Compare · 4 funds side by side · dividends reinvested

SCHD, WCME, JEPI and IEFA

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

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,459SCHD · best of the four

02 / 04

SCHD, WCME, JEPI and IEFA, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.96%+33.2%+39.1%+19.6%+10.5%−6.9%11.8%$122B1.5

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.93%+7.5%+10.9%+11.0%+7.6%−6.7%9.0%$45.2B2.3

iShares Core MSCI EAFE ETFInternational · Developed0.07%3.36%+11.1%+15.8%+18.9%+8.3%−11.5%16.5%$193B2.3

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: SCHD 2011 · WCME 2020 · JEPI 2020 · IEFA 2012

Head to Head

Swap sides Versus in desk

Head to Head

YTD

Schwab U.S. Dividend Equity ETF · $122B$13,317

SCHD

WCME

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

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

SCHDMeasureWCME

+33.2%Year to dateJan 1 → Nov 9+1.7%

+39.1%1 yearTotal return+0.1%

+19.6%3 years · per year$10,000 became $17,123 · […][…]

+10.5%5 years · per year$10,000 became $16,459 · […][…]

0.06%Expense ratio$6 · $95 a year on $10k · lower is better0.95%

2.96%Trailing 12-mo yield$296 · $38 a year on $10k0.38%

−6.9%Worst dropSmaller is better−17.3%

11.8%VolatilityLower is calmer25.6%

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

6–0SCHD wins

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

More Ways to See the Pairs

SCHD vs WCME: Top 5 Holdings

Today

SCHD

21.4%in top 5

WCME

in top 529.9%

SCHDStockWCME

not top 52330.TW13.2%

not top 5TEVA5.4%

4.4%PGnot top 5

4.3%TXNnot top 5

4.3%KOnot top 5

4.3%HDnot top 5

not top 52269.HK4.2%

4.1%AMGNnot top 5

not top 5005930.K3.6%

not top 5000660.K3.6%

Held in common0.0%

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

SCHD vs WCME Returns, Every Period

SchwabSCHD

+39.1%

past year

WCMEFirst Trust

+0.1%

past year

SCHDWCMEFaded: behind in that period

2–0SCHD wins

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

SCHD vs JEPI

YTD

SchwabSCHD

+33.2%

JEPIJ.P. Morgan

+7.5%

+33.2%Year to date+7.5%

−6.9%Worst drop · 1Y−6.7%

11.8%Volatility · 1Y9.0%

3.0%Yield7.9%

$122BAssets$45.2B

3–1JEPI wins

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

Cost, Income and Risk

Fees: SCHD, WCME, JEPI, IEFA

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

IEFA0.07%$7

JEPI0.35%$35

WCME0.95%$95

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

Yields: SCHD, WCME, JEPI, IEFA

7.93%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.93%$793

IEFA3.36%$336

SCHD2.96%$296

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

SCHD$296 − $6 = $290

WCME$38 − $95 = −$57

KeptFee

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

Overlap: SCHD, WCME, JEPI, IEFA

Today

8.4%most shared, SCHD and JEPI

SCHDWCMEJEPIIEFA

SCHD—0.0%8.4%0.0%

WCME0.0%—0.0%1.2%

JEPI8.4%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

+39.1%SCHD, at 11.8% volatility

JEPIWorst drop−6.7%9.0% vol

SCHDWorst drop−6.9%11.8% 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

JEPISCHD

+7.5%Year to date+33.2%

7.9%Yield3.0%

+10.9%Past year+39.1%

0.35%Fee0.06%

3–1SCHD 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%

$122BAssets$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$193B

1–1level

End-of-day Nov 9, 2026