DFIP vs JEPQ

ADFIP

BJEPQ

Measures won3–2DFIP wins · of 6 · 5Y

$10,000 · 5Y$12,086SGOV

Lowest cost0.09%SGOV · $9 on $10k

Most income12.17%JEPQ · $1,217 on $10k

Smallest drop0.0%SGOV · worst fall in 1Y

Held in common[…]DFIP and JEPQ

DFIP

JEPQ

Dimensional - Inflation-Protected Securities ETF · $1.1BJPMorgan Nasdaq Equity Premium Income ETF · $42.1B

+4.9%3 years · per year$11,548 · $17,406+20.3%

[…]5 years · per year[…]

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

5.31%12-mo yield$531 · $1,217 on $10k12.17%

−4.3%Worst dropSmaller wins−8.8%

3.7%VolatilityLower wins15.5%

3–2DFIP wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDFIP · JEPQ

They share no top holdings, or holdings aren’t on file […]

Held in common[…]

End-of-day Nov 5, 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	SGOV	iShares 0-3 Month Treasury Bond ETFRead Desk	0.09%	3.63%	0.0%	+3.1%	+3.7%	+4.5%	+3.9%	0.0%	$116.8B
2	ADFIP	Dimensional - Inflation-Protected Securities ETFRead Desk	0.11%	5.31%	+0.2%	−0.1%	−0.4%	+4.9%	new	−4.3%	$1.1B
3	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.17%	+0.9%	+8.5%	+9.3%	+20.3%	new	−8.8%	$42.1B

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

All Three

5Y3 funds

#
1	SGOV	iShares 0-3 Month Treasury Bond ETFRead Desk	0.09%	3.63%	0.0%	+3.1%	+3.7%	+4.5%	+3.9%	0.0%	$116.8B
2	ADFIP	Dimensional - Inflation-Protected Securities ETFRead Desk	0.11%	5.31%	+0.2%	−0.1%	−0.4%	+4.9%	new	−4.3%	$1.1B
3	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.17%	+0.9%	+8.5%	+9.3%	+20.3%	new	−8.8%	$42.1B

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

Cards for this view

DFIP vs JEPQ

DFIP

Dimensional - Inflation-Protected Securities

[…]

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureDFIPJEPQ

Fee0.11%0.35%

Cost on $10k a year$11$35

Yield5.31%12.17%

5 years, per year[…][…]

3 years, per year+4.9%+20.3%

Worst drop · 1Y−4.3%−8.8%

Volatility · 1Y3.7%15.5%

3–2measures won
DFIP first

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SGOV vs BIL

YTD

iSharesSGOV

+3.1%

BILSPDR

+3.1%

+3.1%Year to date+3.1%

3.6%Yield3.7%

$117BAssets$48.4B

1–0BIL wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

Overlap: DFIP, JEPQ, SGOV

Today

[…]holdings […]

DFIPJEPQSGOV

DFIP—[…][…]

JEPQ[…]—[…]

SGOV[…][…]—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$1,182most kept, JEPQ

JEPQ$1,217 − $35 = $1,182

DFIP$531 − $11 = $520

SGOV$363 − $9 = $354

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee