Compare · 4 funds side by side · dividends reinvested

VIG, WCMI, JEPI and VWO

VIGVanguard×WCMIFirst Trust×JEPIJ.P. Morgan×VWOVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,638VIG · best of the four

02 / 04

VIG, WCMI, JEPI and VWO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.46%+14.8%+17.6%+18.8%+10.7%−7.9%11.0%$109B1.5

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.93%+7.5%+10.9%+11.0%+7.6%−6.7%9.0%$45.2B2.1

Vanguard FTSE Emerging Markets ETFInternational · Emerging0.06%2.15%+5.6%+6.1%+16.7%+5.1%−11.5%18.2%$125B2.9

First Trust WCM International Equity ETFInternational · Ex-US broad0.85%0.57%+8.7%+12.2%[…][…]−12.5%20.9%$2.1B3.3

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

End-of-day Nov 9, 2026 · returns include dividends · since: VIG 2006 · WCMI 2020 · JEPI 2020 · VWO 2005

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Dividend Appreciation ETF · $109B$16,775

VIG

WCMI

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

$10,000 three years ago, dividends reinvested · they hold 0.5% in common

VIGMeasureWCMI

+14.8%Year to dateJan 1 → Nov 9+8.7%

+17.6%1 yearTotal return+12.2%

+18.8%3 years · per year$10,000 became $16,775 · […][…]

+10.7%5 years · per year$10,000 became $16,638 · […][…]

0.04%Expense ratio$4 · $85 a year on $10k · lower is better0.85%

1.46%Trailing 12-mo yield$146 · $57 a year on $10k0.57%

−7.9%Worst dropSmaller is better−12.5%

11.0%VolatilityLower is calmer20.9%

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

6–0VIG wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

VIG vs WCMI: Top 5 Holdings

Today

VIG

22.1%in top 5

WCMI

in top 522.1%

VIGStockWCMI

not top 52330.TW6.6%

4.9%MSFTnot top 5

4.9%AAPLnot top 5

not top 5CSU.TO4.7%

4.3%AVGOnot top 5

4.1%LLYnot top 5

3.9%JPMnot top 5

not top 5BAB.L3.8%

not top 5SONY3.6%

not top 5TSCO.L3.5%

Held in common0.5%

End-of-day Nov 9, 2026 · share of each fund

VIG vs WCMI Returns, Every Period

VanguardVIG

+17.6%

past year

WCMIFirst Trust

+12.2%

past year

VIGWCMIFaded: behind in that period

2–0VIG wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

VIG vs JEPI

YTD

VanguardVIG

+14.8%

JEPIJ.P. Morgan

+7.5%

+14.8%Year to date+7.5%

−7.9%Worst drop · 1Y−6.7%

11.0%Volatility · 1Y9.0%

1.5%Yield7.9%

$109BAssets$45.2B

3–1JEPI wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: VIG, WCMI, JEPI, VWO

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

VWO0.06%$6

JEPI0.35%$35

WCMI0.85%$85

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: VIG, WCMI, JEPI, VWO

7.93%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.93%$793

VWO2.15%$215

VIG1.46%$146

WCMI0.57%$57

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$758most kept, JEPI

JEPI$793 − $35 = $758

VWO$215 − $6 = $209

VIG$146 − $4 = $142

WCMI$57 − $85 = −$28

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: VIG, WCMI, JEPI, VWO

Today

31.2%most shared, VIG and JEPI

VIGWCMIJEPIVWO

VIG—0.5%31.2%0.0%

WCMI0.5%—0.6%6.8%

JEPI31.2%0.6%—0.0%

VWO0.0%6.8%0.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+17.6%VIG, at 11.0% volatility

JEPIWorst drop−6.7%9.0% vol

VIGWorst drop−7.9%11.0% vol

VWOWorst drop−11.5%18.2% vol

WCMIWorst drop−12.5%20.9% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

JEPIVIG

+7.5%Year to date+14.8%

7.9%Yield1.5%

+10.9%Past year+17.6%

0.35%Fee0.04%

3–1VIG wins

End-of-day Nov 9, 2026

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

VWO vs IEMG

YTD

VanguardVWO

+5.6%

IEMGiShares

+11.4%

+5.6%Year to date+11.4%

2.2%Yield2.4%

$125BAssets$142B

2–0IEMG wins

End-of-day Nov 9, 2026