Compare · 4 funds side by side · dividends reinvested

JEPI, WCMG, IEFA and VT

JEPIJ.P. Morgan×WCMGFirst Trust×IEFAiShares×VTVanguard×

02 / 04

−0.1%

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Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$15,733VT · best of the four

Story of the four · IncomeMost incomeJEPI · 7.87% · $787 a year on $10k

Story of the four · RiskSmallest drop

JEPI, WCMG, IEFA and VT, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Total World Stock ETFInternational · Global0.06%1.55%+11.0%+11.6%+20.3%+9.5%−9.7%14.9%$81.8B1.6

iShares Core MSCI EAFE ETFInternational · Developed0.07%3.39%+10.1%+11.7%+18.6%+8.0%−11.5%16.5%$191B2.1

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.87%+8.2%+9.6%+11.1%+7.7%−6.7%9.0%$47.1B2.3

First Trust WCM Global Equity ETFInternational · Global0.85%0.00%[…][…][…][…][…][…]$4M4.0

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

End-of-day Nov 13, 2026 · returns include dividends · since: JEPI 2020 · WCMG 2026 · IEFA 2012 · VT 2008

Head to Head

Swap sides Versus in desk

Head to Head

YTD

JPMorgan Equity Premium Income ETF · $47.1B$10,815

JEPI

More Ways to See the Pairs

JEPI vs WCMG: Top 5 Holdings

Today

JEPI

9.7%in top 5

WCMG

in top 517.5%

JEPIStockWCMG

not top 5GOOGL4.6%

not top 5CSU.TO3.7%

not top 5NBIS3.3%

not top 5IBKR3.0%

not top 52269.HK

Cost, Income and Risk

Fees: JEPI, WCMG, IEFA, VT

Today

0.06%lowest, VT

FundExpense ratioFee$10k

VT0.06%$6

IEFA0.07%$7

JEPI0.35%$35

WCMG0.85%$85

End-of-day Nov 13, 2026 · fee on $10,000 a year

Popular Pairs Near These Four

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.7%

JEPIJ.P. Morgan

+8.2%

+6.7%Year to date+8.2%

12.4%Yield7.9%

$42.5BAssets$47.1B

1–1level

End-of-day Nov 13, 2026

VEA vs IEFA

YTD

VanguardVEA

+12.2%

IEFAiShares

+10.1%

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

WCMG

First Trust WCM Global Equity ETF · $4M[…]

$10,000 since Jan 1, dividends reinvested · they hold 2.8% in common

JEPIMeasureWCMG

+8.2%Year to dateJan 1 → Nov 13[…]

+9.6%1 yearTotal return[…]

+11.1%3 years · per year$10,000 became $13,696 · […][…]

+7.7%5 years · per year$10,000 became $14,519 · […][…]

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

7.87%Trailing 12-mo yield$787 · $0 a year on $10k0.00%

−6.7%Worst dropSmaller is better[…]

9.0%VolatilityLower is calmer[…]

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

2–0JEPI wins

End-of-day Nov 13, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

3.0%

2.0%MAnot top 5

2.0%AAPLnot top 5

1.9%MSFTnot top 5

1.9%AMZNnot top 5

1.9%MMMnot top 5

Held in common2.8%

End-of-day Nov 13, 2026 · share of each fund

JEPI vs WCMG Returns, Every Period

1Y

J.P. MorganJEPI

+9.6%

past year

WCMGFirst Trust

[…]

past year

Returns […]

JEPIWCMGFaded: behind in that period

0–0Level

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

Income vs International: JEPI vs IEFA

YTD

J.P. MorganJEPI

+8.2%

IEFAiShares

+10.1%

+8.2%Year to date+10.1%

−6.7%Worst drop · 1Y−11.5%

9.0%Volatility · 1Y16.5%

7.9%Yield3.4%

$47.1BAssets$191B

3–1JEPI wins

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

Yields: JEPI, WCMG, IEFA, VT

1Y

7.87%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.87%$787

IEFA3.39%$339

VT1.55%$155

WCMG0.00%$0

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$752most kept, JEPI

JEPI$787 − $35 = $752

IEFA$339 − $7 = $332

VT$155 − $6 = $149

WCMG$0 − $85 = −$85

KeptFee

End-of-day Nov 13, 2026 · yield in dollars minus the fee

Overlap: JEPI, WCMG, IEFA, VT

Today

28.2%most shared, JEPI and VT

JEPIWCMGIEFAVT

JEPI—2.8%0.0%28.2%

WCMG2.8%—2.7%4.4%

IEFA0.0%2.7%—17.9%

VT28.2%4.4%17.9%—

End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

1Y

+11.7%IEFA, at 16.5% volatility

JEPIWorst drop−6.7%9.0% vol

VTWorst drop−9.7%14.9% vol

IEFAWorst drop−11.5%16.5% vol

WCMGWorst drop[…][…]

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

JEPIVT

+8.2%Year to date+11.0%

7.9%Yield1.6%

+9.6%Past year+11.6%

0.35%Fee0.06%

3–1VT wins

End-of-day Nov 13, 2026

+12.2%Year to date+10.1%

2.5%Yield3.4%

$232BAssets$191B

1–1level

End-of-day Nov 13, 2026

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 13, 2026

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JEPI, WCMG, IEFA and VT

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four