Compare · 4 funds side by side · dividends reinvested

SCHD, WCMI, JEPQ and IEFA

SCHDSchwab×WCMIFirst Trust×JEPQJ.P. Morgan×IEFAiShares×

Story of the four · Growth3Y$10,000 three years agoDividends reinvested · all four on one scale$17,123SCHD · best of the four

02 / 04

SCHD, WCMI, JEPQ 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%$120B1.3

iShares Core MSCI EAFE ETFInternational · Developed0.07%3.36%+11.1%+15.8%+18.9%+8.3%−11.5%16.5%$187B2.0

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.39%+6.6%+9.2%+18.2%[…]−11.5%16.9%$40.7B3.0

First Trust WCM International Equity ETFInternational · Ex-US broad0.85%0.57%+8.7%+12.2%[…][…]−12.5%20.9%$2.1B3.7

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 · WCMI 2020 · JEPQ 2022 · IEFA 2012

Head to Head

Swap sides Versus in desk

Head to Head

Schwab U.S. Dividend Equity ETF · $120B$16,459

SCHD

WCMI

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

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

SCHDMeasureWCMI

+33.2%Year to dateJan 1 → Nov 9+8.7%

+39.1%1 yearTotal return+12.2%

+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 · $85 a year on $10k · lower is better0.85%

2.96%Trailing 12-mo yield$296 · $57 a year on $10k0.57%

−6.9%Worst dropSmaller is better−12.5%

11.8%VolatilityLower is calmer20.9%

SCHDWCMI 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 WCMI: Top 5 Holdings

Today

SCHD

21.4%in top 5

WCMI

in top 522.1%

SCHDStockWCMI

not top 52330.TW6.6%

not top 5CSU.TO4.7%

4.4%PGnot top 5

4.3%TXNnot top 5

4.3%KOnot top 5

4.3%HDnot top 5

4.1%AMGNnot top 5

not top 5BAB.L3.8%

not top 5SONY3.6%

not top 5TSCO.L3.5%

Held in common0.0%

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

SCHD vs WCMI Returns, Every Period

SchwabSCHD

+39.1%

past year

WCMIFirst Trust

+12.2%

past year

SCHDWCMIFaded: behind in that period

2–0SCHD wins

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

SCHD vs JEPQ

YTD

SchwabSCHD

+33.2%

JEPQJ.P. Morgan

+6.6%

+33.2%Year to date+6.6%

−6.9%Worst drop · 1Y−11.5%

11.8%Volatility · 1Y16.9%

3.0%Yield12.4%

$120BAssets$40.7B

3–1SCHD wins

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

Cost, Income and Risk

Fees: SCHD, WCMI, JEPQ, IEFA

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

IEFA0.07%$7

JEPQ0.35%$35

WCMI0.85%$85

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

Yields: SCHD, WCMI, JEPQ, IEFA

12.39%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.39%$1,239

IEFA3.36%$336

SCHD2.96%$296

WCMI0.57%$57

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

IEFA$336 − $7 = $329

SCHD$296 − $6 = $290

WCMI$57 − $85 = −$28

KeptFee

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

Overlap: SCHD, WCMI, JEPQ, IEFA

Today

4.0%most shared, WCMI and IEFA

SCHDWCMIJEPQIEFA

SCHD—0.0%3.8%0.0%

WCMI0.0%—0.2%4.0%

JEPQ3.8%0.2%—0.1%

IEFA0.0%4.0%0.1%—

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

SCHDWorst drop−6.9%11.8% vol

IEFAWorst drop−11.5%16.5% vol

JEPQWorst drop−11.5%16.9% vol

WCMIWorst drop−12.5%20.9% vol

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

Paid More vs Made More

YTD

JEPQSCHD

+6.6%Year to date+33.2%

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

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$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$187B

1–1level

End-of-day Nov 9, 2026