DUSB vs JPST

ADUSB

BJPST

Measures won1–2JPST wins · of 6 · 5Y

$10,000 · 5Y$12,102JPST

Lowest cost0.15%DUSB · $15 on $10k

Most income4.14%JPST · $414 on $10k

Smallest drop−0.2%JPST · worst fall in 1Y

Held in common[…]DUSB and JPST

DUSB

JPST

Dimensional Ultrashort Fixed Income ETF · $2.8BJPMorgan Ultra-Short Income ETF · $42.4B

+4.9%3 years · per year$11,527 · $11,557+4.9%

[…]5 years · per year[…] · $12,102+3.9%

0.15%Expense ratio$15 · $18 on $10k · lower wins0.18%

3.92%12-mo yield$392 · $414 on $10k4.14%

−0.2%Worst dropSmaller wins−0.2%

0.6%VolatilityLower wins0.5%

1–2JPST wins

$10,000 · 5 yearsOne scale

Shared top holdingsDUSB · JPST

They share no top holdings, or holdings aren’t on file […]

Held in common[…]

End-of-day Nov 4, 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	BJPST	JPMorgan Ultra-Short Income ETFRead Desk		0.18%	4.14%	0.0%	+2.8%	+3.6%	+4.9%	+3.9%	−0.2%	$42.4B
2	ADUSB	Dimensional Ultrashort Fixed Income ETFRead Desk		0.15%	3.92%	+0.1%	+3.1%	+3.7%	+4.9%	new	−0.2%	$2.8B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BJPST	JPMorgan Ultra-Short Income ETFRead Desk		0.18%	4.14%	0.0%	+2.8%	+3.6%	+4.9%	+3.9%	−0.2%	$42.4B
2	ADUSB	Dimensional Ultrashort Fixed Income ETFRead Desk		0.15%	3.92%	+0.1%	+3.1%	+3.7%	+4.9%	new	−0.2%	$2.8B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

DUSB vs JPST

DUSB

Dimensional Ultrashort Fixed Income

[…]

JPST

JPMorgan Ultra-Short Income

$12,102

MeasureDUSBJPST

Fee0.15%0.18%

Cost on $10k a year$15$18

Yield3.92%4.14%

5 years, per year[…]+3.9%

3 years, per year+4.9%+4.9%

Worst drop · 1Y−0.2%−0.2%

Volatility · 1Y0.6%0.5%

2–1measures won
JPST first

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: DUSB, JPST

Today

[…]holdings […]

DUSBJPST

DUSB—[…]

JPST[…]—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$396most kept, JPST

JPST$414 − $18 = $396

DUSB$392 − $15 = $377

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee