Compare · 3 funds side by side · dividends reinvested

DFUS, JEPI and SCHD

DFUSDimensional×JEPIJ.P. Morgan×SCHDSchwab×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,904DFUS · best of the three

02 / 04

DFUS, JEPI and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%3.00%+31.4%+37.0%+20.0%+10.2%−6.9%11.7%$120B1.6

Dimensional U.S. Equity ETFUS Stock Styles · Large cap0.09%0.90%+8.8%+9.8%+21.8%+11.1%−9.0%13.9%$20.9B2.1

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%8.09%+5.3%+8.2%+10.7%+7.1%−6.7%8.8%$46.8B2.3

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

End-of-day Nov 6, 2026 · returns include dividends · since: DFUS 2001 · JEPI 2020 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

Dimensional U.S. Equity ETF · $20.9B$16,904

DFUS

JEPI

JPMorgan Equity Premium Income ETF · $46.8B$14,118

$10,000 five years ago, dividends reinvested · they hold 37.5% in common

DFUSMeasureJEPI

+8.8%Year to dateJan 1 → Nov 6+5.3%

+9.8%1 yearTotal return+8.2%

+21.8%3 years · per year$10,000 became $18,067 · $13,562+10.7%

+11.1%5 years · per year$10,000 became $16,904 · $14,118+7.1%

0.09%Expense ratio$9 · $35 a year on $10k · lower is better0.35%

0.90%Trailing 12-mo yield$90 · $809 a year on $10k8.09%

−9.0%Worst dropSmaller is better−6.7%

13.9%VolatilityLower is calmer8.8%

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

5–3DFUS wins

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

More Ways to See the Pairs

DFUS vs JEPI: Top 5 Holdings

Today

DFUS

25.0%in top 5

JEPI

in top 59.9%

DFUSStockJEPI

7.1%AAPL2.0%

6.0%NVDAnot top 5

5.7%MSFT2.0%

3.8%AMZNnot top 5

2.4%GOOGLnot top 5

not top 5MA2.1%

not top 5MMM1.9%

not top 5NEE1.9%

Held in common37.5%

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

DFUS vs JEPI Returns, Every Period

DimensionalDFUS

+11.1%

5 years, per year

JEPIJ.P. Morgan

+7.1%

5 years, per year

DFUSJEPIFaded: behind in that period

4–0DFUS wins

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

Stocks vs Income: DFUS vs JEPI

YTD

DimensionalDFUS

+8.8%

JEPIJ.P. Morgan

+5.3%

+8.8%Year to date+5.3%

−9.0%Worst drop · 1Y−6.7%

13.9%Volatility · 1Y8.8%

0.9%Yield8.1%

$20.9BAssets$46.8B

3–1JEPI wins

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

Cost, Income and Risk

Fees: DFUS, JEPI, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

DFUS0.09%$9

JEPI0.35%$35

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

Yields: DFUS, JEPI, SCHD

8.09%highest, JEPI

FundTrailing yieldYield$10k

JEPI8.09%$809

SCHD3.00%$300

DFUS0.90%$90

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

Income After Fees on $10,000

$774most kept, JEPI

JEPI$809 − $35 = $774

SCHD$300 − $6 = $294

DFUS$90 − $9 = $81

KeptFee

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

Overlap: DFUS, JEPI, SCHD

Today

37.5%most shared, DFUS and JEPI

DFUSJEPISCHD

DFUS—37.5%8.3%

JEPI37.5%—8.2%

SCHD8.3%8.2%—

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

Return vs Bumpiness: 3 ETFs

+37.0%SCHD, at 11.7% volatility

JEPIWorst drop−6.7%8.8% vol

SCHDWorst drop−6.9%11.7% vol

DFUSWorst drop−9.0%13.9% vol

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

Paid More vs Made More

YTD

JEPISCHD

+5.3%Year to date+31.4%

8.1%Yield3.0%

+8.2%Past year+37.0%

0.35%Fee0.06%

3–1SCHD wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

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

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%

$42.6BAssets$46.8B

1–1level

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%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026