DFUS vs JEPQ

ADFUS

BJEPQ

Measures won3–2DFUS wins · of 6 · 5Y

$10,000 · 5Y$17,473DFUS · JEPI $14,322

Lowest cost0.09%DFUS · $9 on $10k

Most income12.28%JEPQ · $1,228 on $10k

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

Held in common46.7%DFUS and JEPQ

DFUS

JEPQ

Dimensional U.S. Equity ETF · $21.4BJPMorgan Nasdaq Equity Premium Income ETF · $41.8B

+24.1%3 years · per year$19,091 · $17,450+20.4%

+11.8%5 years · per year$17,473 · […][…]

0.09%Expense ratio$9 · $35 on $10k · lower wins0.35%

0.88%12-mo yield$88 · $1,228 on $10k12.28%

−9.0%Worst dropSmaller wins−8.8%

13.1%VolatilityLower wins15.5%

3–2DFUS wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDFUS · JEPQ

6.8%AAPL6.9%

6.5%NVDA6.9%

5.3%MSFT5.5%

3.5%AMZN3.9%

Held in common46.7%

End-of-day Nov 3, 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	ADFUS	Dimensional U.S. Equity ETFRead Desk	0.09%	0.88%	+0.3%	+11.8%	+12.0%	+24.1%	+11.8%	−9.0%	$21.4B
2	JEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.96%	−0.1%	+7.0%	+9.8%	+12.4%	+7.4%	−6.7%	$46.0B
3	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.28%	+0.6%	+7.5%	+8.6%	+20.4%	new	−8.8%	$41.8B

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

All Three

5Y3 funds

#
1	ADFUS	Dimensional U.S. Equity ETFRead Desk	0.09%	0.88%	+0.3%	+11.8%	+12.0%	+24.1%	+11.8%	−9.0%	$21.4B
2	JEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.96%	−0.1%	+7.0%	+9.8%	+12.4%	+7.4%	−6.7%	$46.0B
3	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.28%	+0.6%	+7.5%	+8.6%	+20.4%	new	−8.8%	$41.8B

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

Cards for this view

DFUS vs JEPQ

DFUS

Dimensional U.S. Equity

$17,473

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureDFUSJEPQ

Fee0.09%0.35%

Cost on $10k a year$9$35

Yield0.88%12.28%

5 years, per year+11.8%[…]

3 years, per year+24.1%+20.4%

Worst drop · 1Y−9.0%−8.8%

Volatility · 1Y13.1%15.5%

3–2measures won
DFUS first

46.7%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: DFUS, JEPQ, JEPI

Today

46.7%most shared, DFUS and JEPQ

DFUSJEPQJEPI

DFUS—46.7%37.1%

JEPQ46.7%—26.6%

JEPI37.1%26.6%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$1,193most kept, JEPQ

JEPQ$1,228 − $35 = $1,193

JEPI$796 − $35 = $761

DFUS$88 − $9 = $79

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee