JEPI vs DFIP

AJEPI

BDFIP

Measures won2–3DFIP wins · of 6 · 5Y

$10,000 · 5Y$14,429JEPI · BND $9,898

Lowest cost0.03%BND · $3 on $10k

Most income7.92%JEPI · $792 on $10k

Smallest drop−4.3%DFIP · worst fall in 1Y

Held in common[…]JEPI and DFIP

JPMorgan Equity Premium Income ETF · $46.6BDimensional - Inflation-Protected Securities ETF · $1.1B

+10.9%3 years · per year$13,634 · $11,223+3.9%

+7.6%5 years · per year$14,429 · […][…]

0.35%Expense ratio$35 · $11 on $10k · lower wins0.11%

7.92%12-mo yield$792 · $536 on $10k

Cards for this view

JEPI

JPMorgan Equity Premium Income

$14,429

DFIP

Dimensional - Inflation-Protected Securities

[…]

MeasureJEPIDFIP

Fee0.35%0.11%

Cost on $10k a year$35$11

Yield7.92%5.36%

5 years, per year+7.6%[…]

3 years, per year+10.9%+3.9%

Worst drop · 1Y−6.7%−4.3%

Volatility · 1Y9.0%

#
1	AJEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.92%	+0.1%	+7.6%	+10.6%	+10.9%	+7.6%	−6.7%	$46.6B
2	BND	Vanguard Total Bond Market ETFRead Desk	0.03%	4.15%	−0.7%	−0.7%	−0.4%	+4.6%	−0.2%	−4.5%	$161.4B
3	BDFIP	Dimensional - Inflation-Protected Securities ETFRead Desk	0.11%	5.36%	−0.7%	−1.0%	−1.2%	+3.9%	new	−4.3%	$1.1B

#
1	AJEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.92%	+0.1%	+7.6%	+10.6%	+10.9%	+7.6%	−6.7%	$46.6B
2	BND	Vanguard Total Bond Market ETFRead Desk	0.03%	4.15%	−0.7%	−0.7%	−0.4%	+4.6%	−0.2%	−4.5%	$161.4B
3	BDFIP	Dimensional - Inflation-Protected Securities ETFRead Desk	0.11%	5.36%	−0.7%	−1.0%	−1.2%	+3.9%	new	−4.3%	$1.1B

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