JEPI vs. HCMT ETF Comparison
Comparison of JPMorgan Equity Premium Income ETF (JEPI) to Direxion HCM Tactical Enhanced US ETF (HCMT)
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
$60.16
Average Daily Volume
2,893,017
Number of Holdings
*
117
* may have additional holdings in another (foreign) market
HCMT
Direxion HCM Tactical Enhanced US ETF
HCMT Description
The fund is actively managed and seeks to provide enhanced returns across multiple market cycles that are broadly correlated to the U.S. equity markets. The fund will invest in, to have exposure to, U.S. equity securities in order to achieve capital appreciation, or will invest in cash or cash equivalents in order to attempt to preserve capital during market downturns. The fund is non-diversified.Grade (RS Rating)
Last Trade
$37.29
Average Daily Volume
49,839
Number of Holdings
*
499
* may have additional holdings in another (foreign) market
Performance
| Period | JEPI | HCMT |
|---|---|---|
| 30 Days | 1.71% | 5.26% |
| 60 Days | 2.75% | 7.80% |
| 90 Days | 5.60% | 8.97% |
| 12 Months | 13.92% | 53.05% |
113 Overlapping Holdings
| Symbol | Grade | Weight in JEPI | Weight in HCMT | Overlap | |
|---|---|---|---|---|---|
| AAPL | C | 0.67% | 5.45% | 0.67% | |
| ABBV | D | 1.28% | 0.47% | 0.47% | |
| ABT | B | 0.63% | 0.31% | 0.31% | |
| ACN | C | 0.84% | 0.36% | 0.36% | |
| ADI | D | 1.16% | 0.17% | 0.17% | |
| AJG | B | 0.21% | 0.1% | 0.1% | |
| AME | A | 0.17% | 0.07% | 0.07% | |
| AMP | A | 0.54% | 0.09% | 0.09% | |
| AMT | D | 0.26% | 0.14% | 0.14% | |
| AMZN | C | 1.61% | 3.1% | 1.61% | |
| AON | A | 0.26% | 0.13% | 0.13% | |
| AXP | A | 0.81% | 0.25% | 0.25% | |
| AZO | C | 0.8% | 0.08% | 0.08% | |
| BAC | A | 0.34% | 0.49% | 0.34% | |
| BKNG | A | 0.8% | 0.26% | 0.26% | |
| BMY | B | 1.02% | 0.19% | 0.19% | |
| BRK.A | B | 0.71% | 1.35% | 0.71% | |
| BSX | B | 0.46% | 0.2% | 0.2% | |
| CARR | D | 0.36% | 0.1% | 0.1% | |
| CB | C | 0.42% | 0.17% | 0.17% | |
| CDNS | B | 0.36% | 0.13% | 0.13% | |
| CHD | B | 0.72% | 0.04% | 0.04% | |
| CMCSA | B | 1.34% | 0.26% | 0.26% | |
| CME | A | 1.18% | 0.13% | 0.13% | |
| CMG | B | 0.8% | 0.13% | 0.13% | |
| CMS | C | 0.57% | 0.03% | 0.03% | |
| COP | C | 0.89% | 0.21% | 0.21% | |
| COST | B | 1.13% | 0.64% | 0.64% | |
| CPAY | A | 0.75% | 0.04% | 0.04% | |
| CRM | B | 0.93% | 0.51% | 0.51% | |
| CSX | B | 0.81% | 0.11% | 0.11% | |
| CTSH | B | 0.83% | 0.06% | 0.06% | |
| D | C | 0.18% | 0.07% | 0.07% | |
| DE | A | 0.62% | 0.16% | 0.16% | |
| DHR | F | 0.31% | 0.24% | 0.24% | |
| DOV | A | 0.12% | 0.04% | 0.04% | |
| DOW | F | 0.32% | 0.05% | 0.05% | |
