Compare · 4 funds side by side · dividends reinvested

VIG, WCME, SCHD and JEPQ

VIGVanguard×WCMEFirst Trust×SCHDSchwab×JEPQJ.P. Morgan×

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, WCME, SCHD and JEPQ, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.96%+33.1%+39.1%+19.6%+10.5%−6.9%11.8%$120B1.5

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.46%+14.8%+17.6%+18.8%+10.7%−7.9%11.0%$109B1.8

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.39%+6.6%+9.2%+18.2%[…]−11.5%16.9%$40.7B2.7

First Trust WCM Developing World Equity ETFInternational · Global0.95%0.38%+1.9%+0.3%[…][…]−17.3%25.7%$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: VIG 2006 · WCME 2020 · SCHD 2011 · JEPQ 2022

Head to Head

Swap sides Versus in desk

Head to Head

YTD

JPMorgan Nasdaq Equity Premium Income ETF · $40.7B$10,655

JEPQ

WCME

First Trust WCM Developing World Equity ETF · $35M$10,192

$10,000 since Jan 1, dividends reinvested · they hold 0.1% in common

JEPQMeasureWCME

+6.6%Year to dateJan 1 → Nov 9+1.9%

+9.2%1 yearTotal return+0.3%

+18.2%3 years · per year$10,000 became $16,495 · […][…]

[…]5 years · per year[…]

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

12.39%Trailing 12-mo yield$1,239 · $38 a year on $10k0.38%

−11.5%Worst dropSmaller is better−17.3%

16.9%VolatilityLower is calmer25.7%

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

6–0JEPQ wins

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

More Ways to See the Pairs

JEPQ vs WCME: Top 5 Holdings

Today

JEPQ

28.6%in top 5

WCME

in top 529.9%

JEPQStockWCME

not top 52330.TW13.2%

7.3%AAPLnot top 5

6.7%NVDAnot top 5

6.0%MSFTnot top 5

not top 5TEVA5.4%

4.4%GOOGnot top 5

4.3%AMZNnot top 5

not top 52269.HK4.2%

not top 5005930.K3.6%

not top 5000660.K3.6%

Held in common0.1%

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

JEPQ vs WCME Returns, Every Period

J.P. MorganJEPQ

+9.2%

past year

WCMEFirst Trust

+0.3%

past year

JEPQWCMEFaded: behind in that period

2–0JEPQ wins

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

JEPQ vs SCHD

YTD

J.P. MorganJEPQ

+6.6%

SCHDSchwab

+33.1%

+6.6%Year to date+33.1%

−11.5%Worst drop · 1Y−6.9%

16.9%Volatility · 1Y11.8%

12.4%Yield3.0%

$40.7BAssets$120B

3–1SCHD wins

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

Cost, Income and Risk

Fees: VIG, WCME, SCHD, JEPQ

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

SCHD0.06%$6

JEPQ0.35%$35

WCME0.95%$95

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

Yields: VIG, WCME, SCHD, JEPQ

12.39%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.39%$1,239

SCHD2.96%$296

VIG1.46%$146

WCME0.38%$38

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

Income After Fees on $10,000

$1,204most kept, JEPQ

JEPQ$1,239 − $35 = $1,204

SCHD$296 − $6 = $290

VIG$146 − $4 = $142

WCME$38 − $95 = −$57

KeptFee

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

Overlap: VIG, WCME, SCHD, JEPQ

Today

26.2%most shared, VIG and JEPQ

VIGWCMESCHDJEPQ

VIG—0.0%14.5%26.2%

WCME0.0%—0.0%0.1%

SCHD14.5%0.0%—3.8%

JEPQ26.2%0.1%3.8%—

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

VIGWorst drop−7.9%11.0% vol

SCHDWorst drop−6.9%11.8% vol

JEPQWorst drop−11.5%16.9% vol

WCMEWorst drop−17.3%25.7% vol

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

Paid More vs Made More

YTD

JEPQSCHD

+6.6%Year to date+33.1%

12.4%Yield3.0%

+9.2%Past year+39.1%

0.35%Fee0.06%

3–1SCHD wins

End-of-day Nov 9, 2026

Popular Pairs Near These Four

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

DGRO vs VIG

YTD

iSharesDGRO

+19.1%

VIGVanguard

+14.8%

+19.1%Year to date+14.8%

1.8%Yield1.5%

$44.7BAssets$109B

2–0DGRO wins

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026