Compare · 2 funds side by side · dividends reinvested

DFEV and JEPI

DFEVDimensional×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

DFEV 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 Value ETFInternational · Emerging0.46%2.35%+14.2%+16.0%+21.6%[…]−14.7%22.9%$2.1B1.6

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: DFEV 2022 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

Dimensional - Emerging Markets Value ETF · $2.1B[…]

DFEV

JEPI

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

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

DFEVMeasureJEPI

+14.2%Year to dateJan 1 → Nov 6+5.3%

+16.0%1 yearTotal return+8.2%

+21.6%3 years · per year$10,000 became $17,976 · $13,562+10.7%

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

0.46%Expense ratio$46 · $35 a year on $10k · lower is better0.35%

2.35%Trailing 12-mo yield$235 · $809 a year on $10k8.09%

−14.7%Worst dropSmaller is better−6.7%

22.9%VolatilityLower is calmer8.8%

DFEVJEPI 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

DFEV vs JEPI: Top 5 Holdings

Today

DFEV

11.9%in top 5

JEPI

in top 59.9%

DFEVStockJEPI

4.2%000660.Knot top 5

2.7%0939.HKnot top 5

not top 5MA2.1%

not top 5MSFT2.0%

not top 5AAPL2.0%

not top 5MMM1.9%

not top 5NEE1.9%

1.8%2317.TWnot top 5

1.7%RELIANCEnot top 5

1.5%1398.HKnot top 5

Held in common0.0%

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

DFEV vs JEPI Returns, Every Period

DimensionalDFEV

+16.0%

past year

JEPIJ.P. Morgan

+8.2%

past year

DFEVJEPIFaded: behind in that period

3–0DFEV wins

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

International vs Income: DFEV vs JEPI

YTD

DimensionalDFEV

+14.2%

JEPIJ.P. Morgan

+5.3%

+14.2%Year to date+5.3%

−14.7%Worst drop · 1Y−6.7%

22.9%Volatility · 1Y8.8%

2.4%Yield8.1%

$2.1BAssets$46.8B

3–1JEPI wins

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

Cost, Income and Risk

Fees: DFEV, JEPI

Today

0.35%lowest, JEPI

FundExpense ratioFee$10k

JEPI0.35%$35

DFEV0.46%$46

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

Yields: DFEV, JEPI

8.09%highest, JEPI

FundTrailing yieldYield$10k

JEPI8.09%$809

DFEV2.35%$235

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

Income After Fees on $10,000

$774most kept, JEPI

JEPI$809 − $35 = $774

DFEV$235 − $46 = $189

KeptFee

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

Overlap: DFEV, JEPI

Today

0.0%most shared, DFEV and JEPI

DFEVJEPI

DFEV—0.0%

JEPI0.0%—

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

Return vs Bumpiness: 2 ETFs

+16.0%DFEV, at 22.9% volatility

JEPIWorst drop−6.7%8.8% vol

DFEVWorst drop−14.7%22.9% vol

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

Paid More vs Made More

YTD

JEPIDFEV

+5.3%Year to date+14.2%

8.1%Yield2.4%

+8.2%Past year+16.0%

0.35%Fee0.46%

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