| DTE | C | 0.1% | 0.04% | 0.04% | |
| ELV | F | 0.36% | 0.15% | 0.15% | |
| EMR | A | 0.8% | 0.12% | 0.12% | |
| EOG | A | 0.9% | 0.12% | 0.12% | |
| EQIX | A | 0.91% | 0.13% | 0.13% | |
| ETN | A | 1.16% | 0.23% | 0.23% | |
| ETR | B | 0.1% | 0.05% | 0.05% | |
| FDX | B | 0.38% | 0.1% | 0.1% | |
| FI | A | 0.83% | 0.19% | 0.19% | |
| GOOGL | C | 1.38% | 1.62% | 1.38% | |
| GWW | B | 0.14% | 0.08% | 0.08% | |
| HON | B | 1.42% | 0.24% | 0.24% | |
| HWM | A | 0.23% | 0.07% | 0.07% | |
| INTU | C | 0.91% | 0.31% | 0.31% | |
| IR | B | 0.37% | 0.07% | 0.07% | |
| JKHY | D | 0.39% | 0.02% | 0.02% | |
| JNJ | D | 0.4% | 0.57% | 0.4% | |
| KEYS | A | 0.18% | 0.04% | 0.04% | |
| KO | D | 1.04% | 0.38% | 0.38% | |
| KVUE | A | 0.22% | 0.07% | 0.07% | |
| LDOS | C | 0.28% | 0.04% | 0.04% | |
| LIN | D | 1.01% | 0.34% | 0.34% | |
| LLY | F | 0.75% | 0.98% | 0.75% | |
| LOW | D | 1.36% | 0.24% | 0.24% | |
| LYB | F | 0.18% | 0.03% | 0.03% | |
| MA | C | 1.59% | 0.67% | 0.67% | |
| MCD | D | 0.61% | 0.34% | 0.34% | |
| MDLZ | F | 1.14% | 0.14% | 0.14% | |
| MDT | D | 0.6% | 0.17% | 0.17% | |
| MET | A | 0.32% | 0.08% | 0.08% | |
| META | D | 1.5% | 1.98% | 1.5% | |
| MMC | B | 0.17% | 0.17% | 0.17% | |
| MNST | C | 0.77% | 0.06% | 0.06% | |
| MO | A | 0.21% | 0.15% | 0.15% | |
| MRK | F | 0.28% | 0.39% | 0.28% | |
| MSFT | F | 1.41% | 4.99% | 1.41% | |
| MSI | B | 0.32% | 0.13% | 0.13% | |
| MU | D | 0.3% | 0.17% | 0.17% | |
| NEE | D | 1.35% | 0.24% | 0.24% | |
| NOC | D | 0.13% | 0.11% | 0.11% | |
| NOW | A | 1.63% | 0.34% | 0.34% | |
| NVDA | C | 1.61% | 5.67% | 1.61% | |
| NXPI | D | 1.21% | 0.09% | 0.09% | |
| OTIS | C | 0.93% | 0.06% | 0.06% | |
| PCG | A | 0.41% | 0.07% | 0.07% | |
| PEG | A | 0.73% | 0.07% | 0.07% | |
| PEP | F | 1.26% | 0.36% | 0.36% | |
| PG | A | 1.13% | 0.62% | 0.62% | |
| PGR | A | 1.68% | 0.24% | 0.24% | |
| PLD | D | 0.48% | 0.17% | 0.17% | |
| PM | B | 0.39% | 0.31% | 0.31% | |
| PPG | F | 0.29% | 0.05% | 0.05% | |
| REGN | F | 0.93% | 0.13% | 0.13% | |
| ROST | C | 0.99% | 0.07% | 0.07% | |
| RTX | C | 0.57% | 0.25% | 0.25% | |
| SBAC | D | 0.75% | 0.04% | 0.04% | |
| SO | D | 1.52% | 0.15% | 0.15% | |
| STX | D | 0.35% | 0.03% | 0.03% | |
| SYK | C | 1.29% | 0.21% | 0.21% | |
| TDG | D | 0.41% | 0.11% | 0.11% | |
| TMO | F | 1.21% | 0.32% | 0.32% | |
| TRV | B | 1.03% | 0.09% | 0.09% | |
| TT | A | 1.73% | 0.15% | 0.15% | |
| TXN | C | 1.16% | 0.3% | 0.3% | |
| TXT | D | 0.41% | 0.03% | 0.03% | |
| UNH | C | 1.32% | 0.86% | 0.86% | |
| UNP | C | 0.21% | 0.23% | 0.21% | |
| UPS | C | 0.86% | 0.15% | 0.15% | |
| URI | B | 0.32% | 0.09% | 0.09% | |
| USB | A | 0.26% | 0.12% | 0.12% | |
| V | A | 1.49% | 0.81% | 0.81% | |
| VRTX | F | 1.17% | 0.2% | 0.2% | |
| WELL | A | 0.17% | 0.12% | 0.12% | |
| WMT | A | 0.65% | 0.58% | 0.58% | |
| XOM | B | 0.95% | 0.84% | 0.84% | |
| YUM | B | 1.17% | 0.06% | 0.06% |
JEPI Underweight 386 Positions Relative to HCMT
| Symbol | Grade | Weight | |
|---|---|---|---|
| TSLA | B | -1.36% | |
| GOOG | C | -1.34% | |
| AVGO | D | -1.25% | |
| JPM | A | -1.08% | |
| HD | A | -0.63% | |
| NFLX | A | -0.56% | |
| ORCL | B | -0.47% | |
| CVX | A | -0.43% | |
| WFC | A | -0.39% | |
| CSCO | B | -0.37% | |
| ADBE | C | -0.37% | |
| AMD | F | -0.35% | |
| DIS | B | -0.31% | |
| CAT | B | -0.3% | |
| ISRG | A | -0.3% | |
| IBM | C | -0.3% | |
| GE | D | -0.3% | |
| QCOM | F | -0.29% | |
| GS | A | -0.29% | |
| VZ | C | -0.27% | |
| SPGI | C | -0.26% | |
| MS | A | -0.26% | |
| AMGN | D | -0.25% | |
| T | A | -0.25% | |
| UBER | D | -0.24% | |
| AMAT | F | -0.24% | |
| BLK | C | -0.23% | |
| PFE | D | -0.23% | |
| BX | A | -0.21% | |
| TJX | A | -0.21% | |
| PANW | C | -0.2% | |
| C | A | -0.2% | |
| PLTR | B | -0.19% | |
| SCHW | B | -0.19% | |
| ADP | B | -0.19% | |
| SBUX | A | -0.18% | |
| LMT | D | -0.18% | |
| GILD | C | -0.18% | |
| TMUS | B | -0.18% | |
| INTC | D | -0.17% | |
| ANET | C | -0.16% | |
| BA | F | -0.16% | |
| KKR | A | -0.16% | |
| LRCX | F | -0.15% | |
| KLAC | D | -0.14% | |
| APH | A | -0.14% | |
| PYPL | B | -0.14% | |
| GEV | B | -0.14% | |
| PH | A | -0.14% | |
| ICE | C | -0.14% | |
| SHW | A | -0.14% | |
| CI | F | -0.14% | |
| NKE | D | -0.14% | |
| WM | A | -0.13% | |
| PNC | B | -0.13% | |
| SNPS | B | -0.13% | |
| DUK | C | -0.13% | |
| CTAS | B | -0.12% | |
| CL | D | -0.12% | |
| MCO | B | -0.12% | |
| GD | F | -0.12% | |
| ZTS | D | -0.12% | |
| MCK | B | -0.12% | |
| CRWD | B | -0.12% | |
| WMB | A | -0.11% | |
| CVS | D | -0.11% | |
| COF | B | -0.11% | |
| APD | A | -0.11% | |
| CEG | D | -0.11% | |
| TGT | F | -0.11% | |
| ORLY | B | -0.11% | |
| MMM | D | -0.11% | |
| ITW | B | -0.11% | |
| ROP | B | -0.1% | |
| SLB | C | -0.1% | |
| HLT | A | -0.1% | |
| TFC | A | -0.1% | |
| FCX | D | -0.1% | |
| ECL | D | -0.1% | |
| OKE | A | -0.1% | |
| HCA | F | -0.1% | |
| GM | B | -0.1% | |
| BDX | F | -0.1% | |
| MAR | B | -0.1% | |
| ADSK | A | -0.1% | |
| PSX | C | -0.09% | |
| SPG | B | -0.09% | |
| DLR | B | -0.09% | |
| AFL | B | -0.09% | |
| RCL | A | -0.09% | |
| FICO | B | -0.09% | |
| JCI | C | -0.09% | |
| BK | A | -0.09% | |
| SRE | A | -0.09% | |
| ABNB | C | -0.09% | |
| NSC | B | -0.09% | |
| FTNT | C | -0.09% | |
| PCAR | B | -0.09% | |
| DHI | D | -0.08% | |
| FIS | C | -0.08% | |
| AIG | B | -0.08% | |
| O | D | -0.08% | |
| CMI | A | -0.08% | |
| AEP | D | -0.08% | |
| CPRT | A | -0.08% | |
| KMI | A | -0.08% | |
| ALL | A | -0.08% | |
| PSA | D | -0.08% | |
| MPC | D | -0.08% | |
| DAL | C | -0.07% | |
| TRGP | B | -0.07% | |
| ODFL | B | -0.07% | |
| COR | B | -0.07% | |
| RSG | A | -0.07% | |
| BKR | B | -0.07% | |
| F | C | -0.07% | |
| AXON | A | -0.07% | |
| DFS | B | -0.07% | |
| KMB | D | -0.07% | |
| CCI | D | -0.07% | |
| PRU | A | -0.07% | |
| VLO | C | -0.07% | |
| NEM | D | -0.07% | |
| PAYX | C | -0.07% | |
| FAST | B | -0.07% | |
| LHX | C | -0.07% | |
| MSCI | C | -0.07% | |
| VST | B | -0.07% | |
| PWR | A | -0.07% | |
| MCHP | D | -0.06% | |
| IQV | D | -0.06% | |
| MTB | A | -0.06% | |
| HPQ | B | -0.06% | |
| MLM | B | -0.06% | |
| GIS | D | -0.06% | |
| GLW | B | -0.06% | |
| SYY | B | -0.06% | |
| VMC | B | -0.06% | |
| ACGL | D | -0.06% | |
| KDP | D | -0.06% | |
| STZ | D | -0.06% | |
| GEHC | F | -0.06% | |
| A | D | -0.06% | |
| CHTR | C | -0.06% | |
| LULU | C | -0.06% | |
| EXC | C | -0.06% | |
| XEL | A | -0.06% | |
| DELL | C | -0.06% | |
| KR | B | -0.06% | |
| EA | A | -0.06% | |
| CTVA | C | -0.06% | |
| CBRE | B | -0.06% | |
| EW | C | -0.06% | |
| HES | B | -0.06% | |
| VRSK | A | -0.06% | |
| LEN | D | -0.06% | |
| IT | C | -0.06% | |
| ON | D | -0.05% | |
| TTWO | A | -0.05% | |
| ANSS | B | -0.05% | |
| GPN | B | -0.05% | |
| XYL | D | -0.05% | |
| CAH | B | -0.05% | |
| RJF | A | -0.05% | |
| DXCM | D | -0.05% | |
| UAL | A | -0.05% | |
| TSCO | D | -0.05% | |
| WEC | A | -0.05% | |
| EBAY | D | -0.05% | |
| CSGP | D | -0.05% | |
| CNC | D | -0.05% | |
| EIX | B | -0.05% | |
| FITB | A | -0.05% | |
| WTW | B | -0.05% | |
| NDAQ | A | -0.05% | |
| AVB | B | -0.05% | |
| GRMN | B | -0.05% | |
| EFX | F | -0.05% | |
| ROK | B | -0.05% | |
| VICI | C | -0.05% | |
| ED | D | -0.05% | |
| IRM | D | -0.05% | |
| RMD | C | -0.05% | |
| HIG | B | -0.05% | |
| OXY | D | -0.05% | |
| HUM | C | -0.05% | |
| FANG | D | -0.05% | |
| WAB | B | -0.05% | |
| EXR | D | -0.05% | |
| DD | D | -0.05% | |
| IDXX | F | -0.05% | |
| NUE | C | -0.05% | |
| ATO | A | -0.04% | |
| WY | D | -0.04% | |
| WAT | B | -0.04% | |
| TDY | B | -0.04% | |
| EXPE | B | -0.04% | |
| IFF | D | -0.04% | |
| PTC | A | -0.04% | |
| CINF | A | -0.04% | |
| HUBB | B | -0.04% | |
| AEE | A | -0.04% | |
| BIIB | F | -0.04% | |
| RF | A | -0.04% | |
| CDW | F | -0.04% | |
| NTAP | C | -0.04% | |
| WST | C | -0.04% | |
