Compare · 4 funds side by side · dividends reinvested

SCHD, WCME, JEPQ and IEFA

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

02 / 04

Search ETFs and stocks

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,418SCHD · best of the four

Story of the four · IncomeMost incomeJEPQ · 12.20% · $1,220 a year on $10k

Story of the four · RiskSmallest drop

SCHD, WCME, JEPQ and IEFA, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.93%+34.6%+39.3%+19.9%+10.4%−6.9%11.8%$123B1.3

iShares Core MSCI EAFE ETFInternational · Developed0.07%3.38%+10.7%+13.7%+18.5%+8.1%−11.5%16.5%$192B2.0

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.20%+8.1%+9.0%+18.2%[…]−11.5%16.9%$42.0B2.7

First Trust WCM Developing World Equity ETFInternational · Global0.95%0.37%+3.7%+1.1%[…][…]−17.3%25.7%$36M4.0

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

End-of-day Nov 11, 2026 · returns include dividends · since: SCHD 2011 · WCME 2020 · JEPQ 2022 · IEFA 2012

Head to Head

Swap sides Versus in desk

Head to Head

1Y

Schwab U.S. Dividend Equity ETF · $123B$13,929

More Ways to See the Pairs

SCHD vs WCME: Top 5 Holdings

Today

SCHD

21.7%in top 5

WCME

in top 530.5%

SCHDStockWCME

not top 52330.TW13.6%

not top 5TEVA5.2%

4.6%TXNnot top 5

4.4%PGnot top 5

4.3%HDnot top 5

Cost, Income and Risk

Fees: SCHD, WCME, JEPQ, IEFA

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

IEFA0.07%$7

JEPQ0.35%$35

WCME0.95%$95

End-of-day Nov 11, 2026 · fee on $10,000 a year

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

VEA vs IEFA

YTD

VanguardVEA

+13.0%

IEFAiShares

+10.7%

SCHD

WCME

First Trust WCM Developing World Equity ETF · $36M$10,108

$10,000 one year ago, dividends reinvested · they hold 0.0% in common

SCHDMeasureWCME

+34.6%Year to dateJan 1 → Nov 11+3.7%

+39.3%1 yearTotal return+1.1%

+19.9%3 years · per year$10,000 became $17,234 · […][…]

+10.4%5 years · per year$10,000 became $16,418 · […][…]

0.06%Expense ratio$6 · $95 a year on $10k · lower is better0.95%

2.93%Trailing 12-mo yield$293 · $37 a year on $10k0.37%

−6.9%Worst dropSmaller is better−17.3%

11.8%VolatilityLower is calmer25.7%

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

6–0SCHD wins

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

4.3%KOnot top 5

not top 52269.HK4.2%

4.1%AMGNnot top 5

not top 5000660.K3.8%

not top 5005930.K3.7%

Held in common0.0%

End-of-day Nov 11, 2026 · share of each fund

SCHD vs WCME Returns, Every Period

1Y

SchwabSCHD

+39.3%

past year

WCMEFirst Trust

+1.1%

past year

SCHDWCMEFaded: behind in that period

2–0SCHD wins

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

SCHD vs JEPQ

YTD

SchwabSCHD

+34.6%

JEPQJ.P. Morgan

+8.1%

+34.6%Year to date+8.1%

−6.9%Worst drop · 1Y−11.5%

11.8%Volatility · 1Y16.9%

2.9%Yield12.2%

$123BAssets$42.0B

3–1SCHD wins

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

Yields: SCHD, WCME, JEPQ, IEFA

1Y

12.20%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.20%$1,220

IEFA3.38%$338

SCHD2.93%$293

WCME0.37%$37

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$1,185most kept, JEPQ

JEPQ$1,220 − $35 = $1,185

IEFA$338 − $7 = $331

SCHD$293 − $6 = $287

WCME$37 − $95 = −$58

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: SCHD, WCME, JEPQ, IEFA

Today

3.8%most shared, SCHD and JEPQ

SCHDWCMEJEPQIEFA

SCHD—0.0%3.8%0.0%

WCME0.0%—0.1%1.2%

JEPQ3.8%0.1%—0.1%

IEFA0.0%1.2%0.1%—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

1Y

+39.3%SCHD, at 11.8% volatility

SCHDWorst drop−6.9%11.8% vol

IEFAWorst drop−11.5%16.5% vol

JEPQWorst drop−11.5%16.9% vol

WCMEWorst drop−17.3%25.7% vol

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQSCHD

+8.1%Year to date+34.6%

12.2%Yield2.9%

+9.0%Past year+39.3%

0.35%Fee0.06%

3–1SCHD wins

End-of-day Nov 11, 2026

+8.1%Year to date+8.6%

12.2%Yield7.8%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 11, 2026

+13.0%Year to date+10.7%

2.4%Yield3.4%

$232BAssets$192B

1–1level

End-of-day Nov 11, 2026

Loading…

SCHD, WCME, JEPQ and IEFA

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four