UTSL vs JEPQ

AUTSL

BJEPQ

Measures won1–4JEPQ wins · of 6 · 5Y

$10,000 · 5Y$12,815UTSL

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 common0.9%UTSL and JEPQ

UTSL

JEPQ

Direxion Daily Utilities Bull 3X ETF · $62MJPMorgan Nasdaq Equity Premium Income ETF · $40.7B

+29.1%3 years · per year$21,508 · $16,202+17.4%

+5.1%5 years · per year$12,815 · […][…]

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

2.47%12-mo yield$247 · $1,279 on $10k12.79%

−46.7%Worst dropSmaller wins−11.5%

47.0%VolatilityLower wins16.7%

1–4JEPQ wins

$10,000 · 5 yearsOne scale

Shared top holdingsUTSL · JEPQ

0.9%XEL0.3%

3.1%NEE0.3%

1.8%SO0.3%

1.3%CEG0.1%

Held in common0.9%

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	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
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	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
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

UTSL vs JEPQ

UTSL

Direxion Daily Utilities Bull 3X

$12,815

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureUTSLJEPQ

Fee0.98%0.35%

Cost on $10k a year$98$35

Yield2.47%12.79%

5 years, per year+5.1%[…]

3 years, per year+29.1%+17.4%

Worst drop · 1Y−46.7%−11.5%

Volatility · 1Y47.0%16.7%

4–1measures won
JEPQ first

0.9%

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, JEPQ

Today

0.9%most shared, UTSL and JEPQ

UTSLJEPQ

UTSL—0.9%

JEPQ0.9%—

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

UTSL$247 − $98 = $149

KeptFee

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