Compare · 4 funds side by side · dividends reinvested

JEPI, WCMI, SCHD and IEFA

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

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,375SCHD · best of the four

02 / 04

JEPI, WCMI, SCHD and IEFA, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.98%+32.3%+38.7%+20.3%+10.4%−6.9%11.7%$120B1.5

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%8.09%+5.2%+8.3%+11.0%+7.1%−6.7%8.8%$46.8B2.3

iShares Core MSCI EAFE ETFInternational · Developed0.07%3.44%+8.5%+13.5%+19.2%+7.9%−11.5%16.2%$189B2.3

First Trust WCM International Equity ETFInternational · Ex-US broad0.85%0.59%+4.9%+8.3%[…][…]−12.5%20.8%$2.1B4.0

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

End-of-day Nov 5, 2026 · returns include dividends · since: JEPI 2020 · WCMI 2020 · SCHD 2011 · IEFA 2012

Head to Head

Swap sides Versus in desk

Head to Head

JPMorgan Equity Premium Income ETF · $46.8B$13,674

JEPI

WCMI

First Trust WCM International Equity ETF · $2.1B[…]

$10,000 three years ago, dividends reinvested · they hold 0.6% in common

JEPIMeasureWCMI

+5.2%Year to dateJan 1 → Nov 5+4.9%

+8.3%1 yearTotal return+8.3%

+11.0%3 years · per year$10,000 became $13,674 · […][…]

+7.1%5 years · per year$10,000 became $14,108 · […][…]

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

8.09%Trailing 12-mo yield$809 · $59 a year on $10k0.59%

−6.7%Worst dropSmaller is better−12.5%

8.8%VolatilityLower is calmer20.8%

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

5–0JEPI wins

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

More Ways to See the Pairs

JEPI vs WCMI: Top 5 Holdings

Today

JEPI

9.9%in top 5

WCMI

in top 521.9%

JEPIStockWCMI

not top 52330.TW6.8%

not top 5CSU.TO4.5%

not top 5BAB.L3.8%

not top 5TSCO.L3.4%

not top 5SONY3.4%

2.0%MAnot top 5

2.0%MSFTnot top 5

1.9%MMMnot top 5

1.9%AAPLnot top 5

1.9%Vnot top 5

Held in common0.6%

End-of-day Nov 5, 2026 · share of each fund

JEPI vs WCMI Returns, Every Period

J.P. MorganJEPI

+8.3%

past year

WCMIFirst Trust

+8.3%

past year

JEPIWCMIFaded: behind in that period

1–0JEPI wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Income vs International: JEPI vs IEFA

YTD

J.P. MorganJEPI

+5.2%

IEFAiShares

+8.5%

+5.2%Year to date+8.5%

−6.7%Worst drop · 1Y−11.5%

8.8%Volatility · 1Y16.2%

8.1%Yield3.4%

$46.8BAssets$189B

3–1JEPI wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: JEPI, WCMI, SCHD, IEFA

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

IEFA0.07%$7

JEPI0.35%$35

WCMI0.85%$85

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: JEPI, WCMI, SCHD, IEFA

8.09%highest, JEPI

FundTrailing yieldYield$10k

JEPI8.09%$809

IEFA3.44%$344

SCHD2.98%$298

WCMI0.59%$59

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$774most kept, JEPI

JEPI$809 − $35 = $774

IEFA$344 − $7 = $337

SCHD$298 − $6 = $292

WCMI$59 − $85 = −$26

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: JEPI, WCMI, SCHD, IEFA

Today

8.1%most shared, JEPI and SCHD

JEPIWCMISCHDIEFA

JEPI—0.6%8.1%0.0%

WCMI0.6%—0.0%4.0%

SCHD8.1%0.0%—0.0%

IEFA0.0%4.0%0.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+38.7%SCHD, at 11.7% volatility

JEPIWorst drop−6.7%8.8% vol

SCHDWorst drop−6.9%11.7% vol

IEFAWorst drop−11.5%16.2% vol

WCMIWorst drop−12.5%20.8% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

JEPISCHD

+5.2%Year to date+32.3%

8.1%Yield3.0%

+8.3%Past year+38.7%

0.35%Fee0.06%

3–1SCHD wins

End-of-day Nov 5, 2026

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

VEA vs IEFA

YTD

VanguardVEA

+10.2%

IEFAiShares

+8.5%

+10.2%Year to date+8.5%

2.5%Yield3.4%

$232BAssets$189B

1–1level

End-of-day Nov 5, 2026