DFIC vs JEPQ

ADFIC

BJEPQ

Measures won4–1DFIC wins · of 6 · 5Y

$10,000 · 5Y[…]no history on file

Lowest cost0.22%DFIC · $22 on $10k

Most income12.79%JEPQ · $1,279 on $10k

Smallest drop−11.0%DFIC · worst fall in 1Y

Held in common0.9%DFIC and JEPQ

DFIC

JEPQ

Dimensional - International Core Equity 2 ETF · $15.1BJPMorgan Nasdaq Equity Premium Income ETF · $40.7B

+20.8%3 years · per year$17,634 · $16,202+17.4%

[…]5 years · per year[…]

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

2.58%12-mo yield$258 · $1,279 on $10k12.79%

−11.0%Worst dropSmaller wins−11.5%

14.9%VolatilityLower wins16.7%

4–1DFIC wins

$10,000 · 5 yearsOne scale

No price history on file for these funds yet […]

Shared top holdingsDFIC · JEPQ

0.9%ASML0.8%

0.0%NBIS0.1%

0.0%SHOP0.6%

Held in common0.9%

End-of-day Nov 6, 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	ADFIC	Dimensional - International Core Equity 2 ETFRead Desk		0.22%	2.58%	−0.8%	+9.3%	+15.7%	+20.8%	new	−11.0%	$15.1B
2	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk		0.35%	12.79%	+1.2%	+3.2%	+4.5%	+17.4%	new	−11.5%	$40.7B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend							5Y/yr
1	ADFIC	Dimensional - International Core Equity 2 ETFRead Desk		0.22%	2.58%	−0.8%	+9.3%	+15.7%	+20.8%	new	−11.0%	$15.1B
2	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk		0.35%	12.79%	+1.2%	+3.2%	+4.5%	+17.4%	new	−11.5%	$40.7B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

DFIC vs JEPQ

DFIC

Dimensional - International Core Equity 2

[…]

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureDFICJEPQ

Fee0.22%0.35%

Cost on $10k a year$22$35

Yield2.58%12.79%

5 years, per year[…][…]

3 years, per year+20.8%+17.4%

Worst drop · 1Y−11.0%−11.5%

Volatility · 1Y14.9%16.7%

4–1measures won
DFIC first

0.9%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: DFIC, JEPQ

Today

0.9%most shared, DFIC and JEPQ

DFICJEPQ

DFIC—0.9%

JEPQ0.9%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$1,244most kept, JEPQ

JEPQ$1,279 − $35 = $1,244

DFIC$258 − $22 = $236

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee