DFIV vs JEPQ

ADFIV

BJEPQ

Measures won3–2DFIV wins · of 6 · 5Y

$10,000 · 5Y$19,865DFIV · VEA $15,484

Lowest cost0.03%VEA · $3 on $10k

Most income12.28%JEPQ · $1,228 on $10k

Smallest drop−8.8%JEPQ · worst fall in 1Y

Held in common0.0%DFIV and JEPQ

DFIV

JEPQ

Dimensional - International Value ETF · $22.1BJPMorgan Nasdaq Equity Premium Income ETF · $41.8B

+26.2%3 years · per year$20,122 · $17,450+20.4%

+14.7%5 years · per year$19,865 · […][…]

0.27%Expense ratio$27 · $35 on $10k · lower wins0.35%

2.78%12-mo yield$278 · $1,228 on $10k12.28%

−9.7%Worst dropSmaller wins−8.8%

13.9%VolatilityLower wins15.5%

3–2DFIV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDFIV · JEPQ

0.0%NBIS0.2%

Held in common0.0%

End-of-day Nov 3, 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	ADFIV	Dimensional - International Value ETFRead Desk	0.27%	2.78%	−0.6%	+14.8%	+24.6%	+26.2%	+14.7%	−9.7%	$22.1B
2	VEA	Vanguard FTSE Developed Markets ETFRead Desk	0.03%	2.46%	−0.3%	+12.1%	+16.8%	+22.2%	+9.1%	−11.6%	$231.6B
3	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.28%	+0.6%	+7.5%	+8.6%	+20.4%	new	−8.8%	$41.8B

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

All Three

5Y3 funds

#
1	ADFIV	Dimensional - International Value ETFRead Desk	0.27%	2.78%	−0.6%	+14.8%	+24.6%	+26.2%	+14.7%	−9.7%	$22.1B
2	VEA	Vanguard FTSE Developed Markets ETFRead Desk	0.03%	2.46%	−0.3%	+12.1%	+16.8%	+22.2%	+9.1%	−11.6%	$231.6B
3	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.28%	+0.6%	+7.5%	+8.6%	+20.4%	new	−8.8%	$41.8B

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

Cards for this view

DFIV vs JEPQ

DFIV

Dimensional - International Value

$19,865

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureDFIVJEPQ

Fee0.27%0.35%

Cost on $10k a year$27$35

Yield2.78%12.28%

5 years, per year+14.7%[…]

3 years, per year+26.2%+20.4%

Worst drop · 1Y−9.7%−8.8%

Volatility · 1Y13.9%15.5%

3–2measures won
DFIV first

0.0%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

VEA vs IEFA

YTD

VanguardVEA

+12.1%

IEFAiShares

+9.2%

+12.1%Year to date+9.2%

2.5%Yield3.4%

$232BAssets$189B

1–1level

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

Overlap: DFIV, JEPQ, VEA

Today

27.9%most shared, DFIV and VEA

DFIVJEPQVEA

DFIV—0.0%27.9%

JEPQ0.0%—0.0%

VEA27.9%0.0%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$1,193most kept, JEPQ

JEPQ$1,228 − $35 = $1,193

DFIV$278 − $27 = $251

VEA$246 − $3 = $243

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee