Compare DFGR and JEPQ

DFGR and JEPQ, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - Global Real Estate ETFSectors · Real estate0.22%3.87%+10.5%+11.1%+13.8%[…]−10.8%12.5%$4.0B1.4

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.17%+8.5%+9.3%+20.3%[…]−8.8%15.5%$42.6B1.6

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

End-of-day Nov 5, 2026 · returns include dividends · since: DFGR 2022 · JEPQ 2022

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Dimensional - Global Real Estate ETF · $4.0B[…]

DFGR

JEPQ

JPMorgan Nasdaq Equity Premium Income ETF · $42.6B[…]

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

DFGRMeasureJEPQ

+10.5%Year to dateJan 1 → Nov 5+8.5%

+11.1%1 yearTotal return+9.3%

+13.8%3 years · per year$10,000 became $14,720 · $17,406+20.3%

[…]5 years · per year[…]

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

3.87%Trailing 12-mo yield$387 · $1,217 a year on $10k12.17%

−10.8%Worst dropSmaller is better−8.8%

12.5%VolatilityLower is calmer15.5%

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

4–3DFGR wins

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

More Ways to See the Pairs

DFGR vs JEPQ: Top 5 Holdings

Today

DFGR

28.5%in top 5

JEPQ

in top 528.3%

DFGRStockJEPQ

9.0%WELLnot top 5

not top 5AAPL7.1%

not top 5NVDA6.8%

6.2%PLDnot top 5

not top 5MSFT6.0%

5.2%EQIXnot top 5

4.4%AMTnot top 5

not top 5GOOG4.2%

not top 5AMZN4.2%

3.7%SPGnot top 5

Held in common0.2%

End-of-day Nov 5, 2026 · share of each fund

DFGR vs JEPQ Returns, Every Period

1Y

DimensionalDFGR

+11.1%

past year

JEPQJ.P. Morgan

+9.3%

past year

DFGRJEPQFaded: behind in that period

2–1DFGR wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Sector vs Income: DFGR vs JEPQ

YTD

DimensionalDFGR

+10.5%

JEPQJ.P. Morgan

+8.5%

+10.5%Year to date+8.5%

−10.8%Worst drop · 1Y−8.8%

12.5%Volatility · 1Y15.5%

3.9%Yield12.2%

$4.0BAssets$42.6B

2–2level

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DFGR, JEPQ

Today

0.22%lowest, DFGR

FundExpense ratioFee$10k

DFGR0.22%$22

JEPQ0.35%$35

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: DFGR, JEPQ

1Y

12.17%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.17%$1,217

DFGR3.87%$387

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$1,182most kept, JEPQ

JEPQ$1,217 − $35 = $1,182

DFGR$387 − $22 = $365

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: DFGR, JEPQ

Today

0.2%most shared, DFGR and JEPQ

DFGRJEPQ

DFGR—0.2%

JEPQ0.2%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+11.1%DFGR, at 12.5% volatility

DFGRWorst drop−10.8%12.5% vol

JEPQWorst drop−8.8%15.5% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQDFGR

+8.5%Year to date+10.5%

12.2%Yield3.9%

+9.3%Past year+11.1%

0.35%Fee0.22%

3–1DFGR wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026