Compare · 3 funds side by side · dividends reinvested

DFJ, JEPQ and JEPI

DFJWisdomTree×JEPQJ.P. Morgan×JEPIJ.P. Morgan×

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

02 / 04

DFJ, JEPQ and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.93%+7.5%+10.9%+11.0%+7.6%−6.7%9.0%$45.2B1.8

WisdomTree Japan SmallCap Dividend FundIncome · Dividend stocks0.58%2.55%+14.0%+20.9%+18.6%+10.3%−13.0%18.2%$409M2.0

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.39%+6.6%+9.2%+18.2%[…]−11.5%16.9%$40.7B2.0

Rank among the three1st → 3rdFee, 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 · JEPQ 2022 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

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

DFJ

JEPQ

JPMorgan Nasdaq Equity Premium Income ETF · $40.7B[…]

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

DFJMeasureJEPQ

+14.0%Year to dateJan 1 → Nov 9+6.6%

+20.9%1 yearTotal return+9.2%

+18.6%3 years · per year$10,000 became $16,693 · $16,495+18.2%

+10.3%5 years · per year$10,000 became $16,297 · […][…]

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

2.55%Trailing 12-mo yield$255 · $1,239 a year on $10k12.39%

−13.0%Worst dropSmaller is better−11.5%

18.2%VolatilityLower is calmer16.9%

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

3–4JEPQ wins

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 JEPQ: Top 5 Holdings

Today

DFJ

2.5%in top 5

JEPQ

in top 528.6%

DFJStockJEPQ

not top 5AAPL7.3%

not top 5NVDA6.7%

not top 5MSFT6.0%

not top 5GOOG4.4%

not top 5AMZN4.3%

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 JEPQ Returns, Every Period

WisdomTreeDFJ

+20.9%

past year

JEPQJ.P. Morgan

+9.2%

past year

DFJJEPQFaded: behind in that period

3–0DFJ wins

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

DFJ vs JEPQ

YTD

WisdomTreeDFJ

+14.0%

JEPQJ.P. Morgan

+6.6%

+14.0%Year to date+6.6%

−13.0%Worst drop · 1Y−11.5%

18.2%Volatility · 1Y16.9%

2.6%Yield12.4%

$409MAssets$40.7B

3–1JEPQ wins

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

Cost, Income and Risk

Fees: DFJ, JEPQ, JEPI

Today

0.35%lowest, JEPQ

FundExpense ratioFee$10k

JEPQ0.35%$35

JEPI0.35%$35

DFJ0.58%$58

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

Yields: DFJ, JEPQ, JEPI

12.39%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.39%$1,239

JEPI7.93%$793

DFJ2.55%$255

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

Income After Fees on $10,000

$1,204most kept, JEPQ

JEPQ$1,239 − $35 = $1,204

JEPI$793 − $35 = $758

DFJ$255 − $58 = $197

KeptFee

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

Overlap: DFJ, JEPQ, JEPI

Today

27.5%most shared, JEPQ and JEPI

DFJJEPQJEPI

DFJ—0.0%0.0%

JEPQ0.0%—27.5%

JEPI0.0%27.5%—

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

Return vs Bumpiness: 3 ETFs

+20.9%DFJ, at 18.2% volatility

JEPIWorst drop−6.7%9.0% vol

JEPQWorst drop−11.5%16.9% 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

JEPQDFJ

+6.6%Year to date+14.0%

12.4%Yield2.6%

+9.2%Past year+20.9%

0.35%Fee0.58%

2–2level

End-of-day Nov 9, 2026

Popular Pairs Near These Three

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