Compare · 3 funds side by side · dividends reinvested

DFSI, JEPQ and VEA

DFSIDimensional×JEPQJ.P. Morgan×VEAVanguard×

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$15,497VEA · best of the three

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

Story of the three · RiskSmallest drop

DFSI, JEPQ and VEA, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard FTSE Developed Markets ETFInternational · Developed0.03%2.46%+12.9%+18.8%+20.5%+9.2%−11.6%18.3%$232B1.5

Dimensional International Sustainability Core 1 ETFInternational · Ex-US broad0.24%2.26%+8.9%+14.3%+19.3%[…]−12.3%16.2%$1.2B2.1

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.45%+6.0%+8.8%+17.6%[…]−11.5%16.9%$42.0B2.3

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

End-of-day Nov 10, 2026 · returns include dividends · since: DFSI 2022 · JEPQ 2022 · VEA 2007

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Dimensional International Sustainability Core 1 ETF · $1.2B[…]

DFSI

JEPQ

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

$10,000 five years ago, dividends reinvested · they hold 1.3% in common

DFSI

More Ways to See the Pairs

DFSI vs JEPQ: Top 5 Holdings

Today

DFSI

6.7%in top 5

JEPQ

in top 528.0%

DFSIStockJEPQ

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: DFSI, JEPQ, VEA

Today

0.03%lowest, VEA

FundExpense ratioFee$10k

VEA0.03%$3

DFSI0.24%$24

JEPQ0.35%$35

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

Yields: DFSI, JEPQ, VEA

Popular Pairs Near These Three

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

+6.0%Year to date+7.6%

12.4%Yield7.9%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 10, 2026

VEA vs IEFA

YTD

VanguardVEA

+12.9%

IEFAiShares

+10.4%

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

Measure

JEPQ

+8.9%Year to dateJan 1 → Nov 10+6.0%

+14.3%1 yearTotal return+8.8%

+19.3%3 years · per year$10,000 became $16,997 · $16,284+17.6%

[…]5 years · per year[…]

0.24%Expense ratio$24 · $35 a year on $10k · lower is better0.35%

2.26%Trailing 12-mo yield$226 · $1,245 a year on $10k12.45%

−12.3%Worst dropSmaller is better−11.5%

16.2%VolatilityLower is calmer16.9%

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

5–2DFSI wins

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

2.4%ASMLnot top 5

1.5%ROP.SWnot top 5

1.1%NVSnot top 5

1.0%6098.Tnot top 5

0.8%RY.TOnot top 5

Held in common1.3%

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

DFSI vs JEPQ Returns, Every Period

1Y

DimensionalDFSI

+14.3%

past year

JEPQJ.P. Morgan

+8.8%

past year

DFSIJEPQFaded: behind in that period

3–0DFSI wins

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

International vs Income: DFSI vs JEPQ

YTD

DimensionalDFSI

+8.9%

JEPQJ.P. Morgan

+6.0%

+8.9%Year to date+6.0%

−12.3%Worst drop · 1Y−11.5%

16.2%Volatility · 1Y16.9%

2.3%Yield12.4%

$1.2BAssets$42.0B

2–2level

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

1Y

12.45%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.45%$1,245

VEA2.46%$246

DFSI2.26%$226

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

VEA$246 − $3 = $243

DFSI$226 − $24 = $202

KeptFee

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

Overlap: DFSI, JEPQ, VEA

Today

45.0%most shared, DFSI and VEA

DFSIJEPQVEA

DFSI—1.3%45.0%

JEPQ1.3%—0.0%

VEA45.0%0.0%—

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

Return vs Bumpiness: 3 ETFs

1Y

+18.8%VEA, at 18.3% volatility

DFSIWorst drop−12.3%16.2% vol

JEPQWorst drop−11.5%16.9% vol

VEAWorst drop−11.6%18.3% vol

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

Paid More vs Made More

YTD

JEPQVEA

+6.0%Year to date+12.9%

12.4%Yield2.5%

+8.8%Past year+18.8%

0.35%Fee0.03%

3–1VEA wins

End-of-day Nov 10, 2026

+12.9%Year to date+10.4%

2.5%Yield3.4%

$232BAssets$192B

1–1level

End-of-day Nov 10, 2026

+33.8%Year to date+15.1%

2.9%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

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DFSI, JEPQ and VEA

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three