Compare · 2 funds side by side · dividends reinvested

DFAC and JEPQ

DFACDimensional×JEPQJ.P. Morgan×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,526DFAC · best of the two

02 / 04

DFAC and JEPQ, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - US Core Equity 2 ETFUS Stock Styles · Large cap0.21%0.90%+11.2%+14.3%+21.2%+10.6%−8.5%12.9%$89.2B1.1

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.17%+8.5%+9.3%+20.3%[…]−8.8%15.5%$42.1B1.9

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

End-of-day Nov 5, 2026 · returns include dividends · since: DFAC 2005 · JEPQ 2022

Head to Head

Swap sides Versus in desk

Head to Head

Dimensional - US Core Equity 2 ETF · $89.2B$16,526

DFAC

JEPQ

JPMorgan Nasdaq Equity Premium Income ETF · $42.1B[…]

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

DFACMeasureJEPQ

+11.2%Year to dateJan 1 → Nov 5+8.5%

+14.3%1 yearTotal return+9.3%

+21.2%3 years · per year$10,000 became $17,812 · $17,406+20.3%

+10.6%5 years · per year$10,000 became $16,526 · […][…]

0.21%Expense ratio$21 · $35 a year on $10k · lower is better0.35%

0.90%Trailing 12-mo yield$90 · $1,217 a year on $10k12.17%

−8.5%Worst dropSmaller is better−8.8%

12.9%VolatilityLower is calmer15.5%

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

6–1DFAC wins

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

More Ways to See the Pairs

DFAC vs JEPQ: Top 5 Holdings

Today

DFAC

20.5%in top 5

JEPQ

in top 528.3%

DFACStockJEPQ

5.8%AAPL7.1%

5.1%NVDA6.8%

5.0%MSFT6.0%

not top 5GOOG4.2%

2.7%AMZN4.2%

1.9%METAnot top 5

Held in common34.1%

End-of-day Nov 5, 2026 · share of each fund

DFAC vs JEPQ Returns, Every Period

DimensionalDFAC

+14.3%

past year

JEPQJ.P. Morgan

+9.3%

past year

DFACJEPQFaded: behind in that period

3–0DFAC wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Stocks vs Income: DFAC vs JEPQ

YTD

DimensionalDFAC

+11.2%

JEPQJ.P. Morgan

+8.5%

+11.2%Year to date+8.5%

−8.5%Worst drop · 1Y−8.8%

12.9%Volatility · 1Y15.5%

0.9%Yield12.2%

$89.2BAssets$42.1B

3–1DFAC wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DFAC, JEPQ

Today

0.21%lowest, DFAC

FundExpense ratioFee$10k

DFAC0.21%$21

JEPQ0.35%$35

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: DFAC, JEPQ

12.17%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.17%$1,217

DFAC0.90%$90

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$1,182most kept, JEPQ

JEPQ$1,217 − $35 = $1,182

DFAC$90 − $21 = $69

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: DFAC, JEPQ

Today

34.1%most shared, DFAC and JEPQ

DFACJEPQ

DFAC—34.1%

JEPQ34.1%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+14.3%DFAC, at 12.9% volatility

DFACWorst drop−8.5%12.9% vol

JEPQWorst drop−8.8%15.5% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQDFAC

+8.5%Year to date+11.2%

12.2%Yield0.9%

+9.3%Past year+14.3%

0.35%Fee0.21%

3–1DFAC wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026