DFIP vs JEPQ

ADFIP

BJEPQ

Measures won3–2DFIP wins · of 6 · 5Y

$10,000 · 5Y$9,898BND

Lowest cost0.03%BND · $3 on $10k

Most income12.45%JEPQ · $1,245 on $10k

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

Held in common[…]DFIP and JEPQ

Dimensional - Inflation-Protected Securities ETF · $1.1BJPMorgan Nasdaq Equity Premium Income ETF · $42.0B

+3.9%3 years · per year$11,223 · $16,284+17.6%

[…]5 years · per year[…]

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

5.36%12-mo yield$536 · $1,245 on $10k12.45%

Cards for this view

DFIP

Dimensional - Inflation-Protected Securities

[…]

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureDFIPJEPQ

Fee0.11%0.35%

Cost on $10k a year$11$35

Yield5.36%12.45%

5 years, per year[…][…]

3 years, per year+3.9%+17.6%

Worst drop · 1Y−4.3%−11.5%

Volatility · 1Y3.7%

#
1	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
2	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.45%	−0.5%	+6.0%	+8.8%	+17.6%	new	−11.5%	$42.0B
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	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
2	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.45%	−0.5%	+6.0%	+8.8%	+17.6%	new	−11.5%	$42.0B
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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