DFIP vs JEPI

ADFIP

BJEPI

Measures won3–2DFIP 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[…]DFIP and JEPI

Dimensional - Inflation-Protected Securities ETF · $1.1BJPMorgan Equity Premium Income ETF · $46.6B

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

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

0.11%Expense ratio$11 · $35 on $10k · lower wins0.35%

5.36%12-mo yield$536 · $792 on $10k

Cards for this view

DFIP

Dimensional - Inflation-Protected Securities

[…]

JEPI

JPMorgan Equity Premium Income

$14,429

MeasureDFIPJEPI

Fee0.11%0.35%

Cost on $10k a year$11$35

Yield5.36%7.92%

5 years, per year[…]+7.6%

3 years, per year+3.9%+10.9%

Worst drop · 1Y−4.3%−6.7%

Volatility · 1Y3.7%

#
1	BJEPI	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	ADFIP	Dimensional - Inflation-Protected Securities ETFRead Desk	0.11%	5.36%	−0.7%	−1.0%	−1.2%	+3.9%	new	−4.3%	$1.1B

#
1	BJEPI	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	ADFIP	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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