Compare · 2 funds side by side · dividends reinvested

DFMC and JEPI

DFMCDimensional×JEPIJ.P. Morgan×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,118JEPI · best of the two

02 / 03

DFMC and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%8.09%+5.3%+8.2%+10.7%+7.1%−6.7%8.8%$45.2B1.0

U.S. Micro Cap Portfolio ETFUS Stock Styles · Large cap0.43%0.48%[…][…][…][…][…][…]$7.4B2.0

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

End-of-day Nov 6, 2026 · returns include dividends · since: DFMC 1981 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

U.S. Micro Cap Portfolio ETF · $7.4B[…]

DFMC

JEPI

JPMorgan Equity Premium Income ETF · $45.2B$14,118

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

DFMCMeasureJEPI

[…]Year to dateJan 1 → Nov 6+5.3%

[…]1 yearTotal return+8.2%

[…]3 years · per year$10,000 became […] · $13,562+10.7%

[…]5 years · per year$10,000 became […] · $14,118+7.1%

0.43%Expense ratio$43 · $35 a year on $10k · lower is better0.35%

0.48%Trailing 12-mo yield$48 · $809 a year on $10k8.09%

[…]Worst dropSmaller is better−6.7%

[…]VolatilityLower is calmer8.8%

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

0–2JEPI wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

DFMC vs JEPI: Top 5 Holdings

Today

DFMC

2.0%in top 5

JEPI

in top 59.9%

DFMCStockJEPI

not top 5MA2.1%

not top 5MSFT2.0%

not top 5AAPL2.0%

not top 5MMM1.9%

not top 5NEE1.9%

0.5%FBPnot top 5

0.4%CVSAnot top 5

0.4%HURNnot top 5

0.4%AIRnot top 5

0.4%USLMnot top 5

Held in common0.0%

End-of-day Nov 6, 2026 · share of each fund

DFMC vs JEPI Returns, Every Period

DimensionalDFMC

[…]

past year

JEPIJ.P. Morgan

+8.2%

past year

Returns […]

DFMCJEPIFaded: behind in that period

0–0Level

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Stocks vs Income: DFMC vs JEPI

YTD

DimensionalDFMC

[…]

JEPIJ.P. Morgan

+5.3%

[…]Year to date+5.3%

[…]Worst drop · 1Y−6.7%

[…]Volatility · 1Y8.8%

0.5%Yield8.1%

$7.4BAssets$45.2B

1–0JEPI wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DFMC, JEPI

Today

0.35%lowest, JEPI

FundExpense ratioFee$10k

JEPI0.35%$35

DFMC0.43%$43

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: DFMC, JEPI

8.09%highest, JEPI

FundTrailing yieldYield$10k

JEPI8.09%$809

DFMC0.48%$48

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$774most kept, JEPI

JEPI$809 − $35 = $774

DFMC$48 − $43 = $5

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: DFMC, JEPI

Today

0.0%most shared, DFMC and JEPI

DFMCJEPI

DFMC—0.0%

JEPI0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+8.2%JEPI, at 8.8% volatility

JEPIWorst drop−6.7%8.8% vol

DFMCWorst drop[…][…]

End-of-day Nov 6, 2026 · up and left is better

Popular Pairs Near These Two

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026