DFGV vs JEPQ

ADFGV

BJEPQ

Measures won1–1level · of 6 · 5Y

$10,000 · 5Y[…]no history on file

Lowest cost0.14%DFGV · $14 on $10k

Most income12.20%JEPQ · $1,220 on $10k

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

Held in common[…]DFGV and JEPQ

DFGV

JEPQ

DFA Intermediate Government Fixed Income Portfolio · $6.1BJPMorgan Nasdaq Equity Premium Income ETF · $41.8B

[…]3 years · per year[…] · $16,525+18.2%

[…]5 years · per year[…]

0.14%Expense ratio$14 · $35 on $10k · lower wins0.35%

0.00%12-mo yield$0 · $1,220 on $10k12.20%

[…]Worst dropSmaller wins−11.5%

End-of-day Nov 11, 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							5Y/yr
1	ADFGV	DFA Intermediate Government Fixed Income PortfolioRead Desk		0.14%	0.00%	−0.1%	new	new	new	new	[…]	$6.1B
2	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk		0.35%	12.20%	+2.0%	+8.1%	+9.0%	+18.2%	new	−11.5%	$41.8B

End-of-day Nov 11, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend							5Y/yr
1	ADFGV	DFA Intermediate Government Fixed Income PortfolioRead Desk		0.14%	0.00%	−0.1%	new	new	new	new	[…]	$6.1B
2	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk		0.35%	12.20%	+2.0%	+8.1%	+9.0%	+18.2%	new	−11.5%	$41.8B

End-of-day Nov 11, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

DFGV vs JEPQ

DFGV

DFA Intermediate Government Fixed Income Portfolio

[…]

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureDFGVJEPQ

Fee0.14%0.35%

Cost on $10k a year$14$35

Yield0.00%12.20%

5 years, per year[…][…]

3 years, per year[…]+18.2%

Worst drop · 1Y[…]−11.5%

Volatility · 1Y[…]16.9%

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DFGV vs JEPQ

Both

Both

$10,000 in DFGV, JEPQ

Overlap: DFGV, JEPQ

DFGV vs JEPQ

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Overlap: DFGV, JEPQ

Income After Fees on $10,000