Compare · 2 funds side by side · dividends reinvested

DFEM and JEPI

DFEMDimensional×JEPIJ.P. Morgan×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,118JEPI · best of the two

02 / 04

DFEM and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%8.09%+5.3%+8.2%+10.7%+7.1%−6.7%8.8%$46.8B1.4

Dimensional - Emerging Markets Core Equity 2 ETFInternational · Emerging0.39%2.21%+8.0%+8.9%+18.5%[…]−17.0%24.1%$8.6B1.6

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

End-of-day Nov 6, 2026 · returns include dividends · since: DFEM 2022 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

Dimensional - Emerging Markets Core Equity 2 ETF · $8.6B[…]

DFEM

JEPI

JPMorgan Equity Premium Income ETF · $46.8B$14,118

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

DFEMMeasureJEPI

+8.0%Year to dateJan 1 → Nov 6+5.3%

+8.9%1 yearTotal return+8.2%

+18.5%3 years · per year$10,000 became $16,638 · $13,562+10.7%

[…]5 years · per year$10,000 became […] · $14,118+7.1%

0.39%Expense ratio$39 · $35 a year on $10k · lower is better0.35%

2.21%Trailing 12-mo yield$221 · $809 a year on $10k8.09%

−17.0%Worst dropSmaller is better−6.7%

24.1%VolatilityLower is calmer8.8%

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

3–4JEPI wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

DFEM vs JEPI: Top 5 Holdings

Today

DFEM

19.8%in top 5

JEPI

in top 59.9%

DFEMStockJEPI

9.9%2330.TWnot top 5

3.7%005930.Knot top 5

3.5%000660.Knot top 5

not top 5MA2.1%

not top 5MSFT2.0%

not top 5AAPL2.0%

not top 5MMM1.9%

not top 5NEE1.9%

1.8%0700.HKnot top 5

0.9%0939.HKnot top 5

Held in common0.0%

End-of-day Nov 6, 2026 · share of each fund

DFEM vs JEPI Returns, Every Period

DimensionalDFEM

+8.9%

past year

JEPIJ.P. Morgan

+8.2%

past year

DFEMJEPIFaded: behind in that period

3–0DFEM wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

International vs Income: DFEM vs JEPI

YTD

DimensionalDFEM

+8.0%

JEPIJ.P. Morgan

+5.3%

+8.0%Year to date+5.3%

−17.0%Worst drop · 1Y−6.7%

24.1%Volatility · 1Y8.8%

2.2%Yield8.1%

$8.6BAssets$46.8B

3–1JEPI wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DFEM, JEPI

Today

0.35%lowest, JEPI

FundExpense ratioFee$10k

JEPI0.35%$35

DFEM0.39%$39

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: DFEM, JEPI

8.09%highest, JEPI

FundTrailing yieldYield$10k

JEPI8.09%$809

DFEM2.21%$221

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$774most kept, JEPI

JEPI$809 − $35 = $774

DFEM$221 − $39 = $182

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: DFEM, JEPI

Today

0.0%most shared, DFEM and JEPI

DFEMJEPI

DFEM—0.0%

JEPI0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+8.9%DFEM, at 24.1% volatility

JEPIWorst drop−6.7%8.8% vol

DFEMWorst drop−17.0%24.1% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

JEPIDFEM

+5.3%Year to date+8.0%

8.1%Yield2.2%

+8.2%Past year+8.9%

0.35%Fee0.39%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Two

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026