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ADFAS

BJEPQ

Measures won3–2DFAS wins · of 6 · 5Y

$10,000 · 5Y$16,429SCHD · VUG $16,326

Lowest cost0.03%VUG · $3 on $10k

Most income12.24%JEPQ · $1,224 on $10k

Smallest drop−6.9%SCHD · worst fall in 1Y

Held in common0.0%DFAS and JEPQ

Dimensional - US Small Cap ETF · $33.9BJPMorgan Nasdaq Equity Premium Income ETF · $41.8B

+16.9%3 years · per year$15,968 · $16,406+17.9%

+6.4%5 years · per year$13,661 · […][…]

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

1.01%12-mo yield$101 · $1,224 on $10k

Cards for this view

DFAS

Dimensional - US Small Cap

$13,661

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureDFASJEPQ

Fee0.30%0.35%

Cost on $10k a year$30$35

Yield1.01%12.24%

5 years, per year+6.4%[…]

3 years, per year+16.9%+17.9%

Worst drop · 1Y−9.4%−11.5%

Volatility · 1Y16.0%

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1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.93%	−0.2%	+34.2%	+36.8%	+19.9%	+10.4%	−6.9%	$122.7B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	−0.2%	+4.9%	+3.5%	+22.1%	+10.3%	−15.1%	$232.9B
3	ADFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.01%	−1.3%	+15.2%	+17.7%	+16.9%	+6.4%	−9.4%	$33.9B
4	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.24%	−0.3%	+7.8%	+8.8%	+17.9%	new	−11.5%	$41.8B

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1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.93%	−0.2%	+34.2%	+36.8%	+19.9%	+10.4%	−6.9%	$122.7B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	−0.2%	+4.9%	+3.5%	+22.1%	+10.3%	−15.1%	$232.9B
3	ADFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.01%	−1.3%	+15.2%	+17.7%	+16.9%	+6.4%	−9.4%	$33.9B
4	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.24%	−0.3%	+7.8%	+8.8%	+17.9%	new	−11.5%	$41.8B