Compare · 4 funds side by side · dividends reinvested

JEPI, WCMI, DGRO and IEFA

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

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Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,091DGRO · best of the four

Story of the four · IncomeMost incomeJEPI · 7.86% · $786 a year on $10k

Story of the four · RiskSmallest drop

JEPI, WCMI, DGRO and IEFA, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core Dividend Growth ETFIncome · Dividend stocks0.08%1.82%+19.6%+21.4%+20.7%+11.3%−6.5%10.3%$45.9B1.5

iShares Core MSCI EAFE ETFInternational · Developed0.07%3.40%+9.9%+12.2%+18.5%+8.0%−11.5%16.5%$191B2.1

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.86%+8.3%+10.1%+11.1%+7.7%−6.7%9.0%$47.3B2.4

First Trust WCM International Equity ETFInternational · Ex-US broad0.85%0.57%+7.4%+9.4%[…][…]−12.5%21.0%$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 12, 2026 · returns include dividends · since: JEPI 2020 · WCMI 2020 · DGRO 2014 · IEFA 2012

Head to Head

Swap sides Versus in desk

Head to Head

YTD

JPMorgan Equity Premium Income ETF · $47.3B$10,830

More Ways to See the Pairs

JEPI vs WCMI: Top 5 Holdings

Today

JEPI

9.7%in top 5

WCMI

in top 522.3%

JEPIStockWCMI

not top 52330.TW7.1%

not top 5CSU.TO4.4%

not top 5BAB.L3.7%

not top 5NBIS3.7%

not top 5SONY

Cost, Income and Risk

Fees: JEPI, WCMI, DGRO, IEFA

Today

0.07%lowest, IEFA

FundExpense ratioFee$10k

IEFA0.07%$7

DGRO0.08%$8

JEPI0.35%$35

WCMI0.85%$85

End-of-day Nov 12, 2026 · fee on $10,000 a year

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

+34.2%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

VEA vs IEFA

YTD

VanguardVEA

+12.2%

IEFAiShares

+9.9%

JEPI

WCMI

First Trust WCM International Equity ETF · $2.1B$10,737

$10,000 since Jan 1, dividends reinvested · they hold 0.6% in common

JEPIMeasureWCMI

+8.3%Year to dateJan 1 → Nov 12+7.4%

+10.1%1 yearTotal return+9.4%

+11.1%3 years · per year$10,000 became $13,724 · […][…]

+7.7%5 years · per year$10,000 became $14,510 · […][…]

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

7.86%Trailing 12-mo yield$786 · $57 a year on $10k0.57%

−6.7%Worst dropSmaller is better−12.5%

9.0%VolatilityLower is calmer21.0%

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

6–0JEPI wins

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

3.4%

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 common0.6%

End-of-day Nov 12, 2026 · share of each fund

JEPI vs WCMI Returns, Every Period

1Y

J.P. MorganJEPI

+10.1%

past year

WCMIFirst Trust

+9.4%

past year

JEPIWCMIFaded: behind in that period

2–0JEPI wins

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

Income vs International: JEPI vs IEFA

YTD

J.P. MorganJEPI

+8.3%

IEFAiShares

+9.9%

+8.3%Year to date+9.9%

−6.7%Worst drop · 1Y−11.5%

9.0%Volatility · 1Y16.5%

7.9%Yield3.4%

$47.3BAssets$191B

3–1JEPI wins

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

Yields: JEPI, WCMI, DGRO, IEFA

1Y

7.86%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.86%$786

IEFA3.40%$340

DGRO1.82%$182

WCMI0.57%$57

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

Income After Fees on $10,000

1Y

$751most kept, JEPI

JEPI$786 − $35 = $751

IEFA$340 − $7 = $333

DGRO$182 − $8 = $174

WCMI$57 − $85 = −$28

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: JEPI, WCMI, DGRO, IEFA

Today

34.1%most shared, JEPI and DGRO

JEPIWCMIDGROIEFA

JEPI—0.6%34.1%0.0%

WCMI0.6%—0.4%4.1%

DGRO34.1%0.4%—0.0%

IEFA0.0%4.1%0.0%—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

1Y

+21.4%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

WCMIWorst drop−12.5%21.0% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

JEPIDGRO

+8.3%Year to date+19.6%

7.9%Yield1.8%

+10.1%Past year+21.4%

0.35%Fee0.08%

3–1DGRO wins

End-of-day Nov 12, 2026

+7.8%Year to date+8.3%

12.2%Yield7.9%

$42.6BAssets$47.3B

1–1level

End-of-day Nov 12, 2026

+12.2%Year to date+9.9%

2.5%Yield3.4%

$232BAssets$191B

1–1level

End-of-day Nov 12, 2026

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JEPI, WCMI, DGRO and IEFA

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four