Compare · 2 funds side by side · dividends reinvested

DCOR and JEPI

DCORDimensional×JEPIJ.P. Morgan×

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,635JEPI · best of the two

02 / 04

DCOR and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

U.S. Core Equity 1 Portfolio ETF Class SharesUS Stock Styles · Large cap0.17%0.89%+15.9%+17.4%+23.6%[…]−8.3%12.2%$45.0B1.4

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.83%+8.8%+11.9%+12.6%+7.9%−6.7%8.1%$46.0B1.5

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

End-of-day Nov 4, 2026 · returns include dividends · since: DCOR 2005 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

U.S. Core Equity 1 Portfolio ETF Class Shares · $45.0B[…]

DCOR

JEPI

JPMorgan Equity Premium Income ETF · $46.0B$14,635

$10,000 five years ago, dividends reinvested · they hold 34.1% in common

DCORMeasureJEPI

+15.9%Year to dateJan 1 → Nov 4+8.8%

+17.4%1 yearTotal return+11.9%

+23.6%3 years · per year$10,000 became $18,904 · $14,269+12.6%

[…]5 years · per year$10,000 became […] · $14,635+7.9%

0.17%Expense ratio$17 · $35 a year on $10k · lower is better0.35%

0.89%Trailing 12-mo yield$89 · $783 a year on $10k7.83%

−8.3%Worst dropSmaller is better−6.7%

12.2%VolatilityLower is calmer8.1%

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

4–3DCOR wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

DCOR vs JEPI: Top 5 Holdings

Today

DCOR

20.2%in top 5

JEPI

in top 59.5%

DCORStockJEPI

5.8%AAPL1.9%

5.7%NVDAnot top 5

4.4%MSFT1.9%

2.7%AMZNnot top 5

not top 5MA2.0%

not top 5V1.9%

not top 5NEE1.8%

1.7%METAnot top 5

Held in common34.1%

End-of-day Nov 4, 2026 · share of each fund

DCOR vs JEPI Returns, Every Period

DimensionalDCOR

+17.4%

past year

JEPIJ.P. Morgan

+11.9%

past year

DCORJEPIFaded: behind in that period

3–0DCOR wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Stocks vs Income: DCOR vs JEPI

YTD

DimensionalDCOR

+15.9%

JEPIJ.P. Morgan

+8.8%

+15.9%Year to date+8.8%

−8.3%Worst drop · 1Y−6.7%

12.2%Volatility · 1Y8.1%

0.9%Yield7.8%

$45.0BAssets$46.0B

3–1JEPI wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DCOR, JEPI

Today

0.17%lowest, DCOR

FundExpense ratioFee$10k

DCOR0.17%$17

JEPI0.35%$35

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: DCOR, JEPI

7.83%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.83%$783

DCOR0.89%$89

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$748most kept, JEPI

JEPI$783 − $35 = $748

DCOR$89 − $17 = $72

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: DCOR, JEPI

Today

34.1%most shared, DCOR and JEPI

DCORJEPI

DCOR—34.1%

JEPI34.1%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+17.4%DCOR, at 12.2% volatility

JEPIWorst drop−6.7%8.1% vol

DCORWorst drop−8.3%12.2% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

JEPIDCOR

+8.8%Year to date+15.9%

7.8%Yield0.9%

+11.9%Past year+17.4%

0.35%Fee0.17%

3–1DCOR wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026