DFAR vs JEPI

ADFAR

BJEPI

Measures won2–3JEPI wins · of 6 · 5Y

$10,000 · 5Y$14,545JEPI

Lowest cost0.22%DFAR · $22 on $10k

Most income7.84%JEPI · $784 on $10k

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

Held in common1.8%DFAR and JEPI

DFAR

JEPI

DFA Real Estate Securities Portfolio ETF Class Shares · $8.7BJPMorgan Equity Premium Income ETF · $46.6B

+13.1%3 years · per year$14,473 · $13,729+11.1%

[…]5 years · per year[…] · $14,545+7.8%

0.22%Expense ratio$22 · $35 on $10k · lower wins0.35%

3.31%12-mo yield$331 · $784 on $10k7.84%

−11.5%

End-of-day Nov 11, 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	BJEPI	JPMorgan Equity Premium Income ETFRead Desk		0.35%	7.84%	+1.0%	+8.6%	+11.2%	+11.1%	+7.8%	−6.7%	$46.6B
2	ADFAR	DFA Real Estate Securities Portfolio ETF Class SharesRead Desk		0.22%	3.31%	−0.2%	+16.9%	+15.4%	+13.1%	new	−11.5%	$8.7B

End-of-day Nov 11, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BJEPI	JPMorgan Equity Premium Income ETFRead Desk		0.35%	7.84%	+1.0%	+8.6%	+11.2%	+11.1%	+7.8%	−6.7%	$46.6B
2	ADFAR	DFA Real Estate Securities Portfolio ETF Class SharesRead Desk		0.22%	3.31%	−0.2%	+16.9%	+15.4%	+13.1%	new	−11.5%	$8.7B

End-of-day Nov 11, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

DFAR vs JEPI

DFAR

DFA Real Estate Securities Portfolio ETF Class Shares

[…]

JEPI

JPMorgan Equity Premium Income

$14,545

MeasureDFARJEPI

Fee0.22%0.35%

Cost on $10k a year$22$35

Yield3.31%7.84%

5 years, per year[…]+7.8%

3 years, per year+13.1%+11.1%

Worst drop · 1Y−11.5%−6.7%

Volatility · 1Y14.1%

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DFAR vs JEPI

Both

Both

$10,000 in DFAR, JEPI

Overlap: DFAR, JEPI

DFAR vs JEPI

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Overlap: DFAR, JEPI

Income After Fees on $10,000