DFSI vs JEPI

ADFSI

BJEPI

Measures won2–3JEPI wins · of 6 · 5Y

$10,000 · 5Y$14,118JEPI

Lowest cost0.24%DFSI · $24 on $10k

Most income8.09%JEPI · $809 on $10k

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

Held in common0.4%DFSI and JEPI

DFSI

JEPI

Dimensional International Sustainability Core 1 ETF · $1.2BJPMorgan Equity Premium Income ETF · $45.2B

+20.0%3 years · per year$17,259 · $13,562+10.7%

[…]5 years · per year[…] · $14,118+7.1%

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

2.31%12-mo yield$231 · $809 on $10k8.09%

−12.3%Worst dropSmaller wins−6.7%

15.9%VolatilityLower wins8.8%

2–3JEPI wins

$10,000 · 5 yearsOne scale

Shared top holdingsDFSI · JEPI

0.4%C1.0%

Held in common0.4%

End-of-day Nov 6, 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%	8.09%	+0.1%	+5.3%	+8.2%	+10.7%	+7.1%	−6.7%	$45.2B
2	ADFSI	Dimensional International Sustainability Core 1 ETFRead Desk		0.24%	2.31%	−0.8%	+6.5%	+12.0%	+20.0%	new	−12.3%	$1.2B

End-of-day Nov 6, 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%	8.09%	+0.1%	+5.3%	+8.2%	+10.7%	+7.1%	−6.7%	$45.2B
2	ADFSI	Dimensional International Sustainability Core 1 ETFRead Desk		0.24%	2.31%	−0.8%	+6.5%	+12.0%	+20.0%	new	−12.3%	$1.2B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

DFSI vs JEPI

DFSI

Dimensional International Sustainability Core 1

[…]

JEPI

JPMorgan Equity Premium Income

$14,118

MeasureDFSIJEPI

Fee0.24%0.35%

Cost on $10k a year$24$35

Yield2.31%8.09%

5 years, per year[…]+7.1%

3 years, per year+20.0%+10.7%

Worst drop · 1Y−12.3%−6.7%

Volatility · 1Y15.9%8.8%

3–2measures won
JEPI first

0.4%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: DFSI, JEPI

Today

0.4%most shared, DFSI and JEPI

DFSIJEPI

DFSI—0.4%

JEPI0.4%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$774most kept, JEPI

JEPI$809 − $35 = $774

DFSI$231 − $24 = $207

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee