Compare · 3 funds side by side · dividends reinvested

DFIP, JEPI and BND

DFIPDimensional×JEPIJ.P. Morgan×BNDVanguard×

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$14,429JEPI · best of the three

Story of the three · IncomeMost incomeJEPI · 7.92% · $792 a year on $10k

Story of the three · RiskSmallest drop

DFIP, JEPI and BND, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.92%+7.6%+10.6%+10.9%+7.6%−6.7%9.0%$46.6B1.8

Vanguard Total Bond Market ETFBonds & Cash · Core aggregate0.03%4.15%−0.7%−0.4%+4.6%−0.2%−4.5%4.0%$161B2.0

Dimensional - Inflation-Protected Securities ETFBonds & Cash · Treasuries0.11%5.36%−1.0%−1.2%+3.9%[…]−4.3%3.7%$1.1B2.1

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

End-of-day Nov 10, 2026 · returns include dividends · since: DFIP 2021 · JEPI 2020 · BND 2007

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Dimensional - Inflation-Protected Securities ETF · $1.1B[…]

DFIP

BND

Vanguard Total Bond Market ETF · $161B$9,898

$10,000 five years ago, dividends reinvested

DFIPMeasure

More Ways to See the Pairs

DFIP vs BND: Top 5 Holdings

Today

DFIP

[…]in top 5

BND

in top 5[…]

Holdings […] not in today’s data

Held in common[…]

End-of-day Nov 10, 2026 · share of each fund

DFIP vs BND Returns, Every Period

1Y

DimensionalDFIP

−1.2%

past year

Cost, Income and Risk

Fees: DFIP, JEPI, BND

Today

0.03%lowest, BND

FundExpense ratioFee$10k

BND0.03%$3

DFIP0.11%$11

JEPI0.35%$35

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

Yields: DFIP, JEPI, BND

Popular Pairs Near These Three

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

+6.0%Year to date+7.6%

12.4%Yield7.9%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 10, 2026

BND vs AGG

YTD

VanguardBND

−0.7%

AGGiShares

−0.7%

−0.7%Year to date

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

BND

−1.0%Year to dateJan 1 → Nov 10−0.7%

−1.2%1 yearTotal return−0.4%

+3.9%3 years · per year$10,000 became $11,223 · $11,428+4.6%

[…]5 years · per year$10,000 became […] · $9,898−0.2%

0.11%Expense ratio$11 · $3 a year on $10k · lower is better0.03%

5.36%Trailing 12-mo yield$536 · $415 a year on $10k4.15%

−4.3%Worst dropSmaller is better−4.5%

3.7%VolatilityLower is calmer4.0%

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

3–4BND wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

BNDVanguard

−0.4%

past year

DFIPBNDFaded: behind in that period

0–3BND wins

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

Bonds vs Income: DFIP vs JEPI

YTD

DimensionalDFIP

−1.0%

JEPIJ.P. Morgan

+7.6%

−1.0%Year to date+7.6%

−4.3%Worst drop · 1Y−6.7%

3.7%Volatility · 1Y9.0%

5.4%Yield7.9%

$1.1BAssets$46.6B

2–2level

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

1Y

7.92%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.92%$792

DFIP5.36%$536

BND4.15%$415

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$757most kept, JEPI

JEPI$792 − $35 = $757

DFIP$536 − $11 = $525

BND$415 − $3 = $412

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: DFIP, JEPI, BND

Today

[…]holdings […]

DFIPJEPIBND

DFIP—[…][…]

JEPI[…]—[…]

BND[…][…]—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+10.6%JEPI, at 9.0% volatility

DFIPWorst drop−4.3%3.7% vol

BNDWorst drop−4.5%4.0% vol

JEPIWorst drop−6.7%9.0% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

JEPIBND

+7.6%Year to date−0.7%

7.9%Yield4.1%

+10.6%Past year−0.4%

0.35%Fee0.03%

3–1JEPI wins

End-of-day Nov 10, 2026

−0.7%

4.1%Yield4.2%

$161BAssets$138B

1–0AGG wins

End-of-day Nov 10, 2026

+33.8%Year to date+15.1%

2.9%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

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DFIP, JEPI and BND

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three