Compare · 2 funds side by side · dividends reinvested

DFJ and JEPI

DFJWisdomTree×JEPIJ.P. Morgan×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,297DFJ · best of the two

02 / 04

DFJ and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

WisdomTree Japan SmallCap Dividend FundIncome · Dividend stocks0.58%2.55%+14.0%+20.9%+18.6%+10.3%−13.0%18.2%$409M1.5

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.93%+7.5%+10.9%+11.0%+7.6%−6.7%9.0%$45.2B1.5

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

End-of-day Nov 9, 2026 · returns include dividends · since: DFJ 2006 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

WisdomTree Japan SmallCap Dividend Fund · $409M$16,297

DFJ

JEPI

JPMorgan Equity Premium Income ETF · $45.2B$14,448

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

DFJMeasureJEPI

+14.0%Year to dateJan 1 → Nov 9+7.5%

+20.9%1 yearTotal return+10.9%

+18.6%3 years · per year$10,000 became $16,693 · $13,679+11.0%

+10.3%5 years · per year$10,000 became $16,297 · $14,448+7.6%

0.58%Expense ratio$58 · $35 a year on $10k · lower is better0.35%

2.55%Trailing 12-mo yield$255 · $793 a year on $10k7.93%

−13.0%Worst dropSmaller is better−6.7%

18.2%VolatilityLower is calmer9.0%

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

4–4Level

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

DFJ vs JEPI: Top 5 Holdings

Today

DFJ

2.5%in top 5

JEPI

in top 59.9%

DFJStockJEPI

not top 5MA2.0%

not top 5MSFT2.0%

not top 5AAPL2.0%

not top 5V1.9%

not top 5MMM1.9%

0.5%4114.Tnot top 5

0.5%9076.Tnot top 5

0.5%7278.Tnot top 5

0.5%4401.Tnot top 5

0.5%1719.Tnot top 5

Held in common0.0%

End-of-day Nov 9, 2026 · share of each fund

DFJ vs JEPI Returns, Every Period

WisdomTreeDFJ

+10.3%

5 years, per year

JEPIJ.P. Morgan

+7.6%

5 years, per year

DFJJEPIFaded: behind in that period

4–0DFJ wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

DFJ vs JEPI

YTD

WisdomTreeDFJ

+14.0%

JEPIJ.P. Morgan

+7.5%

+14.0%Year to date+7.5%

−13.0%Worst drop · 1Y−6.7%

18.2%Volatility · 1Y9.0%

2.6%Yield7.9%

$409MAssets$45.2B

3–1JEPI wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DFJ, JEPI

Today

0.35%lowest, JEPI

FundExpense ratioFee$10k

JEPI0.35%$35

DFJ0.58%$58

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: DFJ, JEPI

7.93%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.93%$793

DFJ2.55%$255

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$758most kept, JEPI

JEPI$793 − $35 = $758

DFJ$255 − $58 = $197

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: DFJ, JEPI

Today

0.0%most shared, DFJ and JEPI

DFJJEPI

DFJ—0.0%

JEPI0.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+20.9%DFJ, at 18.2% volatility

JEPIWorst drop−6.7%9.0% vol

DFJWorst drop−13.0%18.2% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

JEPIDFJ

+7.5%Year to date+14.0%

7.9%Yield2.6%

+10.9%Past year+20.9%

0.35%Fee0.58%

2–2level

End-of-day Nov 9, 2026

Popular Pairs Near These Two

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026