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AJEPQ

BDFAS

Measures won2–3DFAS wins · of 6 · 5Y

$10,000 · 5Y$13,674IJH · DFAS $13,429

Lowest cost0.05%IJH · $5 on $10k

Most income12.37%JEPQ · $1,237 on $10k

Smallest drop−8.8%IJH · worst fall in 1Y

Held in common0.0%JEPQ and DFAS

JPMorgan Nasdaq Equity Premium Income ETF · $42.5BDimensional - US Small Cap ETF · $33.5B

+17.4%3 years · per year$16,188 · $16,080+17.2%

[…]5 years · per year[…] · $13,429+6.1%

0.35%Expense ratio$35 · $30 on $10k · lower wins0.30%

12.37%12-mo yield$1,237 · $101 on $10k

Cards for this view

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

DFAS

Dimensional - US Small Cap

$13,429

MeasureJEPQDFAS

Fee0.35%0.30%

Cost on $10k a year$35$30

Yield12.37%1.01%

5 years, per year[…]+6.1%

3 years, per year+17.4%+17.2%

Worst drop · 1Y−11.5%−9.4%

Volatility · 1Y17.0%

#
1	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.22%	−0.1%	+12.7%	+14.0%	+16.4%	+6.5%	−8.8%	$123.7B
2	BDFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.01%	−0.1%	+15.1%	+17.3%	+17.2%	+6.1%	−9.4%	$33.5B
3	AJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.37%	−1.0%	+6.7%	+7.6%	+17.4%	new	−11.5%	$42.5B

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1	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.22%	−0.1%	+12.7%	+14.0%	+16.4%	+6.5%	−8.8%	$123.7B
2	BDFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.01%	−0.1%	+15.1%	+17.3%	+17.2%	+6.1%	−9.4%	$33.5B
3	AJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.37%	−1.0%	+6.7%	+7.6%	+17.4%	new	−11.5%	$42.5B