DFUV vs JEPQ

ADFUV

BJEPQ

Measures won4–1DFUV wins · of 6 · 5Y

$10,000 · 5Y[…]no history on file

Lowest cost0.21%DFUV · $21 on $10k

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

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

Held in common15.4%DFUV and JEPQ

DFUV

JEPQ

Dimensional - US Marketwide Value ETF · $15.6BJPMorgan Nasdaq Equity Premium Income ETF · $41.8B

+23.1%3 years · per year$18,656 · $17,450+20.4%

[…]5 years · per year[…]

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

1.30%12-mo yield$130 · $1,228 on $10k12.28%

−6.0%Worst dropSmaller wins−8.8%

11.3%VolatilityLower wins15.5%

4–1DFUV wins

$10,000 · 5 yearsOne scale

No price history on file for these funds yet […]

Shared top holdingsDFUV · JEPQ

4.4%AMZN3.9%

1.8%MU4.1%

1.5%META2.6%

1.2%CSCO1.2%

Held in common15.4%

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

Both

5Y2 funds

#			Trend							5Y/yr
1	ADFUV	Dimensional - US Marketwide Value ETFRead Desk		0.21%	1.30%	−0.3%	+22.8%	+28.4%	+23.1%	new	−6.0%	$15.6B
2	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

Both

5Y2 funds

#			Trend							5Y/yr
1	ADFUV	Dimensional - US Marketwide Value ETFRead Desk		0.21%	1.30%	−0.3%	+22.8%	+28.4%	+23.1%	new	−6.0%	$15.6B
2	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

DFUV vs JEPQ

DFUV

Dimensional - US Marketwide Value

[…]

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureDFUVJEPQ

Fee0.21%0.35%

Cost on $10k a year$21$35

Yield1.30%12.28%

5 years, per year[…][…]

3 years, per year+23.1%+20.4%

Worst drop · 1Y−6.0%−8.8%

Volatility · 1Y11.3%15.5%

4–1measures won
DFUV first

15.4%

holdings shared

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

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: DFUV, JEPQ

Today

15.4%most shared, DFUV and JEPQ

DFUVJEPQ

DFUV—15.4%

JEPQ15.4%—

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

DFUV$130 − $21 = $109

KeptFee

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