| PPL | B | -0.04% | |
| CCL | B | -0.04% | |
| DVN | F | -0.04% | |
| SW | A | -0.04% | |
| EQR | B | -0.04% | |
| ADM | D | -0.04% | |
| HBAN | A | -0.04% | |
| EQT | B | -0.04% | |
| VLTO | D | -0.04% | |
| SYF | B | -0.04% | |
| AWK | D | -0.04% | |
| MTD | D | -0.04% | |
| BRO | B | -0.04% | |
| GDDY | A | -0.04% | |
| VTR | C | -0.04% | |
| HSY | F | -0.04% | |
| FTV | C | -0.04% | |
| TYL | B | -0.04% | |
| HAL | C | -0.04% | |
| TROW | B | -0.04% | |
| BR | A | -0.04% | |
| PHM | D | -0.04% | |
| DECK | A | -0.04% | |
| HPE | B | -0.04% | |
| KHC | F | -0.04% | |
| STT | A | -0.04% | |
| MPWR | F | -0.04% | |
| NVR | D | -0.04% | |
| EG | C | -0.03% | |
| AVY | D | -0.03% | |
| MRO | B | -0.03% | |
| NI | A | -0.03% | |
| BAX | D | -0.03% | |
| GEN | B | -0.03% | |
| KIM | A | -0.03% | |
| ARE | D | -0.03% | |
| DG | F | -0.03% | |
| EXPD | D | -0.03% | |
| LVS | C | -0.03% | |
| MAS | D | -0.03% | |
| GPC | D | -0.03% | |
| TRMB | B | -0.03% | |
| TER | D | -0.03% | |
| IEX | B | -0.03% | |
| PNR | A | -0.03% | |
| DGX | A | -0.03% | |
| J | F | -0.03% | |
| KEY | B | -0.03% | |
| WRB | A | -0.03% | |
| HOLX | D | -0.03% | |
| MOH | F | -0.03% | |
| BBY | D | -0.03% | |
| TSN | B | -0.03% | |
| PODD | C | -0.03% | |
| PFG | D | -0.03% | |
| ULTA | F | -0.03% | |
| MAA | B | -0.03% | |
| BALL | D | -0.03% | |
| CTRA | B | -0.03% | |
| MKC | D | -0.03% | |
| NRG | B | -0.03% | |
| SNA | A | -0.03% | |
| INVH | D | -0.03% | |
| FDS | B | -0.03% | |
| LUV | C | -0.03% | |
| ESS | B | -0.03% | |
| CNP | B | -0.03% | |
| STLD | B | -0.03% | |
| IP | B | -0.03% | |
| LH | C | -0.03% | |
| DRI | B | -0.03% | |
| LYV | A | -0.03% | |
| ZBRA | B | -0.03% | |
| CLX | B | -0.03% | |
| OMC | C | -0.03% | |
| WDC | D | -0.03% | |
| CBOE | B | -0.03% | |
| CFG | B | -0.03% | |
| PKG | A | -0.03% | |
| FE | C | -0.03% | |
| FSLR | F | -0.03% | |
| BLDR | D | -0.03% | |
| NTRS | A | -0.03% | |
| STE | F | -0.03% | |
| K | A | -0.03% | |
| ES | D | -0.03% | |
| WBD | C | -0.03% | |
| ZBH | C | -0.03% | |
| GL | B | -0.02% | |
| ERIE | D | -0.02% | |
| AES | F | -0.02% | |
| MKTX | D | -0.02% | |
| LKQ | D | -0.02% | |
| CRL | C | -0.02% | |
| PNW | B | -0.02% | |
| FOXA | B | -0.02% | |
| CTLT | B | -0.02% | |
| IPG | D | -0.02% | |
| PAYC | B | -0.02% | |
| NWSA | B | -0.02% | |
| TAP | C | -0.02% | |
| AIZ | A | -0.02% | |
| GNRC | B | -0.02% | |
| TECH | D | -0.02% | |
| LW | C | -0.02% | |
| BXP | D | -0.02% | |
| NCLH | B | -0.02% | |
| EMN | D | -0.02% | |
| SJM | D | -0.02% | |
| UHS | D | -0.02% | |
| REG | B | -0.02% | |
| ALB | C | -0.02% | |
