Compare · 3 funds side by side · dividends reinvested

DFSU, JEPQ and JEPI

DFSUDimensional×JEPQJ.P. Morgan×JEPIJ.P. Morgan×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$14,635JEPI · best of the three

02 / 04

DFSU, JEPQ and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - US Sustainability Core 1 ETFUS Stock Styles · Large cap0.15%0.83%+10.4%+11.5%+23.0%[…]−10.1%12.9%$2.4B1.7

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.96%+7.0%+9.8%+12.4%+7.4%−6.7%7.9%$46.0B1.9

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.28%+7.5%+8.6%+20.4%[…]−8.8%15.5%$41.8B2.1

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

End-of-day Nov 4, 2026 · returns include dividends · since: DFSU 2022 · JEPQ 2022 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

Dimensional - US Sustainability Core 1 ETF · $2.4B[…]

DFSU

JEPQ

JPMorgan Nasdaq Equity Premium Income ETF · $41.8B[…]

$10,000 five years ago, dividends reinvested · they hold 36.6% in common

DFSUMeasureJEPQ

+10.4%Year to dateJan 1 → Nov 4+7.5%

+11.5%1 yearTotal return+8.6%

+23.0%3 years · per year$10,000 became $18,609 · $17,450+20.4%

[…]5 years · per year[…]

0.15%Expense ratio$15 · $35 a year on $10k · lower is better0.35%

0.83%Trailing 12-mo yield$83 · $1,228 a year on $10k12.28%

−10.1%Worst dropSmaller is better−8.8%

12.9%VolatilityLower is calmer15.5%

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

5–2DFSU wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

DFSU vs JEPQ: Top 5 Holdings

Today

DFSU

22.0%in top 5

JEPQ

in top 527.5%

DFSUStockJEPQ

6.5%NVDA6.9%

6.6%AAPL6.9%

3.3%MSFT5.5%

not top 5GOOG4.1%

not top 5MU4.1%

3.0%AMZNnot top 5

2.6%METAnot top 5

Held in common36.6%

End-of-day Nov 4, 2026 · share of each fund

DFSU vs JEPQ Returns, Every Period

DimensionalDFSU

+11.5%

past year

JEPQJ.P. Morgan

+8.6%

past year

DFSUJEPQFaded: behind in that period

3–0DFSU wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Stocks vs Income: DFSU vs JEPQ

YTD

DimensionalDFSU

+10.4%

JEPQJ.P. Morgan

+7.5%

+10.4%Year to date+7.5%

−10.1%Worst drop · 1Y−8.8%

12.9%Volatility · 1Y15.5%

0.8%Yield12.3%

$2.4BAssets$41.8B

2–2level

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DFSU, JEPQ, JEPI

Today

0.15%lowest, DFSU

FundExpense ratioFee$10k

DFSU0.15%$15

JEPQ0.35%$35

JEPI0.35%$35

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: DFSU, JEPQ, JEPI

12.28%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.28%$1,228

JEPI7.96%$796

DFSU0.83%$83

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$1,193most kept, JEPQ

JEPQ$1,228 − $35 = $1,193

JEPI$796 − $35 = $761

DFSU$83 − $15 = $68

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: DFSU, JEPQ, JEPI

Today

36.6%most shared, DFSU and JEPQ

DFSUJEPQJEPI

DFSU—36.6%31.8%

JEPQ36.6%—26.6%

JEPI31.8%26.6%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+11.5%DFSU, at 12.9% volatility

JEPIWorst drop−6.7%7.9% vol

DFSUWorst drop−10.1%12.9% vol

JEPQWorst drop−8.8%15.5% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQDFSU

+7.5%Year to date+10.4%

12.3%Yield0.8%

+8.6%Past year+11.5%

0.35%Fee0.15%

3–1DFSU wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 4, 2026