DFSI vs JEPQ

ADFSI

BJEPQ

Measures won3–2DFSI wins · of 6 · 5Y

$10,000 · 5Y[…]no history on file

Lowest cost0.24%DFSI · $24 on $10k

Most income12.79%JEPQ · $1,279 on $10k

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

Held in common1.2%DFSI and JEPQ

DFSI

JEPQ

Dimensional International Sustainability Core 1 ETF · $1.2BJPMorgan Nasdaq Equity Premium Income ETF · $40.7B

+20.0%3 years · per year$17,259 · $16,202+17.4%

[…]5 years · per year[…]

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

2.31%12-mo yield$231 · $1,279 on $10k12.79%

−12.3%Worst dropSmaller wins−11.5%

15.9%VolatilityLower wins16.7%

3–2DFSI wins

$10,000 · 5 yearsOne scale

No price history on file for these funds yet […]

Shared top holdingsDFSI · JEPQ

2.1%ASML0.8%

0.3%SHOP0.6%

0.0%NBIS0.1%

Held in common1.2%

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							5Y/yr
1	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
2	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk		0.35%	12.79%	+1.2%	+3.2%	+4.5%	+17.4%	new	−11.5%	$40.7B

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							5Y/yr
1	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
2	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk		0.35%	12.79%	+1.2%	+3.2%	+4.5%	+17.4%	new	−11.5%	$40.7B

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 JEPQ

DFSI

Dimensional International Sustainability Core 1

[…]

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureDFSIJEPQ

Fee0.24%0.35%

Cost on $10k a year$24$35

Yield2.31%12.79%

5 years, per year[…][…]

3 years, per year+20.0%+17.4%

Worst drop · 1Y−12.3%−11.5%

Volatility · 1Y15.9%16.7%

3–2measures won
DFSI first

1.2%

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, JEPQ

Today

1.2%most shared, DFSI and JEPQ

DFSIJEPQ

DFSI—1.2%

JEPQ1.2%—

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

Income After Fees on $10,000

$1,244most kept, JEPQ

JEPQ$1,279 − $35 = $1,244

DFSI$231 − $24 = $207

KeptFee

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