Compare · 4 funds side by side · dividends reinvested

CGDV, WCMI, VXUS and JEPI

CGDVCapital Group×WCMIFirst Trust×VXUSVanguard×JEPIJ.P. Morgan×

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Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$14,734VXUS · best of the four

Story of the four · IncomeMost incomeJEPI · 7.92% · $792 a year on $10k

Story of the four · RiskSmallest drop

CGDV, WCMI, VXUS and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.24%+12.1%+15.4%+23.3%[…]−9.7%13.5%$38.8B1.7

Vanguard Total International Stock ETFInternational · Ex-US broad0.05%2.40%+10.4%+14.3%+18.7%+8.1%−11.3%17.9%$163B2.0

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.92%+7.6%+10.6%+10.9%+7.6%−6.7%9.0%$46.6B2.4

First Trust WCM International Equity ETFInternational · Ex-US broad0.85%0.57%+8.0%+11.8%[…][…]−12.5%20.9%$2.1B3.7

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 10, 2026 · returns include dividends · since: CGDV 2022 · WCMI 2020 · VXUS 2011 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

1Y

Vanguard Total International Stock ETF · $163B$11,428

More Ways to See the Pairs

VXUS vs WCMI: Top 5 Holdings

Today

VXUS

10.2%in top 5

WCMI

in top 522.0%

VXUSStockWCMI

4.2%2330.TW6.7%

not top 5CSU.TO4.4%

not top 5BAB.L3.9%

not top 5SONY3.5%

not top 5LTMC.MI

Cost, Income and Risk

Fees: CGDV, WCMI, VXUS, JEPI

Today

0.05%lowest, VXUS

FundExpense ratioFee$10k

VXUS0.05%$5

CGDV0.33%$33

JEPI0.35%$35

WCMI0.85%$85

End-of-day Nov 10, 2026 · fee on $10,000 a year

Popular Pairs Near These Four

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

+6.0%Year to date+7.6%

12.4%Yield7.9%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 10, 2026

VXUS vs IXUS

YTD

VanguardVXUS

+10.4%

IXUSiShares

+10.8%

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

VXUS

WCMI

First Trust WCM International Equity ETF · $2.1B$11,184

$10,000 one year ago, dividends reinvested · they hold 8.7% in common

VXUSMeasureWCMI

+10.4%Year to dateJan 1 → Nov 10+8.0%

+14.3%1 yearTotal return+11.8%

+18.7%3 years · per year$10,000 became $16,719 · […][…]

+8.1%5 years · per year$10,000 became $14,734 · […][…]

0.05%Expense ratio$5 · $85 a year on $10k · lower is better0.85%

2.40%Trailing 12-mo yield$240 · $57 a year on $10k0.57%

−11.3%Worst dropSmaller is better−12.5%

17.9%VolatilityLower is calmer20.9%

VXUSWCMI Winner of the row, in its colourEach row: the bigger of the two fills its side

6–0VXUS wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

3.5%

2.0%005930.Knot top 5

1.7%000660.Knot top 5

1.5%ASML.ASnot top 5

0.8%0700.HKnot top 5

Held in common8.7%

End-of-day Nov 10, 2026 · share of each fund

VXUS vs WCMI Returns, Every Period

1Y

VanguardVXUS

+14.3%

past year

WCMIFirst Trust

+11.8%

past year

VXUSWCMIFaded: behind in that period

2–0VXUS wins

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

International vs Income: VXUS vs JEPI

YTD

VanguardVXUS

+10.4%

JEPIJ.P. Morgan

+7.6%

+10.4%Year to date+7.6%

−11.3%Worst drop · 1Y−6.7%

17.9%Volatility · 1Y9.0%

2.4%Yield7.9%

$163BAssets$46.6B

3–1JEPI wins

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

Yields: CGDV, WCMI, VXUS, JEPI

1Y

7.92%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.92%$792

VXUS2.40%$240

CGDV1.24%$124

WCMI0.57%$57

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$757most kept, JEPI

JEPI$792 − $35 = $757

VXUS$240 − $5 = $235

CGDV$124 − $33 = $91

WCMI$57 − $85 = −$28

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: CGDV, WCMI, VXUS, JEPI

Today

27.3%most shared, CGDV and JEPI

CGDVWCMIVXUSJEPI

CGDV—1.6%0.6%27.3%

WCMI1.6%—8.7%0.6%

VXUS0.6%8.7%—0.0%

JEPI27.3%0.6%0.0%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

1Y

+15.4%CGDV, at 13.5% volatility

JEPIWorst drop−6.7%9.0% vol

CGDVWorst drop−9.7%13.5% vol

VXUSWorst drop−11.3%17.9% vol

WCMIWorst drop−12.5%20.9% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

JEPICGDV

+7.6%Year to date+12.1%

7.9%Yield1.2%

+10.6%Past year+15.4%

0.35%Fee0.33%

3–1CGDV wins

End-of-day Nov 10, 2026

+10.4%Year to date+10.8%

2.4%Yield3.0%

$163BAssets$57.6B

2–0IXUS wins

End-of-day Nov 10, 2026

+33.8%Year to date+15.1%

2.9%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

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CGDV, WCMI, VXUS and JEPI

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four