Compare · 3 funds side by side · dividends reinvested

DFSD, JEPQ and JEPI

DFSDDimensional×JEPQJ.P. Morgan×JEPIJ.P. Morgan×

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$14,429JEPI · best of the three

Story of the three · IncomeMost incomeJEPQ · 12.45% · $1,245 a year on $10k

Story of the three · RiskSmallest drop

DFSD, JEPQ and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.92%+7.6%+10.6%+10.9%+7.6%−6.7%9.0%$46.6B1.6

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.45%+6.0%+8.8%+17.6%[…]−11.5%16.9%$42.0B2.0

Dimensional - Short Duration Fixed Income ETFBonds & Cash · Short-term0.17%4.52%+0.9%+1.6%+4.8%[…]−1.7%2.2%$7.4B2.1

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

End-of-day Nov 10, 2026 · returns include dividends · since: DFSD 2021 · JEPQ 2022 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Dimensional - Short Duration Fixed Income ETF · $7.4B[…]

DFSD

JEPQ

JPMorgan Nasdaq Equity Premium Income ETF · $42.0B[…]

$10,000 five years ago, dividends reinvested

DFSDMeasure

More Ways to See the Pairs

DFSD vs JEPQ: Top 5 Holdings

Today

DFSD

[…]in top 5

JEPQ

in top 528.0%

DFSDStockJEPQ

not top 5AAPL7.2%

not top 5NVDA6.2%

not top 5MSFT6.0%

not top 5AMZN4.3%

not top 5GOOG4.3%

Cost, Income and Risk

Fees: DFSD, JEPQ, JEPI

Today

0.17%lowest, DFSD

FundExpense ratioFee$10k

DFSD0.17%$17

JEPQ0.35%$35

JEPI0.35%$35

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

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

+33.8%Year to date+15.1%

2.9%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

SPYM vs SPY

YTD

SPDRSPYM

+10.9%

SPYSPDR

+10.8%

JEPQ

+0.9%Year to dateJan 1 → Nov 10+6.0%

+1.6%1 yearTotal return+8.8%

+4.8%3 years · per year$10,000 became $11,508 · $16,284+17.6%

[…]5 years · per year[…]

0.17%Expense ratio$17 · $35 a year on $10k · lower is better0.35%

4.52%Trailing 12-mo yield$452 · $1,245 a year on $10k12.45%

−1.7%Worst dropSmaller is better−11.5%

2.2%VolatilityLower is calmer16.9%

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

3–4JEPQ wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

Held in common[…]

End-of-day Nov 10, 2026 · share of each fund

DFSD vs JEPQ Returns, Every Period

1Y

DimensionalDFSD

+1.6%

past year

JEPQJ.P. Morgan

+8.8%

past year

DFSDJEPQFaded: behind in that period

0–3JEPQ wins

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

Bonds vs Income: DFSD vs JEPQ

YTD

DimensionalDFSD

+0.9%

JEPQJ.P. Morgan

+6.0%

+0.9%Year to date+6.0%

−1.7%Worst drop · 1Y−11.5%

2.2%Volatility · 1Y16.9%

4.5%Yield12.4%

$7.4BAssets$42.0B

2–2level

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

Yields: DFSD, JEPQ, JEPI

1Y

12.45%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.45%$1,245

JEPI7.92%$792

DFSD4.52%$452

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$1,210most kept, JEPQ

JEPQ$1,245 − $35 = $1,210

JEPI$792 − $35 = $757

DFSD$452 − $17 = $435

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: DFSD, JEPQ, JEPI

Today

27.8%most shared, JEPQ and JEPI

DFSDJEPQJEPI

DFSD—[…][…]

JEPQ[…]—27.8%

JEPI[…]27.8%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+10.6%JEPI, at 9.0% volatility

DFSDWorst drop−1.7%2.2% vol

JEPIWorst drop−6.7%9.0% vol

JEPQWorst drop−11.5%16.9% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQJEPI

+6.0%Year to date+7.6%

12.4%Yield7.9%

+8.8%Past year+10.6%

0.35%Fee0.35%

2–1JEPI wins

End-of-day Nov 10, 2026

+10.9%Year to date+10.8%

1.0%Yield1.0%

$183BAssets$792B

1–0SPYM wins

End-of-day Nov 10, 2026

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DFSD, JEPQ and JEPI

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three

Yields: DFSD, JEPQ, JEPI