JEPI vs. SPXL ETF Comparison
Comparison of JPMorgan Equity Premium Income ETF (JEPI) to Direxion Daily S&P 500 Bull 3X Shares (SPXL)
JEPI
JPMorgan Equity Premium Income ETF
JEPI Description
The investment seeks current income while maintaining prospects for capital appreciation. The fund seeks to provide the majority of the returns associated with its primary benchmark, the Standard & Poor's 500 Total Return Index (S&P 500 Index), while exposing investors to less risk through lower volatility and still offering incremental income. Under normal circumstances, the fund invests at least 80% of its assets in equity securities. It may also invest in other equity securities not included in the S&P 500 Index.
Grade (RS Rating)
Last Trade
$59.15
Average Daily Volume
2,966,485
Number of Holdings
*
116
* may have additional holdings in another (foreign) market
SPXL
Direxion Daily S&P 500 Bull 3X Shares
SPXL Description
The investment seeks daily investment results, before fees and expenses, of 300% of the performance of the S&P 500® Index. The fund, under normal circumstances, creates long positions by investing at least 80% of its assets in the securities that comprise the S&P 500® Index ("index") and/or financial instruments that provide leveraged and unleveraged exposure to the index. The index is a capitalization-weighted index composed of 500 domestic common stocks. The fund is non-diversified.Grade (RS Rating)
Last Trade
$159.55
Average Daily Volume
4,377,039
Number of Holdings
*
496
* may have additional holdings in another (foreign) market
Performance
| Period | JEPI | SPXL |
|---|---|---|
| 30 Days | 2.68% | 3.26% |
| 60 Days | 4.12% | 4.27% |
| 90 Days | 5.03% | 8.98% |
| 12 Months | 11.31% | 99.29% |
113 Overlapping Holdings
| Symbol | Grade | Weight in JEPI | Weight in SPXL | Overlap | |
|---|---|---|---|---|---|
| AAPL | C | 0.64% | 4.86% | 0.64% | |
| ABBV | C | 1.53% | 0.52% | 0.52% | |
| ABT | C | 0.64% | 0.31% | 0.31% | |
| ACN | C | 0.94% | 0.33% | 0.33% | |
| ADI | C | 1.24% | 0.17% | 0.17% | |
| AFL | C | 0.05% | 0.08% | 0.05% | |
| AME | C | 0.15% | 0.06% | 0.06% | |
| AMP | B | 0.49% | 0.06% | 0.06% | |
| AMT | C | 0.31% | 0.17% | 0.17% | |
| AMZN | C | 1.5% | 2.59% | 1.5% | |
| AON | B | 0.16% | 0.11% | 0.11% | |
| AXP | B | 0.51% | 0.22% | 0.22% | |
| AZO | D | 0.85% | 0.08% | 0.08% | |
| BKNG | B | 0.61% | 0.2% | 0.2% | |
| BMY | C | 0.79% | 0.15% | 0.15% | |
| BRK.A | C | 0.69% | 1.23% | 0.69% | |
| BSX | B | 0.49% | 0.19% | 0.19% | |
| CARR | B | 0.38% | 0.1% | 0.1% | |
| CB | B | 0.38% | 0.18% | 0.18% | |
| CDNS | D | 0.42% | 0.11% | 0.11% | |
| CHD | C | 0.64% | 0.04% | 0.04% | |
| CMCSA | D | 1.21% | 0.23% | 0.23% | |
| CME | C | 1.08% | 0.12% | 0.12% | |
| CMG | C | 0.88% | 0.12% | 0.12% | |
| CMS | B | 0.62% | 0.03% | 0.03% | |
| COP | D | 0.84% | 0.18% | 0.18% | |
| COST | B | 1.11% | 0.61% | 0.61% | |
| CPAY | C | 0.7% | 0.03% | 0.03% | |
| CRM | D | 0.75% | 0.37% | 0.37% | |
| CSX | D | 0.8% | 0.1% | 0.1% | |
| CTAS | C | 0.08% | 0.11% | 0.08% | |
| CTSH | C | 0.85% | 0.06% | 0.06% | |
| D | B | 0.19% | 0.07% | 0.07% | |
| DE | B | 0.62% | 0.15% | 0.15% | |
| DHR | C | 0.43% | 0.27% | 0.27% | |
| DOV | B | 0.23% | 0.04% | 0.04% | |
| DOW | D | 0.37% | 0.05% | 0.05% | |
| DTE | B | 0.11% | 0.04% | 0.04% | |
| ELV | C | 0.47% | 0.19% | 0.19% | |
| EMR | D | 0.45% | 0.09% | 0.09% | |
| EOG | D | 0.89% | 0.1% | 0.1% | |
| EQIX | B | 0.89% | 0.13% | 0.13% | |
| ETN | C | 1.01% | 0.18% | 0.18% | |
| ETR | A | 0.12% | 0.04% | 0.04% | |
| FDX | F | 0.38% | 0.1% | 0.1% | |
| GOOGL | D | 1.25% | 1.37% | 1.25% | |
| GWW | A | 0.2% | 0.07% | 0.07% | |
| HON | D | 1.28% | 0.2% | 0.2% | |
| HWM | B | 0.19% | 0.06% | 0.06% | |
| INTU | C | 1.42% | 0.27% | 0.27% | |
| IR | C | 0.34% | 0.05% | 0.05% | |
| JKHY | C | 0.39% | 0.02% | 0.02% | |
| JNJ | C | 0.26% | 0.6% | 0.26% | |
| KEYS | C | 0.27% | 0.04% | 0.04% | |
| KO | B | 1.27% | 0.42% | 0.42% | |
| KVUE | C | 0.22% | 0.07% | 0.07% | |
| LDOS | B | 0.27% | 0.03% | 0.03% | |
| LIN | B | 1.08% | 0.34% | 0.34% | |
| LLY | C | 1.02% | 1.13% | 1.02% | |
| LOW | A | 1.4% | 0.22% | 0.22% | |
| LYB | F | 0.25% | 0.04% | 0.04% | |
| MA | B | 1.54% | 0.61% | 0.61% | |
| MCD | B | 0.39% | 0.32% | 0.32% | |
| MDLZ | C | 1.35% | 0.15% | 0.15% | |
| MDT | C | 0.52% | 0.18% | 0.18% | |
| MET | A | 0.3% | 0.07% | 0.07% | |
| META | A | 1.59% | 1.74% | 1.59% | |
| MNST | D | 0.93% | 0.05% | 0.05% | |
| MO | C | 0.16% | 0.14% | 0.14% | |
| MRK | D | 0.66% | 0.44% | 0.44% | |
| MSFT | C | 1.48% | 4.8% | 1.48% | |
| MSI | B | 0.29% | 0.11% | 0.11% | |
| MU | F | 0.27% | 0.15% | 0.15% | |
| NEE | C | 1.09% | 0.26% | 0.26% | |
| NOC | A | 0.14% | 0.11% | 0.11% | |
| NOW | A | 1.47% | 0.28% | 0.28% | |
| NVDA | D | 1.38% | 4.43% | 1.38% | |
| NXPI | D | 1.18% | 0.09% | 0.09% | |
| OTIS | C | 0.89% | 0.06% | 0.06% | |
| PCG | B | 0.4% | 0.06% | 0.06% | |
| PEG | A | 0.97% | 0.06% | 0.06% | |
| PEP | D | 1.31% | 0.37% | 0.37% | |
| PG | C | 1.32% | 0.62% | 0.62% | |
| PGR | A | 1.72% | 0.22% | 0.22% | |
| PLD | C | 0.64% | 0.18% | 0.18% | |
| PM | C | 0.3% | 0.29% | 0.29% | |
| PPG | D | 0.22% | 0.04% | 0.04% | |
| REGN | C | 1.37% | 0.19% | 0.19% | |
| ROST | C | 0.95% | 0.08% | 0.08% | |
| RTX | C | 0.58% | 0.24% | 0.24% | |
| SBAC | C | 0.8% | 0.04% | 0.04% | |
| SNPS | D | 0.07% | 0.11% | 0.07% | |
| SO | A | 1.57% | 0.15% | 0.15% | |
| STX | C | 0.38% | 0.03% | 0.03% | |
| SYK | C | 1.27% | 0.19% | 0.19% | |
| TDG | B | 0.15% | 0.11% | 0.11% | |
| TJX | C | 0.29% | 0.2% | 0.2% | |
| TMO | C | 1.27% | 0.35% | 0.35% | |
| TRV | B | 1.16% | 0.08% | 0.08% | |
| TT | A | 1.7% | 0.12% | 0.12% | |
| TXN | C | 1.13% | 0.27% | 0.27% | |
| TXT | D | 0.45% | 0.03% | 0.03% | |
| UNH | C | 1.34% | 0.82% | 0.82% | |
| UNP | C | 0.22% | 0.23% | 0.22% | |
| UPS | F | 0.84% | 0.14% | 0.14% | |
| URI | B | 0.34% | 0.07% | 0.07% | |
| USB | B | 0.33% | 0.1% | 0.1% | |
| V | C | 1.4% | 0.68% | 0.68% | |
| VRTX | D | 1.27% | 0.19% | 0.19% | |
| WELL | C | 0.16% | 0.12% | 0.12% | |
| WMT | B | 0.63% | 0.51% | 0.51% | |
| XOM | D | 1.05% | 0.75% | 0.75% | |
| YUM | F | 1.19% | 0.06% | 0.06% |
JEPI Underweight 383 Positions Relative to SPXL
| Symbol | Grade | Weight | |
|---|---|---|---|
| GOOG | D | -1.15% | |
| AVGO | C | -1.08% | |
| TSLA | C | -0.96% | |
| JPM | D | -0.9% | |
| HD | A | -0.56% | |
| NFLX | B | -0.45% | |
| ADBE | F | -0.4% | |
| BAC | D | -0.4% | |
| ORCL | B | -0.39% | |
| AMD | D | -0.37% | |
| CVX | D | -0.36% | |
| CSCO | B | -0.3% | |
| IBM | A | -0.29% | |
| QCOM | F | -0.28% | |
| VZ | B | -0.28% | |
| GE | A | -0.28% | |
| ISRG | C | -0.27% | |
| AMGN | B | -0.27% | |
| WFC | D | -0.27% | |
| DIS | D | -0.25% | |
| PFE | C | -0.25% | |
| CAT | B | -0.25% | |
| SPGI | A | -0.25% | |
| AMAT | D | -0.23% | |
| GS | C | -0.23% | |
| T | C | -0.23% | |
| UBER | C | -0.22% | |
| BLK | B | -0.19% | |
| MS | C | -0.18% | |
| LMT | B | -0.18% | |
| C | D | -0.17% | |
| PANW | C | -0.17% | |
| SBUX | C | -0.17% | |
| MMC | C | -0.17% | |
| ADP | B | -0.17% | |
| CI | C | -0.16% | |
| GILD | B | -0.16% | |
| TMUS | C | -0.16% | |
| BX | B | -0.16% | |
| LRCX | F | -0.15% | |
| KLAC | D | -0.15% | |
| DUK | B | -0.14% | |
| ANET | A | -0.14% | |
| SCHW | D | -0.14% | |
| ICE | C | -0.14% | |
| BA | F | -0.14% | |
| NKE | D | -0.14% | |
| ZTS | C | -0.13% | |
| SHW | B | -0.13% | |
| CL | C | -0.13% | |
| APH | C | -0.12% | |
| KKR | A | -0.12% | |
| INTC | F | -0.12% | |
| PNC | A | -0.11% | |
| CVS | F | -0.11% | |
| MMM | A | -0.11% | |
| PYPL | B | -0.11% | |
| MCO | A | -0.11% | |
| PH | A | -0.11% | |
| WM | D | -0.11% | |
| HCA | A | -0.11% | |
| ECL | A | -0.1% | |
| AJG | D | -0.1% | |
| ORLY | D | -0.1% | |
| MCK | F | -0.1% | |
| ITW | C | -0.1% | |
| BDX | F | -0.1% | |
| GD | B | -0.1% | |
| TGT | C | -0.1% | |
| PSA | B | -0.09% | |
| SLB | F | -0.09% | |
| MPC | D | -0.09% | |
| NSC | C | -0.09% | |
| GEV | B | -0.09% | |
| ROP | C | -0.09% | |
| CRWD | D | -0.09% | |
| CEG | A | -0.09% | |
| FCX | D | -0.09% | |
| NEM | B | -0.09% | |
| APD | B | -0.09% | |
