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ADFUV

BJEPI

Measures won3–2DFUV wins · of 6 · 5Y

$10,000 · 5Y$16,418SCHD · JEPI $14,519

Lowest cost0.06%SCHD · $6 on $10k

Most income7.87%JEPI · $787 on $10k

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

Held in common22.2%DFUV and JEPI

Dimensional - US Marketwide Value ETF · $15.7BJPMorgan Equity Premium Income ETF · $47.1B

+21.7%3 years · per year$18,044 · $13,696+11.1%

[…]5 years · per year[…] · $14,519+7.7%

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

1.29%12-mo yield$129 · $787 on $10k

Cards for this view

DFUV

Dimensional - US Marketwide Value

[…]

JEPI

JPMorgan Equity Premium Income

$14,519

MeasureDFUVJEPI

Fee0.21%0.35%

Cost on $10k a year$21$35

Yield1.29%7.87%

5 years, per year[…]+7.7%

3 years, per year+21.7%+11.1%

Worst drop · 1Y−6.0%−6.7%

Volatility · 1Y11.9%

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1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.92%	+0.5%	+34.9%	+37.5%	+20.2%	+10.4%	−6.9%	$124.4B
2	BJEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.87%	−0.1%	+8.2%	+9.6%	+11.1%	+7.7%	−6.7%	$47.1B
3	ADFUV	Dimensional - US Marketwide Value ETFRead Desk	0.21%	1.29%	+0.2%	+23.7%	+26.5%	+21.7%	new	−6.0%	$15.7B

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1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.92%	+0.5%	+34.9%	+37.5%	+20.2%	+10.4%	−6.9%	$124.4B
2	BJEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.87%	−0.1%	+8.2%	+9.6%	+11.1%	+7.7%	−6.7%	$47.1B
3	ADFUV	Dimensional - US Marketwide Value ETFRead Desk	0.21%	1.29%	+0.2%	+23.7%	+26.5%	+21.7%	new	−6.0%	$15.7B