DFAC vs JEPI

ADFAC

BJEPI

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,526DFAC · JEPI $14,108

Lowest cost0.21%DFAC · $21 on $10k

Most income8.09%JEPI · $809 on $10k

Smallest drop−6.7%JEPI · worst fall in 1Y

Held in common30.9%DFAC and JEPI

DFAC

JEPI

Dimensional - US Core Equity 2 ETF · $89.2BJPMorgan Equity Premium Income ETF · $46.1B

+21.2%3 years · per year$17,812 · $13,674+11.0%

+10.6%5 years · per year$16,526 · $14,108+7.1%

0.21%Expense ratio$21 · $35 on $10k · lower wins0.35%

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

−8.5%Worst dropSmaller wins−6.7%

12.9%VolatilityLower wins8.8%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsDFAC · JEPI

5.0%MSFT2.0%

5.8%AAPL1.9%

2.7%AMZN1.9%

1.9%META1.7%

Held in common30.9%

End-of-day Nov 5, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	ADFAC	Dimensional - US Core Equity 2 ETFRead Desk		0.21%	0.90%	−4.0%	+11.2%	+14.3%	+21.2%	+10.6%	−8.5%	$89.2B
2	BJEPI	JPMorgan Equity Premium Income ETFRead Desk		0.35%	8.09%	−3.3%	+5.2%	+8.3%	+11.0%	+7.1%	−6.7%	$46.1B

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	ADFAC	Dimensional - US Core Equity 2 ETFRead Desk		0.21%	0.90%	−4.0%	+11.2%	+14.3%	+21.2%	+10.6%	−8.5%	$89.2B
2	BJEPI	JPMorgan Equity Premium Income ETFRead Desk		0.35%	8.09%	−3.3%	+5.2%	+8.3%	+11.0%	+7.1%	−6.7%	$46.1B

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

DFAC vs JEPI

DFAC

Dimensional - US Core Equity 2

$16,526

JEPI

JPMorgan Equity Premium Income

$14,108

MeasureDFACJEPI

Fee0.21%0.35%

Cost on $10k a year$21$35

Yield0.90%8.09%

5 years, per year+10.6%+7.1%

3 years, per year+21.2%+11.0%

Worst drop · 1Y−8.5%−6.7%

Volatility · 1Y12.9%8.8%

3–3measures won
level

30.9%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: DFAC, JEPI

Today

30.9%most shared, DFAC and JEPI

DFACJEPI

DFAC—30.9%

JEPI30.9%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$774most kept, JEPI

JEPI$809 − $35 = $774

DFAC$90 − $21 = $69

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee