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ADFGP

BJEPQ

Measures won3–2DFGP wins · of 6 · 5Y

$10,000 · 5Y$9,762BND

Lowest cost0.03%BND · $3 on $10k

Most income12.37%JEPQ · $1,237 on $10k

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

Held in common[…]DFGP and JEPQ

Dimensional - Global Core Plus Fixed Income ETF · $3.8BJPMorgan Nasdaq Equity Premium Income ETF · $42.5B

+5.1%3 years · per year$11,625 · $16,188+17.4%

[…]5 years · per year[…]

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

4.88%12-mo yield$488 · $1,237 on $10k12.37%

Cards for this view

DFGP

Dimensional - Global Core Plus Fixed Income

[…]

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureDFGPJEPQ

Fee0.23%0.35%

Cost on $10k a year$23$35

Yield4.88%12.37%

5 years, per year[…][…]

3 years, per year+5.1%+17.4%

Worst drop · 1Y−3.9%−11.5%

Volatility · 1Y4.5%

#
1	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
2	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
3	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.37%	−1.0%	+6.7%	+7.6%	+17.4%	new	−11.5%	$42.5B

#
1	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
2	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
3	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.37%	−1.0%	+6.7%	+7.6%	+17.4%	new	−11.5%	$42.5B