Compare · 3 funds side by side · dividends reinvested

JEPI, WCME and IEFA

JEPIJ.P. Morgan×WCMEFirst Trust×IEFAiShares×

Story of the three · Growth1Y$10,000 one year agoDividends reinvested · all three on one scale$11,348IEFA · best of the three

02 / 04

JEPI, WCME and IEFA, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core MSCI EAFE ETFInternational · Developed0.07%3.44%+8.5%+13.5%+19.2%+7.9%−11.5%16.2%$193B1.4

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%8.09%+5.2%+8.3%+11.0%+7.1%−6.7%8.8%$46.1B1.6

First Trust WCM Developing World Equity ETFInternational · Global0.95%0.40%−2.7%−3.9%[…][…]−17.3%25.5%$36M3.0

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: JEPI 2020 · WCME 2020 · IEFA 2012

Head to Head

Swap sides Versus in desk

Head to Head

JPMorgan Equity Premium Income ETF · $46.1B$14,108

JEPI

WCME

First Trust WCM Developing World Equity ETF · $36M[…]

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

JEPIMeasureWCME

+5.2%Year to dateJan 1 → Nov 5−2.7%

+8.3%1 yearTotal return−3.9%

+11.0%3 years · per year$10,000 became $13,674 · […][…]

+7.1%5 years · per year$10,000 became $14,108 · […][…]

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

8.09%Trailing 12-mo yield$809 · $40 a year on $10k0.40%

−6.7%Worst dropSmaller is better−17.3%

8.8%VolatilityLower is calmer25.5%

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

6–0JEPI wins

End-of-day Nov 5, 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 531.1%

JEPIStockWCME

not top 52330.TW13.3%

not top 5TEVA5.0%

not top 5402340.K4.3%

not top 5000660.K4.2%

not top 52269.HK4.2%

2.0%MAnot top 5

2.0%MSFTnot top 5

1.9%MMMnot top 5

1.9%AAPLnot top 5

1.9%Vnot top 5

Held in common0.0%

End-of-day Nov 5, 2026 · share of each fund

JEPI vs WCME Returns, Every Period

J.P. MorganJEPI

+8.3%

past year

WCMEFirst Trust

−3.9%

past year

JEPIWCMEFaded: behind in that period

2–0JEPI wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Income vs International: JEPI vs IEFA

YTD

J.P. MorganJEPI

+5.2%

IEFAiShares

+8.5%

+5.2%Year to date+8.5%

−6.7%Worst drop · 1Y−11.5%

8.8%Volatility · 1Y16.2%

8.1%Yield3.4%

$46.1BAssets$193B

3–1JEPI wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: JEPI, WCME, IEFA

Today

0.07%lowest, IEFA

FundExpense ratioFee$10k

IEFA0.07%$7

JEPI0.35%$35

WCME0.95%$95

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: JEPI, WCME, IEFA

8.09%highest, JEPI

FundTrailing yieldYield$10k

JEPI8.09%$809

IEFA3.44%$344

WCME0.40%$40

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$774most kept, JEPI

JEPI$809 − $35 = $774

IEFA$344 − $7 = $337

WCME$40 − $95 = −$55

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: JEPI, WCME, IEFA

Today

1.2%most shared, WCME and IEFA

JEPIWCMEIEFA

JEPI—0.0%0.0%

WCME0.0%—1.2%

IEFA0.0%1.2%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+13.5%IEFA, at 16.2% volatility

JEPIWorst drop−6.7%8.8% vol

IEFAWorst drop−11.5%16.2% vol

WCMEWorst drop−17.3%25.5% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

JEPIIEFA

+5.2%Year to date+8.5%

8.1%Yield3.4%

+8.3%Past year+13.5%

0.35%Fee0.07%

3–1IEFA wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

VEA vs IEFA

YTD

VanguardVEA

+10.2%

IEFAiShares

+8.5%

+10.2%Year to date+8.5%

2.5%Yield3.4%

$232BAssets$193B

1–1level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026