DFSD vs JEPI

ADFSD

BJEPI

Measures won3–2DFSD wins · of 6 · 5Y

$10,000 · 5Y$14,429JEPI

Lowest cost0.17%DFSD · $17 on $10k

Most income7.92%JEPI · $792 on $10k

Smallest drop−1.7%DFSD · worst fall in 1Y

Held in common[…]DFSD and JEPI

DFSD

JEPI

Dimensional - Short Duration Fixed Income ETF · $7.4BJPMorgan Equity Premium Income ETF · $46.6B

+4.8%3 years · per year$11,508 · $13,634+10.9%

[…]5 years · per year[…] · $14,429+7.6%

0.17%Expense ratio$17 · $35 on $10k · lower wins0.35%

4.52%12-mo yield$452 · $792 on $10k7.92%

−1.7%

End-of-day Nov 10, 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	BJEPI	JPMorgan Equity Premium Income ETFRead Desk		0.35%	7.92%	+0.1%	+7.6%	+10.6%	+10.9%	+7.6%	−6.7%	$46.6B
2	ADFSD	Dimensional - Short Duration Fixed Income ETFRead Desk		0.17%	4.52%	−0.3%	+0.9%	+1.6%	+4.8%	new	−1.7%	$7.4B

End-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BJEPI	JPMorgan Equity Premium Income ETFRead Desk		0.35%	7.92%	+0.1%	+7.6%	+10.6%	+10.9%	+7.6%	−6.7%	$46.6B
2	ADFSD	Dimensional - Short Duration Fixed Income ETFRead Desk		0.17%	4.52%	−0.3%	+0.9%	+1.6%	+4.8%	new	−1.7%	$7.4B

End-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

DFSD vs JEPI

DFSD

Dimensional - Short Duration Fixed Income

[…]

JEPI

JPMorgan Equity Premium Income

$14,429

MeasureDFSDJEPI

Fee0.17%0.35%

Cost on $10k a year$17$35

Yield4.52%7.92%

5 years, per year[…]+7.6%

3 years, per year+4.8%+10.9%

Worst drop · 1Y−1.7%−6.7%

Volatility · 1Y2.2%

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DFSD vs JEPI

Both

Both

$10,000 in DFSD, JEPI

Overlap: DFSD, JEPI

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Overlap: DFSD, JEPI

Income After Fees on $10,000