DFAT vs JEPQ5YDFATDFATAvsBJEPQJEPQDimensional - US Targeted Value ETF · $31.6BJPMorgan Nasdaq Equity Premium Income ETF · $42.0BReturns · dividends in+16.9%3 years · per year$15,988 · $16,284+17.6%+9.8%5 years · per year$15,937 · […][…]Cost and income0.31%Expense ratio$31 · $35 on $10k · lower wins0.35%1.33%12-mo yield$133 · $1,245 on $10k
Overlap: DFAT, JEPQ, VUGToday51.5%most shared, JEPQ and VUGDFATJEPQVUGDFAT—0.0%0.0%JEPQ0.0%—51.5%VUG0.0%51.5%—End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus
DFAT vs JEPQ5YADFATDimensional - US Targeted Value$15,937vsJEPQBJPMorgan Nasdaq Equity Premium Income[…]MeasureDFATJEPQFee0.31%0.35%Cost on $10k a year$31$35Yield1.33%12.45%5 years, per year+9.8%[…]3 years, per year+16.9%+17.6%Worst drop · 1Y−9.6%−11.5%Volatility · 1Y14.7%
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1VUGVanguard Morningstar Growth ETFReadDesk0.03%0.41%−0.7%+3.4%+4.2%+22.2%+10.4%−15.1%$232.9B2ADFATDimensional - US Targeted Value ETFReadDesk0.31%1.33%−0.2%+19.0%+24.8%+16.9%+9.8%−9.6%$31.6B3BJEPQJPMorgan Nasdaq Equity Premium Income ETFReadDesk0.35%12.45%−0.5%+6.0%+8.8%+17.6%new−11.5%$42.0BEnd-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1VUGVanguard Morningstar Growth ETFReadDesk0.03%0.41%−0.7%+3.4%+4.2%+22.2%+10.4%−15.1%$232.9B2ADFATDimensional - US Targeted Value ETFReadDesk0.31%1.33%−0.2%+19.0%+24.8%+16.9%+9.8%−9.6%$31.6B3BJEPQJPMorgan Nasdaq Equity Premium Income ETFReadDesk0.35%12.45%−0.5%+6.0%+8.8%+17.6%new−11.5%$42.0BEnd-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+6.0%vsBJMJEPIJ.P. Morgan+7.6%Jan 1Nov 10+6.0%+7.6%+6.0%Year to date+7.6%12.4%Yield7.9%$42.0BAssets$46.6B1–1levelEnd-of-day Nov 10, 2026
VUG vs SCHGYTDVanguardVUGVA+3.4%vsBSSCHGSchwab+4.1%Jan 1Nov 10+3.4%+4.1%+3.4%Year to date+4.1%0.03% · $3Fee · on $10k a year0.04% · $4$233BAssets$61.0B1–1levelEnd-of-day Nov 10, 2026
SCHD vs VIGYTDSchwabSCHDSA+33.8%vsBVVIGVanguard+15.1%Jan 1Nov 10+33.8%+15.1%+33.8%Year to date+15.1%2.9%Yield1.5%$123BAssets$109B2–0SCHD winsEnd-of-day Nov 10, 2026
Overlap: DFAT, JEPQ, VUGToday51.5%most shared, JEPQ and VUGDFATJEPQVUGDFAT—0.0%0.0%JEPQ0.0%—51.5%VUG0.0%51.5%—End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$1,210most kept, JEPQJEPQ$1,245 − $35 = $1,210DFAT$133 − $31 = $102VUG$41 − $3 = $38KeptFeeEnd-of-day Nov 10, 2026 · yield in dollars minus the fee