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ADFIP

BJEPI

Measures won3–2DFIP wins · of 6 · 5Y

$10,000 · 5Y$14,519JEPI · AGG $9,755

Lowest cost0.03%AGG · $3 on $10k

Most income7.87%JEPI · $787 on $10k

Smallest drop−4.3%DFIP · worst fall in 1Y

Held in common[…]DFIP and JEPI

Dimensional - Inflation-Protected Securities ETF · $1.1BJPMorgan Equity Premium Income ETF · $47.1B

+3.6%3 years · per year$11,131 · $13,696+11.1%

[…]5 years · per year[…] · $14,519+7.7%

0.11%Expense ratio$11 · $35 on $10k · lower wins0.35%

5.39%12-mo yield$539 · $787 on $10k

Cards for this view

DFIP

Dimensional - Inflation-Protected Securities

[…]

JEPI

JPMorgan Equity Premium Income

$14,519

MeasureDFIPJEPI

Fee0.11%0.35%

Cost on $10k a year$11$35

Yield5.39%7.87%

5 years, per year[…]+7.7%

3 years, per year+3.6%+11.1%

Worst drop · 1Y−4.3%−6.7%

Volatility · 1Y3.7%

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1	BJEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.87%	−0.1%	+8.2%	+9.6%	+11.1%	+7.7%	−6.7%	$47.1B
2	AGG	iShares Core U.S. Aggregate Bond ETFRead Desk	0.03%	4.19%	−0.1%	−1.5%	−1.4%	+4.1%	−0.5%	−4.6%	$137.0B
3	ADFIP	Dimensional - Inflation-Protected Securities ETFRead Desk	0.11%	5.39%	−0.1%	−1.6%	−2.1%	+3.6%	new	−4.3%	$1.1B

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1	BJEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.87%	−0.1%	+8.2%	+9.6%	+11.1%	+7.7%	−6.7%	$47.1B
2	AGG	iShares Core U.S. Aggregate Bond ETFRead Desk	0.03%	4.19%	−0.1%	−1.5%	−1.4%	+4.1%	−0.5%	−4.6%	$137.0B
3	ADFIP	Dimensional - Inflation-Protected Securities ETFRead Desk	0.11%	5.39%	−0.1%	−1.6%	−2.1%	+3.6%	new	−4.3%	$1.1B