DFSE vs JEPQ

ADFSE

BJEPQ

Measures won0–5JEPQ wins · of 6 · 5Y

$10,000 · 5Y$14,734VXUS

Lowest cost0.05%VXUS · $5 on $10k

Most income12.45%JEPQ · $1,245 on $10k

Smallest drop−11.3%VXUS · worst fall in 1Y

Held in common0.1%DFSE and JEPQ

Dimensional Emerging Markets Sustainability Core 1 ETF · $575MJPMorgan Nasdaq Equity Premium Income ETF · $40.7B

+16.2%3 years · per year$15,692 · $16,284+17.6%

[…]5 years · per year[…]

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

2.19%12-mo yield$219 · $1,245 on $10k12.45%

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

Yield2.19%12.45%

5 years, per year[…][…]

3 years, per year+16.2%+17.6%

Worst drop · 1Y−17.1%−11.5%

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	ADFSE	Dimensional Emerging Markets Sustainability Core 1 ETFRead Desk	0.44%	2.19%	−0.9%	+6.7%	+7.8%	+16.2%	new	−17.1%	$575M
3	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.45%	−0.5%	+6.0%	+8.8%	+17.6%	new	−11.5%	$40.7B

#
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	ADFSE	Dimensional Emerging Markets Sustainability Core 1 ETFRead Desk	0.44%	2.19%	−0.9%	+6.7%	+7.8%	+16.2%	new	−17.1%	$575M
3	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.45%	−0.5%	+6.0%	+8.8%	+17.6%	new	−11.5%	$40.7B

Loading…