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ADFEM

BJEPI

Measures won1–4JEPI wins · of 6 · 5Y

$10,000 · 5Y$15,305VEA · VXUS $14,619

Lowest cost0.03%VEA · $3 on $10k

Most income7.87%JEPI · $787 on $10k

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

Held in common0.0%DFEM and JEPI

Dimensional - Emerging Markets Core Equity 2 ETF · $8.9BJPMorgan Equity Premium Income ETF · $47.3B

+18.3%3 years · per year$16,552 · $13,696+11.1%

[…]5 years · per year[…] · $14,519+7.7%

0.39%Expense ratio$39 · $35 on $10k · lower wins0.35%

2.15%12-mo yield$215 · $787 on $10k

Cards for this view

DFEM

Dimensional - Emerging Markets Core Equity 2

[…]

JEPI

JPMorgan Equity Premium Income

$14,519

MeasureDFEMJEPI

Fee0.39%0.35%

Cost on $10k a year$39$35

Yield2.15%7.87%

5 years, per year[…]+7.7%

3 years, per year+18.3%+11.1%

Worst drop · 1Y−17.0%−6.7%

Volatility · 1Y24.4%

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1	VEA	Vanguard FTSE Developed Markets ETFRead Desk	0.03%	2.45%	0.0%	+12.2%	+14.7%	+20.3%	+8.9%	−11.6%	$231.6B
2	VXUS	Vanguard Total International Stock ETFRead Desk	0.05%	2.40%	0.0%	+10.3%	+11.8%	+19.1%	+7.9%	−11.3%	$163.2B
3	BJEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.87%	−0.1%	+8.2%	+9.6%	+11.1%	+7.7%	−6.7%	$47.3B
4	ADFEM	Dimensional - Emerging Markets Core Equity 2 ETFRead Desk	0.39%	2.15%	−0.4%	+11.0%	+10.8%	+18.3%	new	−17.0%	$8.9B

#
1	VEA	Vanguard FTSE Developed Markets ETFRead Desk	0.03%	2.45%	0.0%	+12.2%	+14.7%	+20.3%	+8.9%	−11.6%	$231.6B
2	VXUS	Vanguard Total International Stock ETFRead Desk	0.05%	2.40%	0.0%	+10.3%	+11.8%	+19.1%	+7.9%	−11.3%	$163.2B
3	BJEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.87%	−0.1%	+8.2%	+9.6%	+11.1%	+7.7%	−6.7%	$47.3B
4	ADFEM	Dimensional - Emerging Markets Core Equity 2 ETFRead Desk	0.39%	2.15%	−0.4%	+11.0%	+10.8%	+18.3%	new	−17.0%	$8.9B