DFSB vs JEPQ

ADFSB

BJEPQ

Measures won3–2DFSB wins · of 6 · 5Y

$10,000 · 5Y[…]no history on file

Lowest cost0.24%DFSB · $24 on $10k

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

Smallest drop−3.9%DFSB · worst fall in 1Y

Held in common[…]DFSB and JEPQ

DFSB

JEPQ

Dimensional - Global Sustainability Fixed Income ETF · $772MJPMorgan Nasdaq Equity Premium Income ETF · $40.7B

+5.4%3 years · per year$11,707 · $16,495+18.2%

[…]5 years · per year[…]

0.24%Expense ratio$24 · $35 on $10k · lower wins0.35%

5.40%12-mo yield$540 · $1,239 on $10k12.39%

−3.9%Worst dropSmaller wins−11.5%

4.3%VolatilityLower wins16.9%

3–2DFSB wins

$10,000 · 5 yearsOne scale

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

Shared top holdingsDFSB · JEPQ

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

Held in common[…]

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							5Y/yr
1	ADFSB	Dimensional - Global Sustainability Fixed Income ETFRead Desk		0.24%	5.40%	+0.1%	+1.1%	+0.8%	+5.4%	new	−3.9%	$772M
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							5Y/yr
1	ADFSB	Dimensional - Global Sustainability Fixed Income ETFRead Desk		0.24%	5.40%	+0.1%	+1.1%	+0.8%	+5.4%	new	−3.9%	$772M
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

DFSB vs JEPQ

DFSB

Dimensional - Global Sustainability Fixed Income

[…]

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureDFSBJEPQ

Fee0.24%0.35%

Cost on $10k a year$24$35

Yield5.40%12.39%

5 years, per year[…][…]

3 years, per year+5.4%+18.2%

Worst drop · 1Y−3.9%−11.5%

Volatility · 1Y4.3%16.9%

3–2measures won
DFSB first

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%

$120BAssets$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: DFSB, JEPQ

Today

[…]holdings […]

DFSBJEPQ

DFSB—[…]

JEPQ[…]—

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

DFSB$540 − $24 = $516

KeptFee

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