UTSL vs JEPI

AUTSL

BJEPI

Measures won1–5JEPI wins · of 6 · 5Y

$10,000 · 5Y$14,118JEPI · UTSL $12,815

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 common4.9%UTSL and JEPI

UTSL

JEPI

Direxion Daily Utilities Bull 3X ETF · $62MJPMorgan Equity Premium Income ETF · $45.2B

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

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

0.98%Expense ratio$98 · $35 on $10k · lower wins0.35%

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

−46.7%Worst dropSmaller wins−6.7%

47.0%VolatilityLower wins8.8%

1–5JEPI wins

$10,000 · 5 yearsOne scale

Shared top holdingsUTSL · JEPI

3.1%NEE1.9%

1.8%SO1.0%

0.9%SRE0.9%

0.9%ETR1.0%

Held in common4.9%

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%	$45.2B
2	AUTSL	Direxion Daily Utilities Bull 3X ETFRead Desk		0.98%	2.47%	−1.1%	−5.8%	−16.5%	+29.1%	+5.1%	−46.7%	$62M

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%	$45.2B
2	AUTSL	Direxion Daily Utilities Bull 3X ETFRead Desk		0.98%	2.47%	−1.1%	−5.8%	−16.5%	+29.1%	+5.1%	−46.7%	$62M

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

UTSL vs JEPI

UTSL

Direxion Daily Utilities Bull 3X

$12,815

JEPI

JPMorgan Equity Premium Income

$14,118

MeasureUTSLJEPI

Fee0.98%0.35%

Cost on $10k a year$98$35

Yield2.47%8.09%

5 years, per year+5.1%+7.1%

3 years, per year+29.1%+10.7%

Worst drop · 1Y−46.7%−6.7%

Volatility · 1Y47.0%8.8%

5–1measures won
JEPI first

4.9%

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: 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

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