DFIS vs JEPI

ADFIS

BJEPI

Measures won1–4JEPI wins · of 6 · 5Y

$10,000 · 5Y$15,431VEA · JEPI $14,545

Lowest cost0.03%VEA · $3 on $10k

Most income7.84%JEPI · $784 on $10k

Smallest drop−6.7%JEPI · worst fall in 1Y

Held in common0.0%DFIS and JEPI

Dimensional - International Small Cap ETF · $5.8BJPMorgan Equity Premium Income ETF · $46.6B

+20.8%3 years · per year$17,635 · $13,729+11.1%

[…]5 years · per year[…] · $14,545+7.8%

0.39%Expense ratio$39 · $35 on $10k · lower wins0.35%

2.21%12-mo yield$221 · $784 on $10k

Cards for this view

DFIS

Dimensional - International Small Cap

[…]

JEPI

JPMorgan Equity Premium Income

$14,545

MeasureDFISJEPI

Fee0.39%0.35%

Cost on $10k a year$39$35

Yield2.21%7.84%

5 years, per year[…]+7.8%

3 years, per year+20.8%+11.1%

Worst drop · 1Y−12.5%−6.7%

Volatility · 1Y15.9%

#
1	VEA	Vanguard FTSE Developed Markets ETFRead Desk	0.03%	2.44%	+0.8%	+13.0%	+17.0%	+20.2%	+9.1%	−11.6%	$231.6B
2	BJEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.84%	+1.0%	+8.6%	+11.2%	+11.1%	+7.8%	−6.7%	$46.6B
3	ADFIS	Dimensional - International Small Cap ETFRead Desk	0.39%	2.21%	+0.2%	+10.9%	+16.6%	+20.8%	new	−12.5%	$5.8B

#
1	VEA	Vanguard FTSE Developed Markets ETFRead Desk	0.03%	2.44%	+0.8%	+13.0%	+17.0%	+20.2%	+9.1%	−11.6%	$231.6B
2	BJEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.84%	+1.0%	+8.6%	+11.2%	+11.1%	+7.8%	−6.7%	$46.6B
3	ADFIS	Dimensional - International Small Cap ETFRead Desk	0.39%	2.21%	+0.2%	+10.9%	+16.6%	+20.8%	new	−12.5%	$5.8B

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