DFIC vs JEPQ

ADFIC

BJEPQ

Measures won4–1DFIC wins · of 6 · 5Y

$10,000 · 5Y$14,758VXUS

Lowest cost0.05%VXUS · $5 on $10k

Most income12.39%JEPQ · $1,239 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

+21.1%3 years · per year$17,765 · $16,495+18.2%

[…]5 years · per year[…]

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

2.51%12-mo yield$251 · $1,239 on $10k12.39%

−11.0%Worst dropSmaller wins−11.5%

15.2%VolatilityLower wins16.9%

4–1DFIC wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDFIC · JEPQ

0.9%ASML0.9%

0.0%NBIS0.2%

0.0%SHOP0.6%

Held in common0.9%

End-of-day Nov 9, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	VXUS	Vanguard Total International Stock ETFRead Desk	0.05%	2.39%	+2.8%	+11.1%	+15.3%	+19.5%	+8.1%	−11.3%	$163.2B
2	ADFIC	Dimensional - International Core Equity 2 ETFRead Desk	0.22%	2.51%	+2.8%	+12.4%	+19.2%	+21.1%	new	−11.0%	$15.1B
3	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.39%	+3.2%	+6.6%	+9.2%	+18.2%	new	−11.5%	$40.7B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	VXUS	Vanguard Total International Stock ETFRead Desk	0.05%	2.39%	+2.8%	+11.1%	+15.3%	+19.5%	+8.1%	−11.3%	$163.2B
2	ADFIC	Dimensional - International Core Equity 2 ETFRead Desk	0.22%	2.51%	+2.8%	+12.4%	+19.2%	+21.1%	new	−11.0%	$15.1B
3	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.39%	+3.2%	+6.6%	+9.2%	+18.2%	new	−11.5%	$40.7B

End-of-day Nov 9, 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

Yield2.51%12.39%

5 years, per year[…][…]

3 years, per year+21.1%+18.2%

Worst drop · 1Y−11.0%−11.5%

Volatility · 1Y15.2%16.9%

4–1measures won
DFIC first

0.9%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

VXUS vs IXUS

YTD

VanguardVXUS

+11.1%

IXUSiShares

+11.5%

+11.1%Year to date+11.5%

2.4%Yield3.0%

$163BAssets$56.4B

2–0IXUS wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

Overlap: DFIC, JEPQ, VXUS

Today

37.5%most shared, DFIC and VXUS

DFICJEPQVXUS

DFIC—0.9%37.5%

JEPQ0.9%—0.1%

VXUS37.5%0.1%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$1,204most kept, JEPQ

JEPQ$1,239 − $35 = $1,204

VXUS$239 − $5 = $234

DFIC$251 − $22 = $229

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee