Compare · 2 funds side by side · dividends reinvested

DFIP and JEPQ

DFIPDimensional×JEPQJ.P. Morgan×

Versus in desk

02 / 04

−0.1%

IWD+0.2%

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Portfolio

Story of the two · Growth3Y$10,000 three years agoDividends reinvested · both on one scale$16,188JEPQ · best of the two

Story of the two · IncomeMost incomeJEPQ · 12.37% · $1,237 a year on $10k

Story of the two · RiskSmallest drop

DFIP and JEPQ, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.37%+6.7%+7.6%+17.4%[…]−11.5%17.0%$42.6B1.4

Dimensional - Inflation-Protected Securities ETFBonds & Cash · Treasuries0.11%5.39%−1.6%−2.1%+3.6%[…]−4.3%3.7%$1.1B1.6

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 13, 2026 · returns include dividends · since: DFIP 2021 · JEPQ 2022

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Dimensional - Inflation-Protected Securities ETF · $1.1B[…]

DFIP

JEPQ

JPMorgan Nasdaq Equity Premium Income ETF · $42.6B[…]

$10,000 five years ago, dividends reinvested

DFIPMeasureJEPQ

−1.6%

More Ways to See the Pairs

DFIP vs JEPQ: Top 5 Holdings

Today

DFIP

[…]in top 5

JEPQ

in top 527.3%

DFIPStockJEPQ

not top 5AAPL7.2%

not top 5NVDA5.9%

not top 5MSFT5.6%

not top 5GOOG4.3%

not top 5AMZN4.2%

Cost, Income and Risk

Fees: DFIP, JEPQ

Today

0.11%lowest, DFIP

FundExpense ratioFee$10k

DFIP0.11%$11

JEPQ0.35%$35

End-of-day Nov 13, 2026 · fee on $10,000 a year

Yields: DFIP, JEPQ

1Y

12.37%highest, JEPQ

FundTrailing yield

Popular Pairs Near These Two

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.7%

JEPIJ.P. Morgan

+8.2%

+6.7%Year to date+8.2%

12.4%Yield7.9%

$42.6BAssets$47.3B

1–1level

End-of-day Nov 13, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

Year to dateJan 1 → Nov 13

+6.7%

−2.1%1 yearTotal return+7.6%

+3.6%3 years · per year$10,000 became $11,131 · $16,188+17.4%

[…]5 years · per year[…]

0.11%Expense ratio$11 · $35 a year on $10k · lower is better0.35%

5.39%Trailing 12-mo yield$539 · $1,237 a year on $10k12.37%

−4.3%Worst dropSmaller is better−11.5%

3.7%VolatilityLower is calmer17.0%

DFIPJEPQ Winner of the row, in its colourEach row: the bigger of the two fills its side

3–4JEPQ wins

End-of-day Nov 13, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

Held in common[…]

End-of-day Nov 13, 2026 · share of each fund

DFIP vs JEPQ Returns, Every Period

1Y

DimensionalDFIP

−2.1%

past year

JEPQJ.P. Morgan

+7.6%

past year

DFIPJEPQFaded: behind in that period

0–3JEPQ wins

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

Bonds vs Income: DFIP vs JEPQ

YTD

DimensionalDFIP

−1.6%

JEPQJ.P. Morgan

+6.7%

−1.6%Year to date+6.7%

−4.3%Worst drop · 1Y−11.5%

3.7%Volatility · 1Y17.0%

5.4%Yield12.4%

$1.1BAssets$42.6B

2–2level

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

Yield

$10k

JEPQ12.37%$1,237

DFIP5.39%$539

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$1,202most kept, JEPQ

JEPQ$1,237 − $35 = $1,202

DFIP$539 − $11 = $528

KeptFee

End-of-day Nov 13, 2026 · yield in dollars minus the fee

Overlap: DFIP, JEPQ

Today

[…]holdings […]

DFIPJEPQ

DFIP—[…]

JEPQ[…]—

End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+7.6%JEPQ, at 17.0% volatility

DFIPWorst drop−4.3%3.7% vol

JEPQWorst drop−11.5%17.0% vol

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQDFIP

+6.7%Year to date−1.6%

12.4%Yield5.4%

+7.6%Past year−2.1%

0.35%Fee0.11%

3–1JEPQ wins

End-of-day Nov 13, 2026

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 13, 2026

Year to date

+11.5%

1.0%Yield1.0%

$186BAssets$806B

0–0level

End-of-day Nov 13, 2026

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DFIP and JEPQ

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two