Compare · 2 funds side by side · dividends reinvested

DFAR and JEPQ

DFARDimensional×JEPQJ.P. Morgan×

Versus in desk

Story of the two · CostLowest cost

01 / 03

IWD+0.4%

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Portfolio

Story of the two · RiskSmallest drop

DFAR and JEPQ, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

DFA Real Estate Securities Portfolio ETF Class SharesSectors · Real estate0.22%3.31%+16.9%+15.4%+13.1%[…]−11.5%14.1%$8.7B1.3

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.20%+8.1%+9.0%+18.2%[…]−11.5%16.9%$42.0B1.7

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

End-of-day Nov 11, 2026 · returns include dividends · since: DFAR 1993 · JEPQ 2022

Head to Head

Swap sides Versus in desk

Head to Head

5Y

DFA Real Estate Securities Portfolio ETF Class Shares · $8.7B[…]

DFAR

JEPQ

JPMorgan Nasdaq Equity Premium Income ETF · $42.0B[…]

$10,000 five years ago, dividends reinvested · they hold 0.2% in common

DFARMeasureJEPQ

+16.9%

More Ways to See the Pairs

DFAR vs JEPQ: Top 5 Holdings

Today

DFAR

29.0%in top 5

JEPQ

in top 527.6%

DFARStockJEPQ

7.6%WELLnot top 5

not top 5AAPL7.2%

6.3%PLDnot top 5

not top 5NVDA5.9%

not top 5MSFT5.9%

Cost, Income and Risk

Fees: DFAR, JEPQ

Today

0.22%lowest, DFAR

FundExpense ratioFee$10k

DFAR0.22%$22

JEPQ0.35%$35

End-of-day Nov 11, 2026 · fee on $10,000 a year

Yields: DFAR, JEPQ

1Y

12.20%highest, JEPQ

FundTrailing yield

Popular Pairs Near These Two

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

+8.1%Year to date+8.6%

12.2%Yield7.8%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 11, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

SPYM vs SPY

YTD

SPDRSPYM

+12.4%

SPYSPDR

+12.3%

Year to dateJan 1 → Nov 11

+8.1%

+15.4%1 yearTotal return+9.0%

+13.1%3 years · per year$10,000 became $14,473 · $16,525+18.2%

[…]5 years · per year[…]

0.22%Expense ratio$22 · $35 a year on $10k · lower is better0.35%

3.31%Trailing 12-mo yield$331 · $1,220 a year on $10k12.20%

−11.5%Worst dropSmaller is better−11.5%

14.1%VolatilityLower is calmer16.9%

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

4–2DFAR wins

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

5.3%EQIXnot top 5

5.1%SPGnot top 5

4.8%AMTnot top 5

not top 5AMZN4.4%

not top 5GOOG4.3%

Held in common0.2%

End-of-day Nov 11, 2026 · share of each fund

DFAR vs JEPQ Returns, Every Period

1Y

DimensionalDFAR

+15.4%

past year

JEPQJ.P. Morgan

+9.0%

past year

DFARJEPQFaded: behind in that period

2–1DFAR wins

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

Sector vs Income: DFAR vs JEPQ

YTD

DimensionalDFAR

+16.9%

JEPQJ.P. Morgan

+8.1%

+16.9%Year to date+8.1%

−11.5%Worst drop · 1Y−11.5%

14.1%Volatility · 1Y16.9%

3.3%Yield12.2%

$8.7BAssets$42.0B

2–1DFAR wins

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

Yield

$10k

JEPQ12.20%$1,220

DFAR3.31%$331

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$1,185most kept, JEPQ

JEPQ$1,220 − $35 = $1,185

DFAR$331 − $22 = $309

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: DFAR, JEPQ

Today

0.2%most shared, DFAR and JEPQ

DFARJEPQ

DFAR—0.2%

JEPQ0.2%—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+15.4%DFAR, at 14.1% volatility

DFARWorst drop−11.5%14.1% vol

JEPQWorst drop−11.5%16.9% vol

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQDFAR

+8.1%Year to date+16.9%

12.2%Yield3.3%

+9.0%Past year+15.4%

0.35%Fee0.22%

3–1DFAR wins

End-of-day Nov 11, 2026

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

+12.4%Year to date+12.3%

1.0%Yield1.0%

$183BAssets$792B

1–0SPYM wins

End-of-day Nov 11, 2026

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DFAR and JEPQ

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two