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ADFIP

BJEPI

Measures won3–2DFIP wins · of 6 · 5Y

$10,000 · 5Y$16,513VIG · JEPI $14,519

Lowest cost0.04%VIG · $4 on $10k

Most income7.87%JEPI · $787 on $10k

Smallest drop−0.0%SGOV · worst fall in 1Y

Held in common[…]DFIP and JEPI

Dimensional - Inflation-Protected Securities ETF · $1.1BJPMorgan Equity Premium Income ETF · $47.3B

+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%

#
1	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.45%	0.0%	+16.0%	+16.3%	+18.9%	+10.6%	−7.9%	$109.1B
2	BJEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.87%	−0.1%	+8.2%	+9.6%	+11.1%	+7.7%	−6.7%	$47.3B
3	SGOV	iShares 0-3 Month Treasury Bond ETFRead Desk	0.09%	3.63%	0.0%	+3.2%	+3.8%	+4.5%	+3.9%	−0.0%	$117.1B
4	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	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.45%	0.0%	+16.0%	+16.3%	+18.9%	+10.6%	−7.9%	$109.1B
2	BJEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.87%	−0.1%	+8.2%	+9.6%	+11.1%	+7.7%	−6.7%	$47.3B
3	SGOV	iShares 0-3 Month Treasury Bond ETFRead Desk	0.09%	3.63%	0.0%	+3.2%	+3.8%	+4.5%	+3.9%	−0.0%	$117.1B
4	ADFIP	Dimensional - Inflation-Protected Securities ETFRead Desk	0.11%	5.39%	−0.1%	−1.6%	−2.1%	+3.6%	new	−4.3%	$1.1B