Compare · 3 funds side by side · dividends reinvested

DFUS, JEPI and VUG

DFUSDimensional×JEPIJ.P. Morgan×VUGVanguard×

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,147DFUS · best of the three

Story of the three · IncomeMost incomeJEPI · 7.92% · $792 a year on $10k

Story of the three · RiskSmallest drop

DFUS, JEPI and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional U.S. Equity ETFUS Stock Styles · Large cap0.09%0.88%+11.2%+13.3%+21.5%+11.4%−9.0%14.1%$21.5B1.6

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.92%+7.6%+10.6%+10.9%+7.6%−6.7%9.0%$45.2B2.0

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+3.4%+4.2%+22.2%+10.4%−15.1%19.1%$233B2.4

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: DFUS 2001 · JEPI 2020 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Dimensional U.S. Equity ETF · $21.5B$17,147

DFUS

JEPI

JPMorgan Equity Premium Income ETF · $45.2B$14,429

$10,000 five years ago, dividends reinvested · they hold 38.1% in common

DFUS

More Ways to See the Pairs

DFUS vs JEPI: Top 5 Holdings

Today

DFUS

24.6%in top 5

JEPI

in top 59.8%

DFUSStockJEPI

7.0%AAPL2.0%

5.7%NVDAnot top 5

5.6%MSFT2.0%

3.8%AMZN1.9%

2.3%GOOGL

Cost, Income and Risk

Fees: DFUS, JEPI, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

DFUS0.09%$9

JEPI0.35%$35

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

Yields: DFUS, JEPI, VUG

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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 10, 2026

VUG vs SCHG

YTD

VanguardVUG

+3.4%

SCHGSchwab

+4.1%

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

Measure

JEPI

+11.2%Year to dateJan 1 → Nov 10+7.6%

+13.3%1 yearTotal return+10.6%

+21.5%3 years · per year$10,000 became $17,932 · $13,634+10.9%

+11.4%5 years · per year$10,000 became $17,147 · $14,429+7.6%

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

0.88%Trailing 12-mo yield$88 · $792 a year on $10k7.92%

−9.0%Worst dropSmaller is better−6.7%

14.1%VolatilityLower is calmer9.0%

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

5–3DFUS wins

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

not top 5

not top 5MA2.0%

not top 5MMM1.9%

Held in common38.1%

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

DFUS vs JEPI Returns, Every Period

5Y

DimensionalDFUS

+11.4%

5 years, per year

JEPIJ.P. Morgan

+7.6%

5 years, per year

DFUSJEPIFaded: behind in that period

4–0DFUS wins

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

Stocks vs Income: DFUS vs JEPI

YTD

DimensionalDFUS

+11.2%

JEPIJ.P. Morgan

+7.6%

+11.2%Year to date+7.6%

−9.0%Worst drop · 1Y−6.7%

14.1%Volatility · 1Y9.0%

0.9%Yield7.9%

$21.5BAssets$45.2B

3–1JEPI wins

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

1Y

7.92%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.92%$792

DFUS0.88%$88

VUG0.41%$41

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

Income After Fees on $10,000

1Y

$757most kept, JEPI

JEPI$792 − $35 = $757

DFUS$88 − $9 = $79

VUG$41 − $3 = $38

KeptFee

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

Overlap: DFUS, JEPI, VUG

Today

50.9%most shared, DFUS and VUG

DFUSJEPIVUG

DFUS—38.1%50.9%

JEPI38.1%—27.7%

VUG50.9%27.7%—

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

Return vs Bumpiness: 3 ETFs

1Y

+13.3%DFUS, at 14.1% volatility

JEPIWorst drop−6.7%9.0% vol

DFUSWorst drop−9.0%14.1% vol

VUGWorst drop−15.1%19.1% vol

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

Paid More vs Made More

YTD

JEPIDFUS

+7.6%Year to date+11.2%

7.9%Yield0.9%

+10.6%Past year+13.3%

0.35%Fee0.09%

3–1DFUS wins

End-of-day Nov 10, 2026

+3.4%Year to date+4.1%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$61.4B

1–1level

End-of-day Nov 10, 2026

+33.8%Year to date+15.1%

2.9%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

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DFUS, JEPI and VUG

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three