DFEM vs JEPQ

ADFEM

BJEPQ

Measures won1–4JEPQ wins · of 6 · 5Y

$10,000 · 5Y$15,497VEA

Lowest cost0.03%VEA · $3 on $10k

Most income12.39%JEPQ · $1,239 on $10k

Smallest drop−11.5%JEPQ · worst fall in 1Y

Held in common0.1%DFEM and JEPQ

DFEM

JEPQ

Dimensional - Emerging Markets Core Equity 2 ETF · $8.6BJPMorgan Nasdaq Equity Premium Income ETF · $40.7B

+19.0%3 years · per year$16,867 · $16,495+18.2%

[…]5 years · per year[…]

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

2.14%12-mo yield$214 · $1,239 on $10k12.39%

−17.0%Worst dropSmaller wins−11.5%

24.3%VolatilityLower wins16.9%

1–4JEPQ wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDFEM · JEPQ

0.3%PDD0.1%

Held in common0.1%

End-of-day Nov 9, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	VEA	Vanguard FTSE Developed Markets ETFRead Desk	0.03%	2.44%	+2.9%	+12.9%	+18.8%	+20.5%	+9.2%	−11.6%	$231.6B
2	ADFEM	Dimensional - Emerging Markets Core Equity 2 ETFRead Desk	0.39%	2.14%	+3.0%	+11.2%	+12.9%	+19.0%	new	−17.0%	$8.6B
3	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.39%	+3.2%	+6.6%	+9.2%	+18.2%	new	−11.5%	$40.7B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	VEA	Vanguard FTSE Developed Markets ETFRead Desk	0.03%	2.44%	+2.9%	+12.9%	+18.8%	+20.5%	+9.2%	−11.6%	$231.6B
2	ADFEM	Dimensional - Emerging Markets Core Equity 2 ETFRead Desk	0.39%	2.14%	+3.0%	+11.2%	+12.9%	+19.0%	new	−17.0%	$8.6B
3	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.39%	+3.2%	+6.6%	+9.2%	+18.2%	new	−11.5%	$40.7B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

DFEM vs JEPQ

DFEM

Dimensional - Emerging Markets Core Equity 2

[…]

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureDFEMJEPQ

Fee0.39%0.35%

Cost on $10k a year$39$35

Yield2.14%12.39%

5 years, per year[…][…]

3 years, per year+19.0%+18.2%

Worst drop · 1Y−17.0%−11.5%

Volatility · 1Y24.3%16.9%

4–1measures won
JEPQ first

0.1%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

VEA vs IEFA

YTD

VanguardVEA

+12.9%

IEFAiShares

+11.1%

+12.9%Year to date+11.1%

2.4%Yield3.4%

$232BAssets$187B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

Overlap: DFEM, JEPQ, VEA

Today

8.5%most shared, DFEM and VEA

DFEMJEPQVEA

DFEM—0.1%8.5%

JEPQ0.1%—0.0%

VEA8.5%0.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$1,204most kept, JEPQ

JEPQ$1,239 − $35 = $1,204

VEA$244 − $3 = $241

DFEM$214 − $39 = $175

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee