Compare · 2 funds side by side · dividends reinvested

DFIV and JEPQ

DFIVDimensional×JEPQJ.P. Morgan×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$20,506DFIV · best of the two

02 / 04

DFIV and JEPQ, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - International Value ETFInternational · Ex-US broad0.27%2.71%+17.8%+27.8%+27.0%+15.4%−9.7%14.2%$22.1B1.3

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.17%+8.5%+9.3%+20.3%[…]−8.8%15.5%$41.8B1.7

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

End-of-day Nov 4, 2026 · returns include dividends · since: DFIV 1999 · JEPQ 2022

Head to Head

Swap sides Versus in desk

Head to Head

Dimensional - International Value ETF · $22.1B$20,506

DFIV

JEPQ

JPMorgan Nasdaq Equity Premium Income ETF · $41.8B[…]

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

DFIVMeasureJEPQ

+17.8%Year to dateJan 1 → Nov 4+8.5%

+27.8%1 yearTotal return+9.3%

+27.0%3 years · per year$10,000 became $20,484 · $17,406+20.3%

+15.4%5 years · per year$10,000 became $20,506 · […][…]

0.27%Expense ratio$27 · $35 a year on $10k · lower is better0.35%

2.71%Trailing 12-mo yield$271 · $1,217 a year on $10k12.17%

−9.7%Worst dropSmaller is better−8.8%

14.2%VolatilityLower is calmer15.5%

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

5–2DFIV wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

DFIV vs JEPQ: Top 5 Holdings

Today

DFIV

10.6%in top 5

JEPQ

in top 527.9%

DFIVStockJEPQ

not top 5NVDA7.1%

not top 5AAPL6.8%

not top 5MSFT5.6%

not top 5MU4.2%

not top 5GOOG4.1%

3.7%SHELnot top 5

2.3%TTE.PAnot top 5

1.8%7203.Tnot top 5

1.6%SAN.MCnot top 5

1.3%BAS.DEnot top 5

Held in common0.0%

End-of-day Nov 4, 2026 · share of each fund

DFIV vs JEPQ Returns, Every Period

DimensionalDFIV

+27.8%

past year

JEPQJ.P. Morgan

+9.3%

past year

DFIVJEPQFaded: behind in that period

3–0DFIV wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

International vs Income: DFIV vs JEPQ

YTD

DimensionalDFIV

+17.8%

JEPQJ.P. Morgan

+8.5%

+17.8%Year to date+8.5%

−9.7%Worst drop · 1Y−8.8%

14.2%Volatility · 1Y15.5%

2.7%Yield12.2%

$22.1BAssets$41.8B

2–2level

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DFIV, JEPQ

Today

0.27%lowest, DFIV

FundExpense ratioFee$10k

DFIV0.27%$27

JEPQ0.35%$35

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: DFIV, JEPQ

12.17%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.17%$1,217

DFIV2.71%$271

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$1,182most kept, JEPQ

JEPQ$1,217 − $35 = $1,182

DFIV$271 − $27 = $244

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: DFIV, JEPQ

Today

0.0%most shared, DFIV and JEPQ

DFIVJEPQ

DFIV—0.0%

JEPQ0.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+27.8%DFIV, at 14.2% volatility

DFIVWorst drop−9.7%14.2% vol

JEPQWorst drop−8.8%15.5% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQDFIV

+8.5%Year to date+17.8%

12.2%Yield2.7%

+9.3%Past year+27.8%

0.35%Fee0.27%

3–1DFIV wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026