DFSE vs JEPQ

ADFSE

BJEPQ

Measures won0–5JEPQ wins · of 6 · 5Y

$10,000 · 5Y$15,337VEA

Lowest cost0.03%VEA · $3 on $10k

Most income12.24%JEPQ · $1,224 on $10k

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

Held in common0.1%DFSE and JEPQ

Dimensional Emerging Markets Sustainability Core 1 ETF · $593MJPMorgan Nasdaq Equity Premium Income ETF · $41.8B

+16.3%3 years · per year$15,730 · $16,406+17.9%

[…]5 years · per year[…]

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

2.17%12-mo yield$217 · $1,224 on $10k12.24%

Cards for this view

DFSE

Dimensional Emerging Markets Sustainability Core 1

[…]

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureDFSEJEPQ

Fee0.44%0.35%

Cost on $10k a year$44$35

Yield2.17%12.24%

5 years, per year[…][…]

3 years, per year+16.3%+17.9%

Worst drop · 1Y−17.1%−11.5%

Volatility · 1Y24.5%

#
1	VEA	Vanguard FTSE Developed Markets ETFRead Desk	0.03%	2.45%	−0.7%	+12.2%	+15.5%	+20.2%	+8.9%	−11.6%	$231.6B
2	ADFSE	Dimensional Emerging Markets Sustainability Core 1 ETFRead Desk	0.44%	2.17%	−1.5%	+7.7%	+7.0%	+16.3%	new	−17.1%	$593M
3	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.24%	−0.3%	+7.8%	+8.8%	+17.9%	new	−11.5%	$41.8B

#
1	VEA	Vanguard FTSE Developed Markets ETFRead Desk	0.03%	2.45%	−0.7%	+12.2%	+15.5%	+20.2%	+8.9%	−11.6%	$231.6B
2	ADFSE	Dimensional Emerging Markets Sustainability Core 1 ETFRead Desk	0.44%	2.17%	−1.5%	+7.7%	+7.0%	+16.3%	new	−17.1%	$593M
3	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.24%	−0.3%	+7.8%	+8.8%	+17.9%	new	−11.5%	$41.8B

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