DFIC vs JEPQ

ADFIC

BJEPQ

Measures won4–1DFIC wins · of 6 · 5Y

$10,000 · 5Y$15,431VEA

Lowest cost0.03%VEA · $3 on $10k

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

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

Held in common0.9%DFIC and JEPQ

Dimensional - International Core Equity 2 ETF · $15.5BJPMorgan Nasdaq Equity Premium Income ETF · $42.0B

+20.7%3 years · per year$17,598 · $16,525+18.2%

[…]5 years · per year[…]

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

2.52%12-mo yield$252 · $1,220 on $10k12.20%

Cards for this view

DFIC

Dimensional - International Core Equity 2

[…]

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureDFICJEPQ

Fee0.22%0.35%

Cost on $10k a year$22$35

Yield2.52%12.20%

5 years, per year[…][…]

3 years, per year+20.7%+18.2%

Worst drop · 1Y−11.0%−11.5%

Volatility · 1Y15.2%

#
1	VEA	Vanguard FTSE Developed Markets ETFRead Desk	0.03%	2.44%	+0.8%	+13.0%	+17.0%	+20.2%	+9.1%	−11.6%	$231.6B
2	ADFIC	Dimensional - International Core Equity 2 ETFRead Desk	0.22%	2.52%	+0.2%	+12.0%	+16.8%	+20.7%	new	−11.0%	$15.5B
3	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.20%	+2.0%	+8.1%	+9.0%	+18.2%	new	−11.5%	$42.0B

#
1	VEA	Vanguard FTSE Developed Markets ETFRead Desk	0.03%	2.44%	+0.8%	+13.0%	+17.0%	+20.2%	+9.1%	−11.6%	$231.6B
2	ADFIC	Dimensional - International Core Equity 2 ETFRead Desk	0.22%	2.52%	+0.2%	+12.0%	+16.8%	+20.7%	new	−11.0%	$15.5B
3	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.20%	+2.0%	+8.1%	+9.0%	+18.2%	new	−11.5%	$42.0B

Loading…