DFIS vs JEPQ

ADFIS

BJEPQ

Measures won2–3JEPQ wins · of 6 · 5Y

$10,000 · 5Y[…]no history on file

Lowest cost0.35%JEPQ · $35 on $10k

Most income12.79%JEPQ · $1,279 on $10k

Smallest drop−11.5%JEPQ · worst fall in 1Y

Held in common0.0%DFIS and JEPQ

DFIS

JEPQ

Dimensional - International Small Cap ETF · $5.7BJPMorgan Nasdaq Equity Premium Income ETF · $40.7B

+21.0%3 years · per year$17,712 · $16,202+17.4%

[…]5 years · per year[…]

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

2.27%12-mo yield$227 · $1,279 on $10k12.79%

−12.5%Worst dropSmaller wins−11.5%

15.8%VolatilityLower wins16.7%

2–3JEPQ wins

$10,000 · 5 yearsOne scale

No price history on file for these funds yet […]

Shared top holdingsDFIS · JEPQ

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

Held in common0.0%

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend							5Y/yr
1	ADFIS	Dimensional - International Small Cap ETFRead Desk		0.39%	2.27%	−0.7%	+7.9%	+15.0%	+21.0%	new	−12.5%	$5.7B
2	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk		0.35%	12.79%	+1.2%	+3.2%	+4.5%	+17.4%	new	−11.5%	$40.7B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend							5Y/yr
1	ADFIS	Dimensional - International Small Cap ETFRead Desk		0.39%	2.27%	−0.7%	+7.9%	+15.0%	+21.0%	new	−12.5%	$5.7B
2	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk		0.35%	12.79%	+1.2%	+3.2%	+4.5%	+17.4%	new	−11.5%	$40.7B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

DFIS vs JEPQ

DFIS

Dimensional - International Small Cap

[…]

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureDFISJEPQ

Fee0.39%0.35%

Cost on $10k a year$39$35

Yield2.27%12.79%

5 years, per year[…][…]

3 years, per year+21.0%+17.4%

Worst drop · 1Y−12.5%−11.5%

Volatility · 1Y15.8%16.7%

3–2measures won
JEPQ first

0.0%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: DFIS, JEPQ

Today

0.0%most shared, DFIS and JEPQ

DFISJEPQ

DFIS—0.0%

JEPQ0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$1,244most kept, JEPQ

JEPQ$1,279 − $35 = $1,244

DFIS$227 − $39 = $188

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee