Compare · 2 funds side by side · dividends reinvested

JEPQ and DFIP

JEPQJ.P. Morgan×DFIPDimensional×

Versus in desk

Story of the two · CostLowest cost

01 / 03

IWD+0.0%

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Portfolio

Story of the two · RiskSmallest drop

JEPQ and DFIP, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.45%+6.0%+8.8%+17.6%[…]−11.5%16.9%$42.0B1.4

Dimensional - Inflation-Protected Securities ETFBonds & Cash · Treasuries0.11%5.36%−1.0%−1.2%+3.9%[…]−4.3%3.7%$1.1B1.6

Rank among the two1st → 2ndFee, 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: JEPQ 2022 · DFIP 2021

Head to Head

Swap sides Versus in desk

Head to Head

5Y

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

JEPQ

DFIP

Dimensional - Inflation-Protected Securities ETF · $1.1B[…]

$10,000 five years ago, dividends reinvested

JEPQMeasureDFIP

+6.0%

More Ways to See the Pairs

JEPQ vs DFIP: Top 5 Holdings

Today

JEPQ

28.0%in top 5

DFIP

in top 5[…]

JEPQStockDFIP

7.2%AAPLnot top 5

6.2%NVDAnot top 5

6.0%MSFTnot top 5

4.3%AMZNnot top 5

4.3%GOOGnot top 5

Cost, Income and Risk

Fees: JEPQ, DFIP

Today

0.11%lowest, DFIP

FundExpense ratioFee$10k

DFIP0.11%$11

JEPQ0.35%$35

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

Yields: JEPQ, DFIP

1Y

12.45%highest, JEPQ

FundTrailing yield

Popular Pairs Near These Two

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

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

SPYM vs SPY

YTD

SPDRSPYM

+10.9%

SPYSPDR

+10.8%

Year to dateJan 1 → Nov 10

−1.0%

+8.8%1 yearTotal return−1.2%

+17.6%3 years · per year$10,000 became $16,284 · $11,223+3.9%

[…]5 years · per year[…]

0.35%Expense ratio$35 · $11 a year on $10k · lower is better0.11%

12.45%Trailing 12-mo yield$1,245 · $536 a year on $10k5.36%

−11.5%Worst dropSmaller is better−4.3%

16.9%VolatilityLower is calmer3.7%

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

4–3JEPQ wins

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

Held in common[…]

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

JEPQ vs DFIP Returns, Every Period

1Y

J.P. MorganJEPQ

+8.8%

past year

DFIPDimensional

−1.2%

past year

JEPQDFIPFaded: behind in that period

3–0JEPQ wins

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

Income vs Bonds: JEPQ vs DFIP

YTD

J.P. MorganJEPQ

+6.0%

DFIPDimensional

−1.0%

+6.0%Year to date−1.0%

−11.5%Worst drop · 1Y−4.3%

16.9%Volatility · 1Y3.7%

12.4%Yield5.4%

$42.0BAssets$1.1B

2–2level

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

Yield

$10k

JEPQ12.45%$1,245

DFIP5.36%$536

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

DFIP$536 − $11 = $525

KeptFee

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

Overlap: JEPQ, DFIP

Today

[…]holdings […]

JEPQDFIP

JEPQ—[…]

DFIP[…]—

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

Return vs Bumpiness: 2 ETFs

1Y

+8.8%JEPQ, at 16.9% volatility

DFIPWorst drop−4.3%3.7% vol

JEPQWorst drop−11.5%16.9% vol

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

Paid More vs Made More

YTD

JEPQDFIP

+6.0%Year to date−1.0%

12.4%Yield5.4%

+8.8%Past year−1.2%

0.35%Fee0.11%

3–1JEPQ wins

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

+10.9%Year to date+10.8%

1.0%Yield1.0%

$183BAssets$792B

1–0SPYM wins

End-of-day Nov 10, 2026

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JEPQ and DFIP

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two