Compare · 4 funds side by side · dividends reinvested

JEPI, WCME, DGRO and IEFA

JEPIJ.P. Morgan×WCMEFirst Trust×DGROiShares×IEFAiShares×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,131DGRO · best of the four

02 / 04

JEPI, WCME, DGRO and IEFA, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core Dividend Growth ETFIncome · Dividend stocks0.08%1.84%+18.8%+22.9%+20.7%+11.4%−6.5%10.3%$44.7B1.5

iShares Core MSCI EAFE ETFInternational · Developed0.07%3.36%+11.1%+15.8%+18.9%+8.3%−11.5%16.5%$187B2.1

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.93%+7.5%+10.9%+11.0%+7.6%−6.7%9.0%$45.2B2.4

First Trust WCM Developing World Equity ETFInternational · Global0.95%0.38%+1.7%+0.1%[…][…]−17.3%25.6%$35M4.0

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

End-of-day Nov 9, 2026 · returns include dividends · since: JEPI 2020 · WCME 2020 · DGRO 2014 · IEFA 2012

Head to Head

Swap sides Versus in desk

Head to Head

YTD

JPMorgan Equity Premium Income ETF · $45.2B$10,746

JEPI

WCME

First Trust WCM Developing World Equity ETF · $35M$10,169

$10,000 since Jan 1, dividends reinvested · they hold 0.0% in common

JEPIMeasureWCME

+7.5%Year to dateJan 1 → Nov 9+1.7%

+10.9%1 yearTotal return+0.1%

+11.0%3 years · per year$10,000 became $13,679 · […][…]

+7.6%5 years · per year$10,000 became $14,448 · […][…]

0.35%Expense ratio$35 · $95 a year on $10k · lower is better0.95%

7.93%Trailing 12-mo yield$793 · $38 a year on $10k0.38%

−6.7%Worst dropSmaller is better−17.3%

9.0%VolatilityLower is calmer25.6%

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

6–0JEPI wins

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

More Ways to See the Pairs

JEPI vs WCME: Top 5 Holdings

Today

JEPI

9.9%in top 5

WCME

in top 529.9%

JEPIStockWCME

not top 52330.TW13.2%

not top 5TEVA5.4%

not top 52269.HK4.2%

not top 5005930.K3.6%

not top 5000660.K3.6%

2.0%MAnot top 5

2.0%MSFTnot top 5

2.0%AAPLnot top 5

1.9%Vnot top 5

1.9%MMMnot top 5

Held in common0.0%

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

JEPI vs WCME Returns, Every Period

J.P. MorganJEPI

+10.9%

past year

WCMEFirst Trust

+0.1%

past year

JEPIWCMEFaded: behind in that period

2–0JEPI wins

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

Income vs International: JEPI vs IEFA

YTD

J.P. MorganJEPI

+7.5%

IEFAiShares

+11.1%

+7.5%Year to date+11.1%

−6.7%Worst drop · 1Y−11.5%

9.0%Volatility · 1Y16.5%

7.9%Yield3.4%

$45.2BAssets$187B

3–1JEPI wins

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

Cost, Income and Risk

Fees: JEPI, WCME, DGRO, IEFA

Today

0.07%lowest, IEFA

FundExpense ratioFee$10k

IEFA0.07%$7

DGRO0.08%$8

JEPI0.35%$35

WCME0.95%$95

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

Yields: JEPI, WCME, DGRO, IEFA

7.93%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.93%$793

IEFA3.36%$336

DGRO1.84%$184

WCME0.38%$38

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

Income After Fees on $10,000

$758most kept, JEPI

JEPI$793 − $35 = $758

IEFA$336 − $7 = $329

DGRO$184 − $8 = $176

WCME$38 − $95 = −$57

KeptFee

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

Overlap: JEPI, WCME, DGRO, IEFA

Today

34.4%most shared, JEPI and DGRO

JEPIWCMEDGROIEFA

JEPI—0.0%34.4%0.0%

WCME0.0%—0.0%1.2%

DGRO34.4%0.0%—0.0%

IEFA0.0%1.2%0.0%—

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

Return vs Bumpiness: 4 ETFs

+22.9%DGRO, at 10.3% volatility

JEPIWorst drop−6.7%9.0% vol

DGROWorst drop−6.5%10.3% vol

IEFAWorst drop−11.5%16.5% vol

WCMEWorst drop−17.3%25.6% vol

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

Paid More vs Made More

YTD

JEPIDGRO

+7.5%Year to date+18.8%

7.9%Yield1.8%

+10.9%Past year+22.9%

0.35%Fee0.08%

3–1DGRO 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

VEA vs IEFA

YTD

VanguardVEA

+12.9%

IEFAiShares

+11.1%

+12.9%Year to date+11.1%

2.4%Yield3.4%

$232BAssets$187B

1–1level

End-of-day Nov 9, 2026