Compare · 3 funds side by side · dividends reinvested

DFIP, JEPQ and BND

DFIPDimensional×JEPQJ.P. Morgan×BNDVanguard×

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Story of the three · Growth3Y$10,000 three years agoDividends reinvested · all three on one scale$16,406JEPQ · best of the three

Story of the three · IncomeMost incomeJEPQ · 12.24% · $1,224 a year on $10k

Story of the three · RiskSmallest drop

DFIP, JEPQ and BND, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.24%+7.8%+8.8%+17.9%[…]−11.5%16.9%$41.8B1.9

Vanguard Total Bond Market ETFBonds & Cash · Core aggregate0.03%4.18%−1.3%−1.3%+4.3%−0.4%−4.5%4.1%$161B1.9

Dimensional - Inflation-Protected Securities ETFBonds & Cash · Treasuries0.11%5.39%−1.5%−2.2%+3.8%[…]−4.3%3.7%$1.1B2.1

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 12, 2026 · returns include dividends · since: DFIP 2021 · JEPQ 2022 · BND 2007

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Vanguard Total Bond Market ETF · $161B$9,803

BND

DFIP

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

$10,000 five years ago, dividends reinvested

BND

More Ways to See the Pairs

BND vs DFIP: Top 5 Holdings

Today

BND

[…]in top 5

DFIP

in top 5[…]

Holdings […] not in today’s data

Held in common[…]

End-of-day Nov 12, 2026 · share of each fund

BND vs DFIP Returns, Every Period

1Y

VanguardBND

−1.3%

past year

Cost, Income and Risk

Fees: DFIP, JEPQ, BND

Today

0.03%lowest, BND

FundExpense ratioFee$10k

BND0.03%$3

DFIP0.11%$11

JEPQ0.35%$35

End-of-day Nov 12, 2026 · fee on $10,000 a year

Yields: DFIP, JEPQ, BND

Popular Pairs Near These Three

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

+7.8%Year to date+8.3%

12.2%Yield7.9%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 12, 2026

BND vs AGG

YTD

VanguardBND

−1.3%

AGGiShares

−1.4%

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

Measure

DFIP

−1.3%Year to dateJan 1 → Nov 12−1.5%

−1.3%1 yearTotal return−2.2%

+4.3%3 years · per year$10,000 became $11,344 · $11,170+3.8%

−0.4%5 years · per year$10,000 became $9,803 · […][…]

0.03%Expense ratio$3 · $11 a year on $10k · lower is better0.11%

4.18%Trailing 12-mo yield$418 · $539 a year on $10k5.39%

−4.5%Worst dropSmaller is better−4.3%

4.1%VolatilityLower is calmer3.7%

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

4–3BND wins

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

DFIPDimensional

−2.2%

past year

BNDDFIPFaded: behind in that period

3–0BND wins

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

Bonds vs Income: BND vs JEPQ

YTD

VanguardBND

−1.3%

JEPQJ.P. Morgan

+7.8%

−1.3%Year to date+7.8%

−4.5%Worst drop · 1Y−11.5%

4.1%Volatility · 1Y16.9%

4.2%Yield12.2%

$161BAssets$41.8B

2–2level

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

1Y

12.24%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.24%$1,224

DFIP5.39%$539

BND4.18%$418

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

Income After Fees on $10,000

1Y

$1,189most kept, JEPQ

JEPQ$1,224 − $35 = $1,189

DFIP$539 − $11 = $528

BND$418 − $3 = $415

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: DFIP, JEPQ, BND

Today

[…]holdings […]

DFIPJEPQBND

DFIP—[…][…]

JEPQ[…]—[…]

BND[…][…]—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+8.8%JEPQ, at 16.9% volatility

DFIPWorst drop−4.3%3.7% vol

BNDWorst drop−4.5%4.1% vol

JEPQWorst drop−11.5%16.9% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQBND

+7.8%Year to date−1.3%

12.2%Yield4.2%

+8.8%Past year−1.3%

0.35%Fee0.03%

3–1JEPQ wins

End-of-day Nov 12, 2026

−1.3%Year to date−1.4%

4.2%Yield4.2%

$161BAssets$138B

1–0BND wins

End-of-day Nov 12, 2026

+34.2%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

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DFIP, JEPQ and BND

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three