JEPQ vs DFAS

AJEPQ

BDFAS

Measures won2–3DFAS wins · of 6 · 5Y

$10,000 · 5Y$17,892VTV · DFAS $13,826

Lowest cost0.03%VTV · $3 on $10k

Most income12.20%JEPQ · $1,220 on $10k

Smallest drop−6.4%VTV · worst fall in 1Y

Held in common0.0%JEPQ and DFAS

JPMorgan Nasdaq Equity Premium Income ETF · $41.8BDimensional - US Small Cap ETF · $33.9B

+18.2%3 years · per year$16,525 · $16,103+17.2%

[…]5 years · per year[…] · $13,826+6.7%

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

12.20%12-mo yield$1,220 · $100 on $10k

Cards for this view

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

DFAS

Dimensional - US Small Cap

$13,826

MeasureJEPQDFAS

Fee0.35%0.30%

Cost on $10k a year$35$30

Yield12.20%1.00%

5 years, per year[…]+6.7%

3 years, per year+18.2%+17.2%

Worst drop · 1Y−11.5%−9.4%

Volatility · 1Y16.9%

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.81%	+1.0%	+22.3%	+25.5%	+21.2%	+12.3%	−6.4%	$184.2B
2	BDFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.00%	+0.8%	+16.7%	+19.5%	+17.2%	+6.7%	−9.4%	$33.9B
3	AJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.20%	+2.0%	+8.1%	+9.0%	+18.2%	new	−11.5%	$41.8B

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.81%	+1.0%	+22.3%	+25.5%	+21.2%	+12.3%	−6.4%	$184.2B
2	BDFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.00%	+0.8%	+16.7%	+19.5%	+17.2%	+6.7%	−9.4%	$33.9B
3	AJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.20%	+2.0%	+8.1%	+9.0%	+18.2%	new	−11.5%	$41.8B

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