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ADFIP

BJEPQ

Measures won3–2DFIP wins · of 6 · 5Y

$10,000 · 5Y$14,519JEPI

Lowest cost0.11%DFIP · $11 on $10k

Most income12.37%JEPQ · $1,237 on $10k

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

Held in common[…]DFIP and JEPQ

Dimensional - Inflation-Protected Securities ETF · $1.1BJPMorgan Nasdaq Equity Premium Income ETF · $42.5B

+3.6%3 years · per year$11,131 · $16,188+17.4%

[…]5 years · per year[…]

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

5.39%12-mo yield$539 · $1,237 on $10k12.37%

Cards for this view

DFIP

Dimensional - Inflation-Protected Securities

[…]

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureDFIPJEPQ

Fee0.11%0.35%

Cost on $10k a year$11$35

Yield5.39%12.37%

5 years, per year[…][…]

3 years, per year+3.6%+17.4%

Worst drop · 1Y−4.3%−11.5%

Volatility · 1Y3.7%

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1	JEPI	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	ADFIP	Dimensional - Inflation-Protected Securities ETFRead Desk	0.11%	5.39%	−0.1%	−1.6%	−2.1%	+3.6%	new	−4.3%	$1.1B
3	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.37%	−1.0%	+6.7%	+7.6%	+17.4%	new	−11.5%	$42.5B

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1	JEPI	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	ADFIP	Dimensional - Inflation-Protected Securities ETFRead Desk	0.11%	5.39%	−0.1%	−1.6%	−2.1%	+3.6%	new	−4.3%	$1.1B
3	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.37%	−1.0%	+6.7%	+7.6%	+17.4%	new	−11.5%	$42.5B