Compare · 4 funds side by side · dividends reinvested

JEPQ, WCMI, IEFA and SCHD

JEPQJ.P. Morgan×WCMIFirst Trust×IEFAiShares×SCHDSchwab×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,267SCHD · best of the four

02 / 04

JEPQ, WCMI, IEFA and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%3.00%+31.4%+37.0%+20.0%+10.2%−6.9%11.7%$120B1.3

iShares Core MSCI EAFE ETFInternational · Developed0.07%3.47%+7.7%+11.9%+18.5%+7.8%−11.5%16.2%$189B2.0

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.79%+3.2%+4.5%+17.4%[…]−11.5%16.7%$42.6B3.0

First Trust WCM International Equity ETFInternational · Ex-US broad0.85%0.58%+5.8%+7.9%[…][…]−12.5%20.8%$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 6, 2026 · returns include dividends · since: JEPQ 2022 · WCMI 2020 · IEFA 2012 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

JPMorgan Nasdaq Equity Premium Income ETF · $42.6B$10,446

JEPQ

WCMI

First Trust WCM International Equity ETF · $2.1B$10,787

$10,000 one year ago, dividends reinvested · they hold 0.1% in common

JEPQMeasureWCMI

+3.2%Year to dateJan 1 → Nov 6+5.8%

+4.5%1 yearTotal return+7.9%

+17.4%3 years · per year$10,000 became $16,202 · […][…]

[…]5 years · per year[…]

0.35%Expense ratio$35 · $85 a year on $10k · lower is better0.85%

12.79%Trailing 12-mo yield$1,279 · $58 a year on $10k0.58%

−11.5%Worst dropSmaller is better−12.5%

16.7%VolatilityLower is calmer20.8%

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

4–2JEPQ wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

JEPQ vs WCMI: Top 5 Holdings

Today

JEPQ

28.9%in top 5

WCMI

in top 522.2%

JEPQStockWCMI

7.4%AAPLnot top 5

6.6%NVDAnot top 5

not top 52330.TW6.4%

6.1%MSFTnot top 5

not top 5CSU.TO4.7%

4.4%GOOGnot top 5

4.4%AMZNnot top 5

not top 5BAB.L3.8%

not top 5SONY3.7%

not top 5TSCO.L3.6%

Held in common0.1%

End-of-day Nov 6, 2026 · share of each fund

JEPQ vs WCMI Returns, Every Period

J.P. MorganJEPQ

+4.5%

past year

WCMIFirst Trust

+7.9%

past year

JEPQWCMIFaded: behind in that period

0–2WCMI wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Income vs International: JEPQ vs IEFA

YTD

J.P. MorganJEPQ

+3.2%

IEFAiShares

+7.7%

+3.2%Year to date+7.7%

−11.5%Worst drop · 1Y−11.5%

16.7%Volatility · 1Y16.2%

12.8%Yield3.5%

$42.6BAssets$189B

2–1IEFA wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: JEPQ, WCMI, IEFA, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

IEFA0.07%$7

JEPQ0.35%$35

WCMI0.85%$85

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: JEPQ, WCMI, IEFA, SCHD

12.79%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.79%$1,279

IEFA3.47%$347

SCHD3.00%$300

WCMI0.58%$58

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$1,244most kept, JEPQ

JEPQ$1,279 − $35 = $1,244

IEFA$347 − $7 = $340

SCHD$300 − $6 = $294

WCMI$58 − $85 = −$27

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: JEPQ, WCMI, IEFA, SCHD

Today

4.0%most shared, WCMI and IEFA

JEPQWCMIIEFASCHD

JEPQ—0.1%0.1%3.8%

WCMI0.1%—4.0%0.0%

IEFA0.1%4.0%—0.0%

SCHD3.8%0.0%0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+37.0%SCHD, at 11.7% volatility

SCHDWorst drop−6.9%11.7% vol

IEFAWorst drop−11.5%16.2% vol

JEPQWorst drop−11.5%16.7% vol

WCMIWorst drop−12.5%20.8% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQSCHD

+3.2%Year to date+31.4%

12.8%Yield3.0%

+4.5%Past year+37.0%

0.35%Fee0.06%

3–1SCHD wins

End-of-day Nov 6, 2026

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

VEA vs IEFA

YTD

VanguardVEA

+9.7%

IEFAiShares

+7.7%

+9.7%Year to date+7.7%

2.5%Yield3.5%

$232BAssets$189B

1–1level

End-of-day Nov 6, 2026