DFGR vs JEPI

ADFGR

BJEPI

Measures won2–3JEPI wins · of 6 · 5Y

$10,000 · 5Y$14,108JEPI

Lowest cost0.22%DFGR · $22 on $10k

Most income8.09%JEPI · $809 on $10k

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

Held in common1.9%DFGR and JEPI

DFGR

JEPI

Dimensional - Global Real Estate ETF · $4.0BJPMorgan Equity Premium Income ETF · $46.8B

+13.8%3 years · per year$14,720 · $13,674+11.0%

[…]5 years · per year[…] · $14,108+7.1%

0.22%Expense ratio$22 · $35 on $10k · lower wins0.35%

3.87%12-mo yield$387 · $809 on $10k8.09%

−10.8%Worst dropSmaller wins−6.7%

12.5%VolatilityLower wins8.8%

2–3JEPI wins

$10,000 · 5 yearsOne scale

Shared top holdingsDFGR · JEPI

5.2%EQIX0.9%

2.3%VTR0.6%

4.4%AMT0.2%

9.0%WELL0.2%

Held in common1.9%

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

Both

5Y2 funds

#			Trend
1	BJEPI	JPMorgan Equity Premium Income ETFRead Desk		0.35%	8.09%	−3.3%	+5.2%	+8.3%	+11.0%	+7.1%	−6.7%	$46.8B
2	ADFGR	Dimensional - Global Real Estate ETFRead Desk		0.22%	3.87%	−1.4%	+10.5%	+11.1%	+13.8%	new	−10.8%	$4.0B

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

Both

5Y2 funds

#			Trend
1	BJEPI	JPMorgan Equity Premium Income ETFRead Desk		0.35%	8.09%	−3.3%	+5.2%	+8.3%	+11.0%	+7.1%	−6.7%	$46.8B
2	ADFGR	Dimensional - Global Real Estate ETFRead Desk		0.22%	3.87%	−1.4%	+10.5%	+11.1%	+13.8%	new	−10.8%	$4.0B

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

Cards for this view

DFGR vs JEPI

DFGR

Dimensional - Global Real Estate

[…]

JEPI

JPMorgan Equity Premium Income

$14,108

MeasureDFGRJEPI

Fee0.22%0.35%

Cost on $10k a year$22$35

Yield3.87%8.09%

5 years, per year[…]+7.1%

3 years, per year+13.8%+11.0%

Worst drop · 1Y−10.8%−6.7%

Volatility · 1Y12.5%8.8%

3–2measures won
JEPI first

1.9%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: DFGR, JEPI

Today

1.9%most shared, DFGR and JEPI

DFGRJEPI

DFGR—1.9%

JEPI1.9%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$774most kept, JEPI

JEPI$809 − $35 = $774

DFGR$387 − $22 = $365

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee