DFUS vs JEPQ

ADFUS

BJEPQ

Measures won4–1DFUS wins · of 6 · 5Y

$10,000 · 5Y$16,904DFUS · SCHD $16,267

Lowest cost0.06%SCHD · $6 on $10k

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

Smallest drop−6.9%SCHD · worst fall in 1Y

Held in common46.5%DFUS and JEPQ

DFUS

JEPQ

Dimensional U.S. Equity ETF · $20.9BJPMorgan Nasdaq Equity Premium Income ETF · $42.6B

+21.8%3 years · per year$18,067 · $16,202+17.4%

+11.1%5 years · per year$16,904 · […][…]

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

0.90%12-mo yield$90 · $1,279 on $10k12.79%

−9.0%Worst dropSmaller wins−11.5%

13.9%VolatilityLower wins16.7%

4–1DFUS wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDFUS · JEPQ

7.1%AAPL7.4%

6.0%NVDA6.6%

5.7%MSFT6.1%

3.8%AMZN4.4%

Held in common46.5%

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

All Three

5Y3 funds

#
1	ADFUS	Dimensional U.S. Equity ETFRead Desk	0.09%	0.90%	+0.3%	+8.8%	+9.8%	+21.8%	+11.1%	−9.0%	$20.9B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
3	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.79%	+1.2%	+3.2%	+4.5%	+17.4%	new	−11.5%	$42.6B

End-of-day Nov 6, 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%	0.90%	+0.3%	+8.8%	+9.8%	+21.8%	+11.1%	−9.0%	$20.9B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
3	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.79%	+1.2%	+3.2%	+4.5%	+17.4%	new	−11.5%	$42.6B

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

DFUS vs JEPQ

DFUS

Dimensional U.S. Equity

$16,904

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureDFUSJEPQ

Fee0.09%0.35%

Cost on $10k a year$9$35

Yield0.90%12.79%

5 years, per year+11.1%[…]

3 years, per year+21.8%+17.4%

Worst drop · 1Y−9.0%−11.5%

Volatility · 1Y13.9%16.7%

4–1measures won
DFUS first

46.5%

holdings shared

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

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

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%

$42.6BAssets$46.8B

1–1level

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%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: DFUS, JEPQ, SCHD

Today

46.5%most shared, DFUS and JEPQ

DFUSJEPQSCHD

DFUS—46.5%8.3%

JEPQ46.5%—3.8%

SCHD8.3%3.8%—

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

SCHD$300 − $6 = $294

DFUS$90 − $9 = $81

KeptFee

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