DFSI vs JEPQ

ADFSI

BJEPQ

Measures won3–2DFSI wins · of 6 · 5Y

$10,000 · 5Y$14,758VXUS

Lowest cost0.05%VXUS · $5 on $10k

Most income12.39%JEPQ · $1,239 on $10k

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

Held in common1.3%DFSI and JEPQ

DFSI

JEPQ

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

+20.2%3 years · per year$17,385 · $16,495+18.2%

[…]5 years · per year[…]

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

2.25%12-mo yield$225 · $1,239 on $10k12.39%

−12.3%Worst dropSmaller wins−11.5%

16.2%VolatilityLower wins16.9%

3–2DFSI wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDFSI · JEPQ

2.3%ASML0.9%

0.4%SHOP0.6%

0.0%NBIS0.2%

Held in common1.3%

End-of-day Nov 9, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	VXUS	Vanguard Total International Stock ETFRead Desk	0.05%	2.39%	+2.8%	+11.1%	+15.3%	+19.5%	+8.1%	−11.3%	$163.2B
2	ADFSI	Dimensional International Sustainability Core 1 ETFRead Desk	0.24%	2.25%	+2.9%	+9.6%	+15.8%	+20.2%	new	−12.3%	$1.2B
3	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.39%	+3.2%	+6.6%	+9.2%	+18.2%	new	−11.5%	$40.7B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	VXUS	Vanguard Total International Stock ETFRead Desk	0.05%	2.39%	+2.8%	+11.1%	+15.3%	+19.5%	+8.1%	−11.3%	$163.2B
2	ADFSI	Dimensional International Sustainability Core 1 ETFRead Desk	0.24%	2.25%	+2.9%	+9.6%	+15.8%	+20.2%	new	−12.3%	$1.2B
3	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.39%	+3.2%	+6.6%	+9.2%	+18.2%	new	−11.5%	$40.7B

End-of-day Nov 9, 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

Yield2.25%12.39%

5 years, per year[…][…]

3 years, per year+20.2%+18.2%

Worst drop · 1Y−12.3%−11.5%

Volatility · 1Y16.2%16.9%

3–2measures won
DFSI first

1.3%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

VXUS vs IXUS

YTD

VanguardVXUS

+11.1%

IXUSiShares

+11.5%

+11.1%Year to date+11.5%

2.4%Yield3.0%

$163BAssets$56.4B

2–0IXUS wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

Overlap: DFSI, JEPQ, VXUS

Today

34.2%most shared, DFSI and VXUS

DFSIJEPQVXUS

DFSI—1.3%34.2%

JEPQ1.3%—0.1%

VXUS34.2%0.1%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$1,204most kept, JEPQ

JEPQ$1,239 − $35 = $1,204

VXUS$239 − $5 = $234

DFSI$225 − $24 = $201

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee