DFSE vs JEPI

ADFSE

BJEPI

Measures won1–4JEPI wins · of 6 · 5Y

$10,000 · 5Y$14,734VXUS · JEPI $14,429

Lowest cost0.05%VXUS · $5 on $10k

Most income7.92%JEPI · $792 on $10k

Smallest drop−6.7%JEPI · worst fall in 1Y

Held in common0.0%DFSE and JEPI

Dimensional Emerging Markets Sustainability Core 1 ETF · $583MJPMorgan Equity Premium Income ETF · $46.6B

+16.2%3 years · per year$15,692 · $13,634+10.9%

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

0.44%Expense ratio$44 · $35 on $10k · lower wins0.35%

2.19%12-mo yield$219 · $792 on $10k

Cards for this view

DFSE

Dimensional Emerging Markets Sustainability Core 1

[…]

JEPI

JPMorgan Equity Premium Income

$14,429

MeasureDFSEJEPI

Fee0.44%0.35%

Cost on $10k a year$44$35

Yield2.19%7.92%

5 years, per year[…]+7.6%

3 years, per year+16.2%+10.9%

Worst drop · 1Y−17.1%−6.7%

Volatility · 1Y24.4%

#
1	VXUS	Vanguard Total International Stock ETFRead Desk	0.05%	2.40%	−0.7%	+10.4%	+14.3%	+18.7%	+8.1%	−11.3%	$163.2B
2	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
3	ADFSE	Dimensional Emerging Markets Sustainability Core 1 ETFRead Desk	0.44%	2.19%	−0.9%	+6.7%	+7.8%	+16.2%	new	−17.1%	$583M

#
1	VXUS	Vanguard Total International Stock ETFRead Desk	0.05%	2.40%	−0.7%	+10.4%	+14.3%	+18.7%	+8.1%	−11.3%	$163.2B
2	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
3	ADFSE	Dimensional Emerging Markets Sustainability Core 1 ETFRead Desk	0.44%	2.19%	−0.9%	+6.7%	+7.8%	+16.2%	new	−17.1%	$583M

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