| PCAR | D | -0.08% | |
| BK | A | -0.08% | |
| SRE | B | -0.08% | |
| CCI | C | -0.08% | |
| ABNB | D | -0.08% | |
| DLR | B | -0.08% | |
| COF | A | -0.08% | |
| GM | B | -0.08% | |
| OKE | B | -0.08% | |
| PSX | D | -0.08% | |
| SPG | A | -0.08% | |
| HLT | B | -0.08% | |
| AEP | C | -0.08% | |
| O | C | -0.08% | |
| WMB | B | -0.08% | |
| MAR | C | -0.08% | |
| ADSK | C | -0.08% | |
| TFC | D | -0.08% | |
| DHI | C | -0.08% | |
| PAYX | C | -0.07% | |
| LHX | C | -0.07% | |
| CPRT | D | -0.07% | |
| IQV | D | -0.07% | |
| VLO | F | -0.07% | |
| MPWR | C | -0.07% | |
| TEL | D | -0.07% | |
| MSCI | C | -0.07% | |
| LEN | C | -0.07% | |
| FICO | B | -0.07% | |
| FIS | B | -0.07% | |
| FTNT | B | -0.07% | |
| KMB | D | -0.07% | |
| JCI | B | -0.07% | |
| AIG | D | -0.07% | |
| ALL | B | -0.07% | |
| RMD | C | -0.06% | |
| EFX | C | -0.06% | |
| KR | C | -0.06% | |
| GEHC | C | -0.06% | |
| EXR | B | -0.06% | |
| SYY | D | -0.06% | |
| VRSK | D | -0.06% | |
| KDP | B | -0.06% | |
| CTVA | B | -0.06% | |
| HUM | F | -0.06% | |
| PWR | B | -0.06% | |
| IT | A | -0.06% | |
| RCL | A | -0.06% | |
| EXC | B | -0.06% | |
| CNC | C | -0.06% | |
| FAST | C | -0.06% | |
| A | C | -0.06% | |
| KMI | A | -0.06% | |
| STZ | D | -0.06% | |
| CMI | C | -0.06% | |
| EW | F | -0.06% | |
| MCHP | D | -0.06% | |
| GIS | B | -0.06% | |
| ACGL | B | -0.06% | |
| IDXX | D | -0.06% | |
| PRU | C | -0.06% | |
| F | F | -0.06% | |
| RSG | D | -0.06% | |
| LULU | D | -0.05% | |
| ON | F | -0.05% | |
| MTD | D | -0.05% | |
| NDAQ | A | -0.05% | |
| WEC | B | -0.05% | |
| TSCO | C | -0.05% | |
| FANG | D | -0.05% | |
| VMC | D | -0.05% | |
| CSGP | D | -0.05% | |
| XYL | D | -0.05% | |
| EBAY | B | -0.05% | |
| MLM | D | -0.05% | |
| GLW | B | -0.05% | |
| DFS | B | -0.05% | |
| TRGP | B | -0.05% | |
| EIX | C | -0.05% | |
| AVB | C | -0.05% | |
| CHTR | D | -0.05% | |
| BKR | C | -0.05% | |
| DD | B | -0.05% | |
| NUE | F | -0.05% | |
| NVR | B | -0.05% | |
| HIG | B | -0.05% | |
| ODFL | D | -0.05% | |
| IRM | B | -0.05% | |
| OXY | F | -0.05% | |
| VICI | C | -0.05% | |
| EA | D | -0.05% | |
| HES | D | -0.05% | |
| CBRE | A | -0.05% | |
| XEL | B | -0.05% | |
| ED | C | -0.05% | |
| SW | C | -0.04% | |
| MRNA | F | -0.04% | |
| TROW | D | -0.04% | |
| DECK | D | -0.04% | |
| PPL | B | -0.04% | |
| ES | C | -0.04% | |
| VLTO | B | -0.04% | |
| NTAP | D | -0.04% | |
| STE | C | -0.04% | |
| BRO | C | -0.04% | |
| TTWO | D | -0.04% | |
| HAL | F | -0.04% | |
| STT | B | -0.04% | |
| BR | D | -0.04% | |
| TYL | C | -0.04% | |
| DVN | D | -0.04% | |
| FSLR | C | -0.04% | |
| FTV | C | -0.04% | |
| VST | A | -0.04% | |
| VTR | C | -0.04% | |
| IFF | C | -0.04% | |
| EQR | C | -0.04% | |
| CAH | C | -0.04% | |
| DXCM | F | -0.04% | |
| AXON | A | -0.04% | |
| MTB | A | -0.04% | |
| KHC | C | -0.04% | |
| ANSS | D | -0.04% | |
| GPN | D | -0.04% | |
| GRMN | D | -0.04% | |
| FITB | B | -0.04% | |
| PHM | B | -0.04% | |
| HPQ | D | -0.04% | |
| AWK | C | -0.04% | |
| DAL | C | -0.04% | |
| BIIB | F | -0.04% | |
| HSY | D | -0.04% | |
| CDW | D | -0.04% | |
| ADM | D | -0.04% | |
| WAB | A | -0.04% | |
| ROK | F | -0.04% | |
| WTW | C | -0.04% | |
| NRG | A | -0.03% | |
| EG | C | -0.03% | |
| FDS | C | -0.03% | |
| IP | C | -0.03% | |
| EXPE | C | -0.03% | |
| CTRA | D | -0.03% | |
| EXPD | C | -0.03% | |
| WBD | D | -0.03% | |
| CCL | C | -0.03% | |
| DGX | C | -0.03% | |
| ZBRA | B | -0.03% | |
| PFG | B | -0.03% | |
| LUV | C | -0.03% | |
| MAS | B | -0.03% | |
| AVY | D | -0.03% | |
| WRB | C | -0.03% | |
| CNP | D | -0.03% | |
| TSN | D | -0.03% | |
| J | C | -0.03% | |
| ULTA | D | -0.03% | |
| NTRS | B | -0.03% | |
| CFG | C | -0.03% | |
| APTV | D | -0.03% | |
| DG | F | -0.03% | |
| SYF | C | -0.03% | |
| PKG | B | -0.03% | |
| HOLX | C | -0.03% | |
| BBY | C | -0.03% | |
| WAT | C | -0.03% | |
| GPC | D | -0.03% | |
| DRI | B | -0.03% | |
| MAA | C | -0.03% | |
| OMC | B | -0.03% | |
| ARE | C | -0.03% | |
| EQT | D | -0.03% | |
| EL | F | -0.03% | |
| TER | D | -0.03% | |
| BAX | C | -0.03% | |
| RF | B | -0.03% | |
| ESS | C | -0.03% | |
| TDY | C | -0.03% | |
| BALL | C | -0.03% | |
| ATO | B | -0.03% | |
| CLX | C | -0.03% | |
| PTC | D | -0.03% | |
| HBAN | B | -0.03% | |
| WDC | D | -0.03% | |
| MOH | D | -0.03% | |
| INVH | C | -0.03% | |
| MKC | C | -0.03% | |
| K | A | -0.03% | |
| CINF | C | -0.03% | |
| HUBB | A | -0.03% | |
| BLDR | C | -0.03% | |
| GDDY | C | -0.03% | |
| WST | D | -0.03% | |
| ZBH | F | -0.03% | |
| RJF | C | -0.03% | |
| HPE | D | -0.03% | |
| CBOE | C | -0.03% | |
| SMCI | F | -0.03% | |
| AEE | A | -0.03% | |
| FE | C | -0.03% | |
| WY | C | -0.03% | |
| CRL | F | -0.02% | |
| PNW | B | -0.02% | |
| QRVO | F | -0.02% | |
| HII | D | -0.02% | |
| ALB | F | -0.02% | |
| LKQ | F | -0.02% | |
| CTLT | B | -0.02% | |
| BXP | B | -0.02% | |
| TFX | C | -0.02% | |
| IPG | C | -0.02% | |
| TECH | D | -0.02% | |
| CHRW | A | -0.02% | |
| EPAM | F | -0.02% | |
| EMN | B | -0.02% | |
| INCY | C | -0.02% | |
| KMX | D | -0.02% | |
| CE | F | -0.02% | |
| FFIV | B | -0.02% | |
| HST | C | -0.02% | |
| ALLE | C | -0.02% | |
| REG | C | -0.02% | |
| SJM | C | -0.02% | |
| JBL | D | -0.02% | |
| JNPR | A | -0.02% | |
| AES | C | -0.02% | |
| POOL | D | -0.02% | |
| CPT | B | -0.02% | |
| NDSN | C | -0.02% | |
| TRMB | C | -0.02% | |
| BG | D | -0.02% | |
| UHS | B | -0.02% | |
| JBHT | D | -0.02% | |
| LYV | B | -0.02% | |
| EVRG | B | -0.02% | |
| VTRS | D | -0.02% | |
| DLTR | F | -0.02% | |
| UDR | C | -0.02% | |
| ROL | C | -0.02% | |
| DPZ | D | -0.02% | |
| CF | C | -0.02% | |
| L | D | -0.02% | |
| LVS | D | -0.02% | |
| ENPH | D | -0.02% | |
| SNA | C | -0.02% | |
| MRO | C | -0.02% | |
| AKAM | D | -0.02% | |
| SWK | B | -0.02% | |
| NI | B | -0.02% | |
| PNR | B | -0.02% | |
| IEX | D | -0.02% | |
| LNT | B | -0.02% | |
| KEY | B | -0.02% | |
| CAG | C | -0.02% | |
| VRSN | D | -0.02% | |
| AMCR | C | -0.02% | |
| DOC | C | -0.02% | |
| KIM | C | -0.02% | |
| SWKS | F | -0.02% | |
| ALGN | D | -0.02% | |
| STLD | D | -0.02% | |
| PODD | B | -0.02% | |
| UAL | C | -0.02% | |
| FOX | B | -0.01% | |
| PARA | F | -0.01% | |
| BEN | F | -0.01% | |
| ETSY | F | -0.01% | |
| BBWI | F | -0.01% | |
| WBA | F | -0.01% | |
| BIO | C | -0.01% | |
| RL | B | -0.01% | |
| IVZ | B | -0.01% | |
| AAL | D | -0.01% | |
| WYNN | D | -0.01% | |
| BWA | D | -0.01% | |
| FMC | C | -0.01% | |
| MHK | C | -0.01% | |
| CZR | C | -0.01% | |
| PAYC | D | -0.01% | |
| DVA | B | -0.01% | |
| MOS | F | -0.01% | |
| NCLH | C | -0.01% | |
| GNRC | D | -0.01% | |
| APA | F | -0.01% | |
| GL | C | -0.01% | |
| FRT | C | -0.01% | |
| HSIC | D | -0.01% | |
| HAS | B | -0.01% | |
| MGM | D | -0.01% | |
| FOXA | B | -0.01% | |
| HRL | D | -0.01% | |
| LW | D | -0.01% | |
| MTCH | C | -0.01% | |
| DAY | D | -0.01% | |
| SOLV | C | -0.01% | |
| AOS | D | -0.01% | |
| MKTX | C | -0.01% | |
| TPR | C | -0.01% | |
| CPB | B | -0.01% | |
| NWSA | D | -0.01% | |
| TAP | D | -0.01% | |
| AIZ | B | -0.01% | |
| NWS | D | -0.0% |
JEPI: Top Represented Industries & Keywords
Industries:
Diversified Industrials
Drug Manufacturers - Major
Semiconductors
Software - Application
Utilities - Regulated Electric
Aerospace & Defense
Medical Devices
Specialty Industrial Machinery
Beverages - Soft Drinks
Business Services
Credit Services
Discount Stores
Household & Personal Products
Information Technology Services
Insurance - Property & Casualty
Restaurants
Specialty Chemicals
Utilities - Diversified
Apparel Stores
Biotechnology
SPXL: Top Represented Industries & Keywords
Industries:
Diversified Industrials
Utilities - Regulated Electric
Software - Application
Semiconductors
Business Services
Diagnostics & Research
Asset Management
Oil & Gas E&P
Aerospace & Defense
Banks - Regional - US
Capital Markets
Drug Manufacturers - Major
Packaged Foods
Specialty Retail
Medical Devices
Medical Instruments & Supplies
Credit Services
Health Care Plans
Household & Personal Products
Information Technology Services
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