Compare · 3 funds side by side · dividends reinvested

DFGP, JEPI and SGOV

DFGPDimensional×JEPIJ.P. Morgan×SGOViShares×

02 / 04

−0.1%

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$14,519JEPI · best of the three

Story of the three · IncomeMost incomeJEPI · 7.87% · $787 a year on $10k

Story of the three · RiskSmallest drop

DFGP, JEPI and SGOV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.87%+8.2%+9.6%+11.1%+7.7%−6.7%9.0%$47.3B1.8

iShares 0-3 Month Treasury Bond ETFBonds & Cash · Cash & T-bills0.09%3.63%+3.2%+3.8%+4.5%+3.9%−0.0%0.2%$117B1.9

Dimensional - Global Core Plus Fixed Income ETFBonds & Cash · International0.23%4.88%−0.4%−0.7%+5.1%[…]−3.9%4.5%$3.8B2.3

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 13, 2026 · returns include dividends · since: DFGP 2023 · JEPI 2020 · SGOV 2020

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Dimensional - Global Core Plus Fixed Income ETF · $3.8B[…]

DFGP

SGOV

iShares 0-3 Month Treasury Bond ETF · $117B$12,098

$10,000 five years ago, dividends reinvested

DFGPMeasure

More Ways to See the Pairs

DFGP vs SGOV: Top 5 Holdings

Today

DFGP

[…]in top 5

SGOV

in top 5[…]

Holdings […] not in today’s data

Held in common[…]

End-of-day Nov 13, 2026 · share of each fund

DFGP vs SGOV Returns, Every Period

1Y

DimensionalDFGP

−0.7%

Cost, Income and Risk

Fees: DFGP, JEPI, SGOV

Today

0.09%lowest, SGOV

FundExpense ratioFee$10k

SGOV0.09%$9

DFGP0.23%$23

JEPI0.35%$35

End-of-day Nov 13, 2026 · fee on $10,000 a year

Popular Pairs Near These Three

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.7%

JEPIJ.P. Morgan

+8.2%

+6.7%Year to date+8.2%

12.4%Yield7.9%

$42.6BAssets$47.3B

1–1level

End-of-day Nov 13, 2026

SGOV vs BIL

YTD

iSharesSGOV

+3.2%

BILSPDR

+3.2%

+3.2%Year to date

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

SGOV

−0.4%Year to dateJan 1 → Nov 13+3.2%

−0.7%1 yearTotal return+3.8%

+5.1%3 years · per year$10,000 became $11,625 · $11,417+4.5%

[…]5 years · per year$10,000 became […] · $12,098+3.9%

0.23%Expense ratio$23 · $9 a year on $10k · lower is better0.09%

4.88%Trailing 12-mo yield$488 · $363 a year on $10k3.63%

−3.9%Worst dropSmaller is better−0.0%

4.5%VolatilityLower is calmer0.2%

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

2–5SGOV wins

End-of-day Nov 13, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

past year

SGOViShares

+3.8%

past year

DFGPSGOVFaded: behind in that period

1–2SGOV wins

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

Bonds vs Income: DFGP vs JEPI

YTD

DimensionalDFGP

−0.4%

JEPIJ.P. Morgan

+8.2%

−0.4%Year to date+8.2%

−3.9%Worst drop · 1Y−6.7%

4.5%Volatility · 1Y9.0%

4.9%Yield7.9%

$3.8BAssets$47.3B

2–2level

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

Yields: DFGP, JEPI, SGOV

1Y

7.87%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.87%$787

DFGP4.88%$488

SGOV3.63%$363

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$752most kept, JEPI

JEPI$787 − $35 = $752

DFGP$488 − $23 = $465

SGOV$363 − $9 = $354

KeptFee

End-of-day Nov 13, 2026 · yield in dollars minus the fee

Overlap: DFGP, JEPI, SGOV

Today

[…]holdings […]

DFGPJEPISGOV

DFGP—[…][…]

JEPI[…]—[…]

SGOV[…][…]—

End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+9.6%JEPI, at 9.0% volatility

SGOVWorst drop−0.0%0.2% vol

DFGPWorst drop−3.9%4.5% vol

JEPIWorst drop−6.7%9.0% vol

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

JEPISGOV

+8.2%Year to date+3.2%

7.9%Yield3.6%

+9.6%Past year+3.8%

0.35%Fee0.09%

3–1JEPI wins

End-of-day Nov 13, 2026

+3.2%

3.6%Yield3.7%

$117BAssets$49.3B

1–0BIL wins

End-of-day Nov 13, 2026

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 13, 2026

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DFGP, JEPI and SGOV

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three

Yields: DFGP, JEPI, SGOV