DFJ vs JEPQ

ADFJ

BJEPQ

Measures won1–4JEPQ wins · of 6 · 5Y

$10,000 · 5Y$16,297DFJ

Lowest cost0.35%JEPQ · $35 on $10k

Most income12.39%JEPQ · $1,239 on $10k

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

Held in common0.0%DFJ and JEPQ

DFJ

JEPQ

WisdomTree Japan SmallCap Dividend Fund · $409MJPMorgan Nasdaq Equity Premium Income ETF · $40.7B

+18.6%3 years · per year$16,693 · $16,495+18.2%

+10.3%5 years · per year$16,297 · […][…]

0.58%Expense ratio$58 · $35 on $10k · lower wins0.35%

2.55%12-mo yield$255 · $1,239 on $10k12.39%

−13.0%Worst dropSmaller wins−11.5%

18.2%VolatilityLower wins16.9%

1–4JEPQ wins

$10,000 · 5 yearsOne scale

Shared top holdingsDFJ · JEPQ

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

Held in common0.0%

End-of-day Nov 9, 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
1	ADFJ	WisdomTree Japan SmallCap Dividend FundRead Desk		0.58%	2.55%	+2.6%	+14.0%	+20.9%	+18.6%	+10.3%	−13.0%	$409M
2	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk		0.35%	12.39%	+3.2%	+6.6%	+9.2%	+18.2%	new	−11.5%	$40.7B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	ADFJ	WisdomTree Japan SmallCap Dividend FundRead Desk		0.58%	2.55%	+2.6%	+14.0%	+20.9%	+18.6%	+10.3%	−13.0%	$409M
2	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk		0.35%	12.39%	+3.2%	+6.6%	+9.2%	+18.2%	new	−11.5%	$40.7B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

DFJ vs JEPQ

DFJ

WisdomTree Japan SmallCap Dividend Fund

$16,297

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureDFJJEPQ

Fee0.58%0.35%

Cost on $10k a year$58$35

Yield2.55%12.39%

5 years, per year+10.3%[…]

3 years, per year+18.6%+18.2%

Worst drop · 1Y−13.0%−11.5%

Volatility · 1Y18.2%16.9%

4–1measures won
JEPQ first

0.0%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

Overlap: DFJ, JEPQ

Today

0.0%most shared, DFJ and JEPQ

DFJJEPQ

DFJ—0.0%

JEPQ0.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$1,204most kept, JEPQ

JEPQ$1,239 − $35 = $1,204

DFJ$255 − $58 = $197

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee