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ADFAS

BJEPQ

Measures won3–2DFAS wins · of 6 · 5Y

$10,000 · 5Y$14,519JEPI · DFAS $13,429

Lowest cost0.30%DFAS · $30 on $10k

Most income12.37%JEPQ · $1,237 on $10k

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

Held in common0.0%DFAS and JEPQ

Dimensional - US Small Cap ETF · $33.5BJPMorgan Nasdaq Equity Premium Income ETF · $42.5B

+17.2%3 years · per year$16,080 · $16,188+17.4%

+6.1%5 years · per year$13,429 · […][…]

0.30%Expense ratio$30 · $35 on $10k · lower wins0.35%

1.01%12-mo yield$101 · $1,237 on $10k

Cards for this view

DFAS

Dimensional - US Small Cap

$13,429

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureDFASJEPQ

Fee0.30%0.35%

Cost on $10k a year$30$35

Yield1.01%12.37%

5 years, per year+6.1%[…]

3 years, per year+17.2%+17.4%

Worst drop · 1Y−9.4%−11.5%

Volatility · 1Y16.0%

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1	JEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.87%	−0.1%	+8.2%	+9.6%	+11.1%	+7.7%	−6.7%	$47.1B
2	ADFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.01%	−0.1%	+15.1%	+17.3%	+17.2%	+6.1%	−9.4%	$33.5B
3	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.37%	−1.0%	+6.7%	+7.6%	+17.4%	new	−11.5%	$42.5B

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1	JEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.87%	−0.1%	+8.2%	+9.6%	+11.1%	+7.7%	−6.7%	$47.1B
2	ADFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.01%	−0.1%	+15.1%	+17.3%	+17.2%	+6.1%	−9.4%	$33.5B
3	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.37%	−1.0%	+6.7%	+7.6%	+17.4%	new	−11.5%	$42.5B