Cost on $10k a year$112$35

Yield0.89%8.09%

5 years, per year−7.0%+7.1%

3 years, per year+19.4%+10.7%

Worst drop · 1Y−35.3%−6.7%

Volatility · 1Y60.1%8.8%

5–1measures won
JEPI first

1.0%

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%

$42.6BAssets$46.8B

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%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: TPOR, JEPI

Today

1.0%most shared, TPOR and JEPI

TPORJEPI

TPOR—1.0%

JEPI1.0%—

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

Income After Fees on $10,000

$774most kept, JEPI

JEPI$809 − $35 = $774

TPOR$89 − $112 = −$23

KeptFee

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