Compare · 3 funds side by side · dividends reinvested

DFUS, JEPQ and JEPI

DFUSDimensional×JEPQJ.P. Morgan×JEPIJ.P. Morgan×

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, JEPQ and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional U.S. Equity ETFUS Stock Styles · Large cap0.09%0.90%+8.8%+9.8%+21.8%+11.1%−9.0%13.9%$20.8B1.5

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%8.09%+5.3%+8.2%+10.7%+7.1%−6.7%8.8%$46.8B1.9

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.79%+3.2%+4.5%+17.4%[…]−11.5%16.7%$42.6B2.4

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

End-of-day Nov 6, 2026 · returns include dividends · since: DFUS 2001 · JEPQ 2022 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

Dimensional U.S. Equity ETF · $20.8B$16,904

DFUS

JEPQ

JPMorgan Nasdaq Equity Premium Income ETF · $42.6B[…]

$10,000 five years ago, dividends reinvested · they hold 46.5% in common

DFUSMeasureJEPQ

+8.8%Year to dateJan 1 → Nov 6+3.2%

+9.8%1 yearTotal return+4.5%

+21.8%3 years · per year$10,000 became $18,067 · $16,202+17.4%

+11.1%5 years · per year$10,000 became $16,904 · […][…]

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

0.90%Trailing 12-mo yield$90 · $1,279 a year on $10k12.79%

−9.0%Worst dropSmaller is better−11.5%

13.9%VolatilityLower is calmer16.7%

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

6–1DFUS 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 JEPQ: Top 5 Holdings

Today

DFUS

25.0%in top 5

JEPQ

in top 528.9%

DFUSStockJEPQ

7.1%AAPL7.4%

6.0%NVDA6.6%

5.7%MSFT6.1%

not top 5GOOG4.4%

3.8%AMZN4.4%

2.4%GOOGLnot top 5

Held in common46.5%

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

DFUS vs JEPQ Returns, Every Period

DimensionalDFUS

+9.8%

past year

JEPQJ.P. Morgan

+4.5%

past year

DFUSJEPQFaded: behind in that period

3–0DFUS wins

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

Stocks vs Income: DFUS vs JEPQ

YTD

DimensionalDFUS

+8.8%

JEPQJ.P. Morgan

+3.2%

+8.8%Year to date+3.2%

−9.0%Worst drop · 1Y−11.5%

13.9%Volatility · 1Y16.7%

0.9%Yield12.8%

$20.8BAssets$42.6B

3–1DFUS wins

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

Cost, Income and Risk

Fees: DFUS, JEPQ, JEPI

Today

0.09%lowest, DFUS

FundExpense ratioFee$10k

DFUS0.09%$9

JEPQ0.35%$35

JEPI0.35%$35

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

Yields: DFUS, JEPQ, JEPI

12.79%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.79%$1,279

JEPI8.09%$809

DFUS0.90%$90

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

Income After Fees on $10,000

$1,244most kept, JEPQ

JEPQ$1,279 − $35 = $1,244

JEPI$809 − $35 = $774

DFUS$90 − $9 = $81

KeptFee

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

Overlap: DFUS, JEPQ, JEPI

Today

46.5%most shared, DFUS and JEPQ

DFUSJEPQJEPI

DFUS—46.5%37.5%

JEPQ46.5%—26.8%

JEPI37.5%26.8%—

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

Return vs Bumpiness: 3 ETFs

+9.8%DFUS, at 13.9% volatility

JEPIWorst drop−6.7%8.8% vol

DFUSWorst drop−9.0%13.9% vol

JEPQWorst drop−11.5%16.7% vol

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

Paid More vs Made More

YTD

JEPQDFUS

+3.2%Year to date+8.8%

12.8%Yield0.9%

+4.5%Past year+9.8%

0.35%Fee0.09%

3–1DFUS 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

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