| DAY | B | -0.02% | |
| KMX | B | -0.02% | |
| ALLE | D | -0.02% | |
| HST | C | -0.02% | |
| INCY | C | -0.02% | |
| BG | F | -0.02% | |
| JNPR | F | -0.02% | |
| CPT | B | -0.02% | |
| CHRW | C | -0.02% | |
| CAG | D | -0.02% | |
| SWK | D | -0.02% | |
| DLTR | F | -0.02% | |
| TPR | B | -0.02% | |
| AKAM | D | -0.02% | |
| UDR | B | -0.02% | |
| SWKS | F | -0.02% | |
| MRNA | F | -0.02% | |
| POOL | C | -0.02% | |
| NDSN | B | -0.02% | |
| EPAM | C | -0.02% | |
| ROL | B | -0.02% | |
| FFIV | B | -0.02% | |
| RVTY | F | -0.02% | |
| APTV | D | -0.02% | |
| EVRG | A | -0.02% | |
| JBL | B | -0.02% | |
| AMCR | D | -0.02% | |
| JBHT | C | -0.02% | |
| DOC | D | -0.02% | |
| VTRS | A | -0.02% | |
| EL | F | -0.02% | |
| L | A | -0.02% | |
| LNT | A | -0.02% | |
| VRSN | F | -0.02% | |
| CF | B | -0.02% | |
| DPZ | C | -0.02% | |
| ALGN | D | -0.02% | |
| NWS | B | -0.01% | |
| FOX | A | -0.01% | |
| QRVO | F | -0.01% | |
| WBA | F | -0.01% | |
| BEN | C | -0.01% | |
| PARA | C | -0.01% | |
| FMC | D | -0.01% | |
| DVA | B | -0.01% | |
| MHK | D | -0.01% | |
| HII | D | -0.01% | |
| BWA | D | -0.01% | |
| IVZ | B | -0.01% | |
| MTCH | D | -0.01% | |
| CE | F | -0.01% | |
| HAS | D | -0.01% | |
| APA | D | -0.01% | |
| MOS | F | -0.01% | |
| CZR | F | -0.01% | |
| HSIC | B | -0.01% | |
| FRT | B | -0.01% | |
| RL | B | -0.01% | |
| ENPH | F | -0.01% | |
| MGM | D | -0.01% | |
| WYNN | D | -0.01% | |
| CPB | D | -0.01% | |
| AOS | F | -0.01% | |
| HRL | D | -0.01% | |
| SMCI | F | -0.01% | |
| TFX | F | -0.01% | |
| SOLV | C | -0.01% |
JEPI: Top Represented Industries & Keywords
Industries:
Diversified Industrials
Drug Manufacturers - Major
Semiconductors
Utilities - Regulated Electric
Aerospace & Defense
Medical Devices
Software - Application
Specialty Industrial Machinery
Beverages - Soft Drinks
Business Services
Credit Services
Discount Stores
Household & Personal Products
Information Technology Services
Insurance - Property & Casualty
Insurance Brokers
Restaurants
Specialty Chemicals
Utilities - Diversified
Biotechnology
HCMT: Top Represented Industries & Keywords
Industries:
Diversified Industrials
Software - Application
Utilities - Regulated Electric
Business Services
Semiconductors
Diagnostics & Research
Asset Management
Oil & Gas E&P
Aerospace & Defense
Banks - Regional - US
Capital Markets
Drug Manufacturers - Major
Packaged Foods
Medical Devices
Medical Instruments & Supplies
Specialty Retail
Credit Services
Health Care Plans
Household & Personal Products
Information Technology Services
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