DFUV vs JEPI

ADFUV

BJEPI

Measures won3–2DFUV wins · of 6 · 5Y

$10,000 · 5Y$14,118JEPI

Lowest cost0.21%DFUV · $21 on $10k

Most income8.09%JEPI · $809 on $10k

Smallest drop−6.0%DFUV · worst fall in 1Y

Held in common22.0%DFUV and JEPI

DFUV

JEPI

Dimensional - US Marketwide Value ETF · $15.3BJPMorgan Equity Premium Income ETF · $45.2B

+21.2%3 years · per year$17,821 · $13,562+10.7%

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

0.21%Expense ratio$21 · $35 on $10k · lower wins0.35%

1.32%12-mo yield$132 · $809 on $10k8.09%

−6.0%Worst dropSmaller wins−6.7%

11.7%VolatilityLower wins8.8%

3–2DFUV wins

$10,000 · 5 yearsOne scale

Shared top holdingsDFUV · JEPI

4.9%AMZN1.9%

1.7%JNJ1.8%

1.5%META1.6%

1.0%RTX1.2%

Held in common22.0%

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	ADFUV	Dimensional - US Marketwide Value ETFRead Desk		0.21%	1.32%	−0.2%	+20.3%	+25.9%	+21.2%	new	−6.0%	$15.3B

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	ADFUV	Dimensional - US Marketwide Value ETFRead Desk		0.21%	1.32%	−0.2%	+20.3%	+25.9%	+21.2%	new	−6.0%	$15.3B

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

DFUV vs JEPI

DFUV

Dimensional - US Marketwide Value

[…]

JEPI

JPMorgan Equity Premium Income

$14,118

MeasureDFUVJEPI

Fee0.21%0.35%

Cost on $10k a year$21$35

Yield1.32%8.09%

5 years, per year[…]+7.1%

3 years, per year+21.2%+10.7%

Worst drop · 1Y−6.0%−6.7%

Volatility · 1Y11.7%8.8%

3–2measures won
DFUV first

22.0%

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: DFUV, JEPI

Today

22.0%most shared, DFUV and JEPI

DFUVJEPI

DFUV—22.0%

JEPI22.0%—

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

DFUV$132 − $21 = $111

KeptFee

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