DFAC vs JEPQ

ADFAC

BJEPQ

Measures won4–1DFAC wins · of 6 · 5Y

$10,000 · 5Y$16,526DFAC

Lowest cost0.21%DFAC · $21 on $10k

Most income12.17%JEPQ · $1,217 on $10k

Smallest drop−8.5%DFAC · worst fall in 1Y

Held in common34.1%DFAC and JEPQ

DFAC

JEPQ

Dimensional - US Core Equity 2 ETF · $89.2BJPMorgan Nasdaq Equity Premium Income ETF · $42.1B

+21.2%3 years · per year$17,812 · $17,406+20.3%

+10.6%5 years · per year$16,526 · […][…]

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

0.90%12-mo yield$90 · $1,217 on $10k12.17%

−8.5%Worst dropSmaller wins−8.8%

12.9%VolatilityLower wins15.5%

4–1DFAC wins

$10,000 · 5 yearsOne scale

Shared top holdingsDFAC · JEPQ

5.8%AAPL7.1%

5.1%NVDA6.8%

5.0%MSFT6.0%

2.7%AMZN4.2%

Held in common34.1%

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	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk		0.35%	12.17%	+0.9%	+8.5%	+9.3%	+20.3%	new	−8.8%	$42.1B

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	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk		0.35%	12.17%	+0.9%	+8.5%	+9.3%	+20.3%	new	−8.8%	$42.1B

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 JEPQ

DFAC

Dimensional - US Core Equity 2

$16,526

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureDFACJEPQ

Fee0.21%0.35%

Cost on $10k a year$21$35

Yield0.90%12.17%

5 years, per year+10.6%[…]

3 years, per year+21.2%+20.3%

Worst drop · 1Y−8.5%−8.8%

Volatility · 1Y12.9%15.5%

4–1measures won
DFAC first

34.1%

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, JEPQ

Today

34.1%most shared, DFAC and JEPQ

DFACJEPQ

DFAC—34.1%

JEPQ34.1%—

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

Income After Fees on $10,000

$1,182most kept, JEPQ

JEPQ$1,217 − $35 = $1,182

DFAC$90 − $21 = $69

KeptFee

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