Compare · 3 funds side by side · dividends reinvested

DFEM, JEPI and VXUS

DFEMDimensional×JEPIJ.P. Morgan×VXUSVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$14,489VXUS · best of the three

02 / 04

DFEM, JEPI and VXUS, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Total International Stock ETFInternational · Ex-US broad0.05%2.45%+8.1%+11.6%+19.2%+7.7%−11.3%17.6%$163B1.4

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%8.09%+5.3%+8.2%+10.7%+7.1%−6.7%8.8%$45.2B2.0

Dimensional - Emerging Markets Core Equity 2 ETFInternational · Emerging0.39%2.21%+8.0%+8.9%+18.5%[…]−17.0%24.1%$8.6B2.6

Rank among the three1st → 3rdFee, 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 · VXUS 2011

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 · $45.2B$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$45.2B

3–1JEPI wins

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

Cost, Income and Risk

Fees: DFEM, JEPI, VXUS

Today

0.05%lowest, VXUS

FundExpense ratioFee$10k

VXUS0.05%$5

JEPI0.35%$35

DFEM0.39%$39

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

Yields: DFEM, JEPI, VXUS

8.09%highest, JEPI

FundTrailing yieldYield$10k

JEPI8.09%$809

VXUS2.45%$245

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

VXUS$245 − $5 = $240

DFEM$221 − $39 = $182

KeptFee

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

Overlap: DFEM, JEPI, VXUS

Today

22.6%most shared, DFEM and VXUS

DFEMJEPIVXUS

DFEM—0.0%22.6%

JEPI0.0%—0.0%

VXUS22.6%0.0%—

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

Return vs Bumpiness: 3 ETFs

+11.6%VXUS, at 17.6% volatility

JEPIWorst drop−6.7%8.8% vol

VXUSWorst drop−11.3%17.6% 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

JEPIVXUS

+5.3%Year to date+8.1%

8.1%Yield2.5%

+8.2%Past year+11.6%

0.35%Fee0.05%

3–1VXUS wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

VXUS vs IXUS

YTD

VanguardVXUS

+8.1%

IXUSiShares

+8.2%

+8.1%Year to date+8.2%

2.5%Yield3.1%

$163BAssets$56.4B

2–0IXUS wins

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