Compare · 3 funds side by side · dividends reinvested

DFIV, JEPQ and VXUS

DFIVDimensional×JEPQJ.P. Morgan×VXUSVanguard×

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

02 / 04

DFIV, JEPQ and VXUS, 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%$22.1B1.4

Vanguard Total International Stock ETFInternational · Ex-US broad0.05%2.37%+12.0%+15.0%+21.0%+8.5%−11.3%17.3%$163B2.3

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.17%+8.5%+9.3%+20.3%[…]−8.8%15.5%$41.8B2.3

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

End-of-day Nov 4, 2026 · returns include dividends · since: DFIV 1999 · JEPQ 2022 · VXUS 2011

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, VXUS

Today

0.05%lowest, VXUS

FundExpense ratioFee$10k

VXUS0.05%$5

DFIV0.27%$27

JEPQ0.35%$35

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

Yields: DFIV, JEPQ, VXUS

12.17%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.17%$1,217

DFIV2.71%$271

VXUS2.37%$237

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

VXUS$237 − $5 = $232

KeptFee

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

Overlap: DFIV, JEPQ, VXUS

Today

21.1%most shared, DFIV and VXUS

DFIVJEPQVXUS

DFIV—0.0%21.1%

JEPQ0.0%—0.1%

VXUS21.1%0.1%—

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

Return vs Bumpiness: 3 ETFs

+27.8%DFIV, at 14.2% volatility

DFIVWorst drop−9.7%14.2% vol

JEPQWorst drop−8.8%15.5% vol

VXUSWorst drop−11.3%17.3% 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 Three

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

VXUS vs IXUS

YTD

VanguardVXUS

+12.0%

IXUSiShares

+12.4%

+12.0%Year to date+12.4%

2.4%Yield3.0%

$163BAssets$57.0B

2–0IXUS wins

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