Compare · 4 funds side by side · dividends reinvested

JEPI, WCMI, SCHD and VEA

JEPIJ.P. Morgan×WCMIFirst Trust×SCHDSchwab×VEAVanguard×

Story of the four · Growth3Y$10,000 three years agoDividends reinvested · all four on one scale$17,652VEA · best of the four

02 / 04

JEPI, WCMI, SCHD and VEA, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.98%+32.3%+38.7%+20.3%+10.4%−6.9%11.7%$123B1.6

Vanguard FTSE Developed Markets ETFInternational · Developed0.03%2.50%+10.2%+16.0%+20.9%+8.7%−11.6%18.1%$232B2.1

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%8.09%+5.2%+8.3%+11.0%+7.1%−6.7%8.8%$46.1B2.3

First Trust WCM International Equity ETFInternational · Ex-US broad0.85%0.59%+4.9%+8.3%[…][…]−12.5%20.8%$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 5, 2026 · returns include dividends · since: JEPI 2020 · WCMI 2020 · SCHD 2011 · VEA 2007

Head to Head

Swap sides Versus in desk

Head to Head

Schwab U.S. Dividend Equity ETF · $123B$16,375

SCHD

WCMI

First Trust WCM International Equity ETF · $2.1B[…]

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

SCHDMeasureWCMI

+32.3%Year to dateJan 1 → Nov 5+4.9%

+38.7%1 yearTotal return+8.3%

+20.3%3 years · per year$10,000 became $17,414 · […][…]

+10.4%5 years · per year$10,000 became $16,375 · […][…]

0.06%Expense ratio$6 · $85 a year on $10k · lower is better0.85%

2.98%Trailing 12-mo yield$298 · $59 a year on $10k0.59%

−6.9%Worst dropSmaller is better−12.5%

11.7%VolatilityLower is calmer20.8%

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

6–0SCHD wins

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

More Ways to See the Pairs

SCHD vs WCMI: Top 5 Holdings

Today

SCHD

21.7%in top 5

WCMI

in top 521.9%

SCHDStockWCMI

not top 52330.TW6.8%

4.7%TXNnot top 5

not top 5CSU.TO4.5%

4.4%PGnot top 5

4.3%HDnot top 5

4.2%KOnot top 5

4.2%AMGNnot top 5

not top 5BAB.L3.8%

not top 5TSCO.L3.4%

not top 5SONY3.4%

Held in common0.0%

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

SCHD vs WCMI Returns, Every Period

SchwabSCHD

+38.7%

past year

WCMIFirst Trust

+8.3%

past year

SCHDWCMIFaded: behind in that period

2–0SCHD wins

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

SCHD vs JEPI

YTD

SchwabSCHD

+32.3%

JEPIJ.P. Morgan

+5.2%

+32.3%Year to date+5.2%

−6.9%Worst drop · 1Y−6.7%

11.7%Volatility · 1Y8.8%

3.0%Yield8.1%

$123BAssets$46.1B

3–1JEPI wins

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

Cost, Income and Risk

Fees: JEPI, WCMI, SCHD, VEA

Today

0.03%lowest, VEA

FundExpense ratioFee$10k

VEA0.03%$3

SCHD0.06%$6

JEPI0.35%$35

WCMI0.85%$85

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

Yields: JEPI, WCMI, SCHD, VEA

8.09%highest, JEPI

FundTrailing yieldYield$10k

JEPI8.09%$809

SCHD2.98%$298

VEA2.50%$250

WCMI0.59%$59

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

Income After Fees on $10,000

$774most kept, JEPI

JEPI$809 − $35 = $774

SCHD$298 − $6 = $292

VEA$250 − $3 = $247

WCMI$59 − $85 = −$26

KeptFee

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

Overlap: JEPI, WCMI, SCHD, VEA

Today

8.1%most shared, JEPI and SCHD

JEPIWCMISCHDVEA

JEPI—0.6%8.1%0.0%

WCMI0.6%—0.0%6.1%

SCHD8.1%0.0%—0.0%

VEA0.0%6.1%0.0%—

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

Return vs Bumpiness: 4 ETFs

+38.7%SCHD, at 11.7% volatility

JEPIWorst drop−6.7%8.8% vol

SCHDWorst drop−6.9%11.7% vol

VEAWorst drop−11.6%18.1% vol

WCMIWorst drop−12.5%20.8% vol

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

Paid More vs Made More

YTD

JEPISCHD

+5.2%Year to date+32.3%

8.1%Yield3.0%

+8.3%Past year+38.7%

0.35%Fee0.06%

3–1SCHD wins

End-of-day Nov 5, 2026

Popular Pairs Near These Four

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

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