DFAC vs JEPI

ADFAC

BJEPI

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,525DFAC · SCHD $16,267

Lowest cost0.06%SCHD · $6 on $10k

Most income8.09%JEPI · $809 on $10k

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

Held in common30.6%DFAC and JEPI

DFAC

JEPI

Dimensional - US Core Equity 2 ETF · $85.7BJPMorgan Equity Premium Income ETF · $46.8B

+21.0%3 years · per year$17,722 · $13,562+10.7%

+10.6%5 years · per year$16,525 · $14,118+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 yearsAll three, one scale

Shared top holdingsDFAC · JEPI

5.0%MSFT2.0%

5.9%AAPL2.0%

2.7%AMZN1.9%

1.9%META1.6%

Held in common30.6%

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	ADFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.90%	+0.2%	+11.4%	+13.8%	+21.0%	+10.6%	−8.5%	$85.7B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$120.5B
3	BJEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	8.09%	+0.1%	+5.3%	+8.2%	+10.7%	+7.1%	−6.7%	$46.8B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	ADFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.90%	+0.2%	+11.4%	+13.8%	+21.0%	+10.6%	−8.5%	$85.7B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$120.5B
3	BJEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	8.09%	+0.1%	+5.3%	+8.2%	+10.7%	+7.1%	−6.7%	$46.8B

End-of-day Nov 6, 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

$16,525

JEPI

JPMorgan Equity Premium Income

$14,118

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+21.0%+10.7%

Worst drop · 1Y−8.5%−6.7%

Volatility · 1Y12.9%8.8%

3–3measures won
level

30.6%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

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

Overlap: DFAC, JEPI, SCHD

Today

30.6%most shared, DFAC and JEPI

DFACJEPISCHD

DFAC—30.6%9.3%

JEPI30.6%—8.2%

SCHD9.3%8.2%—

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

Income After Fees on $10,000

$774most kept, JEPI

JEPI$809 − $35 = $774

SCHD$300 − $6 = $294

DFAC$90 − $21 = $69

KeptFee

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