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ADFGP

BJEPI

Measures won3–2DFGP wins · of 6 · 5Y

$10,000 · 5Y$14,519JEPI · BND $9,762

Lowest cost0.03%BND · $3 on $10k

Most income7.87%JEPI · $787 on $10k

Smallest drop−3.9%DFGP · worst fall in 1Y

Held in common[…]DFGP and JEPI

Dimensional - Global Core Plus Fixed Income ETF · $3.8BJPMorgan Equity Premium Income ETF · $47.1B

+5.1%3 years · per year$11,625 · $13,696+11.1%

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

0.23%Expense ratio$23 · $35 on $10k · lower wins0.35%

4.88%12-mo yield$488 · $787 on $10k

Cards for this view

DFGP

Dimensional - Global Core Plus Fixed Income

[…]

JEPI

JPMorgan Equity Premium Income

$14,519

MeasureDFGPJEPI

Fee0.23%0.35%

Cost on $10k a year$23$35

Yield4.88%7.87%

5 years, per year[…]+7.7%

3 years, per year+5.1%+11.1%

Worst drop · 1Y−3.9%−6.7%

Volatility · 1Y4.5%

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1	BJEPI	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	BND	Vanguard Total Bond Market ETFRead Desk	0.03%	4.18%	−0.1%	−1.5%	−1.4%	+4.1%	−0.5%	−4.5%	$161.4B
3	ADFGP	Dimensional - Global Core Plus Fixed Income ETFRead Desk	0.23%	4.88%	−0.2%	−0.4%	−0.7%	+5.1%	new	−3.9%	$3.8B

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1	BJEPI	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	BND	Vanguard Total Bond Market ETFRead Desk	0.03%	4.18%	−0.1%	−1.5%	−1.4%	+4.1%	−0.5%	−4.5%	$161.4B
3	ADFGP	Dimensional - Global Core Plus Fixed Income ETFRead Desk	0.23%	4.88%	−0.2%	−0.4%	−0.7%	+5.1%	new	−3.9%	$3.8B