Compare · 4 funds side by side · dividends reinvested

JEPI, WCMG, IEFA and IEMG

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

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Story of the four · Growth3Y$10,000 three years agoDividends reinvested · all four on one scale$16,772IEMG · best of the four

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

Story of the four · RiskSmallest drop

JEPI, WCMG, IEFA and IEMG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core MSCI EAFE ETFInternational · Developed0.07%3.40%+9.9%+12.2%+18.5%+8.0%−11.5%16.5%$191B1.6

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.86%+8.3%+10.1%+11.1%+7.7%−6.7%9.0%$47.3B2.1

iShares Core MSCI Emerging Markets ETFInternational · Emerging0.09%2.41%+11.7%+11.5%+18.8%+6.6%−17.8%25.8%$147B2.3

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 12, 2026 · returns include dividends · since: JEPI 2020 · WCMG 2026 · IEFA 2012 · IEMG 2012

Head to Head

Swap sides Versus in desk

Head to Head

5Y

JPMorgan Equity Premium Income ETF · $47.3B

More Ways to See the Pairs

JEPI vs WCMG: Top 5 Holdings

Today

JEPI

9.7%in top 5

WCMG

in top 518.0%

JEPIStockWCMG

not top 5GOOGL4.5%

not top 5NBIS3.9%

not top 5CSU.TO3.6%

not top 5IBKR3.1%

not top 5EBAY

Cost, Income and Risk

Fees: JEPI, WCMG, IEFA, IEMG

Today

0.07%lowest, IEFA

FundExpense ratioFee$10k

IEFA0.07%$7

IEMG0.09%$9

JEPI0.35%$35

WCMG0.85%$85

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

Popular Pairs Near These Four

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

+7.8%Year to date+8.3%

12.2%Yield7.9%

$42.6BAssets$47.3B

1–1level

End-of-day Nov 12, 2026

VEA vs IEFA

YTD

VanguardVEA

+12.2%

IEFAiShares

+9.9%

VWO vs IEMG

YTD

VanguardVWO

+5.3%

IEMGiShares

+11.7%

$14,510

JEPI

WCMG

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

$10,000 five years ago, dividends reinvested · they hold 2.8% in common

JEPIMeasureWCMG

+8.3%Year to dateJan 1 → Nov 12[…]

+10.1%1 yearTotal return[…]

+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 · $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 12, 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 12, 2026 · share of each fund

JEPI vs WCMG Returns, Every Period

1Y

J.P. MorganJEPI

+10.1%

past year

WCMGFirst Trust

[…]

past year

Returns […]

JEPIWCMGFaded: behind in that period

0–0Level

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, WCMG, IEFA, IEMG

1Y

7.86%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.86%$786

IEFA3.40%$340

IEMG2.41%$241

WCMG0.00%$0

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

IEMG$241 − $9 = $232

WCMG$0 − $85 = −$85

KeptFee

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

Overlap: JEPI, WCMG, IEFA, IEMG

Today

2.9%most shared, WCMG and IEMG

JEPIWCMGIEFAIEMG

JEPI—2.8%0.0%0.0%

WCMG2.8%—2.7%2.9%

IEFA0.0%2.7%—0.0%

IEMG0.0%2.9%0.0%—

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

Return vs Bumpiness: 4 ETFs

1Y

+12.2%IEFA, at 16.5% volatility

JEPIWorst drop−6.7%9.0% vol

IEFAWorst drop−11.5%16.5% vol

IEMGWorst drop−17.8%25.8% vol

WCMGWorst drop[…][…]

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

Paid More vs Made More

YTD

JEPIIEMG

+8.3%Year to date+11.7%

7.9%Yield2.4%

+10.1%Past year+11.5%

0.35%Fee0.09%

3–1IEMG wins

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

+5.3%Year to date+11.7%

2.2%Yield2.4%

$125BAssets$147B

2–0IEMG wins

End-of-day Nov 12, 2026

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JEPI, WCMG, IEFA and IEMG

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four