Compare · 2 funds side by side · dividends reinvested

DWM and JEPI

DWMWisdomTree×JEPIJ.P. Morgan×

Versus in desk

02 / 04

IWD+0.0%

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Portfolio

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,429DWM · best of the two

Story of the two · IncomeMost incomeJEPI · 7.92% · $792 a year on $10k

Story of the two · RiskSmallest drop

DWM and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

WisdomTree International Equity FundInternational · Ex-US broad0.48%2.70%+10.0%+14.7%+18.7%+10.4%−10.9%15.3%$644M1.5

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.92%+7.6%+10.6%+10.9%+7.6%−6.7%9.0%$46.6B1.5

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 10, 2026 · returns include dividends · since: DWM 2006 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

5Y

WisdomTree International Equity Fund · $644M$16,429

DWM

JEPI

JPMorgan Equity Premium Income ETF · $46.6B$14,429

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

DWMMeasureJEPI

+10.0%

More Ways to See the Pairs

DWM vs JEPI: Top 5 Holdings

Today

DWM

6.8%in top 5

JEPI

in top 59.8%

DWMStockJEPI

not top 5MSFT2.0%

not top 5MA2.0%

not top 5AAPL2.0%

not top 5AMZN1.9%

not top 5MMM1.9%

Cost, Income and Risk

Fees: DWM, JEPI

Today

0.35%lowest, JEPI

FundExpense ratioFee$10k

JEPI0.35%$35

DWM0.48%$48

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

Yields: DWM, JEPI

1Y

7.92%highest, JEPI

FundTrailing yieldYield

Popular Pairs Near These Two

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

+6.0%Year to date+7.6%

12.4%Yield7.9%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 10, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

SPYM vs SPY

YTD

SPDRSPYM

+10.9%

SPYSPDR

+10.8%

Year to dateJan 1 → Nov 10

+7.6%

+14.7%1 yearTotal return+10.6%

+18.7%3 years · per year$10,000 became $16,722 · $13,634+10.9%

+10.4%5 years · per year$10,000 became $16,429 · $14,429+7.6%

0.48%Expense ratio$48 · $35 a year on $10k · lower is better0.35%

2.70%Trailing 12-mo yield$270 · $792 a year on $10k7.92%

−10.9%Worst dropSmaller is better−6.7%

15.3%VolatilityLower is calmer9.0%

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

4–4Level

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

1.5%ROP.SWnot top 5

1.4%SHEL.Lnot top 5

1.3%HSBA.Lnot top 5

1.3%BHP.AXnot top 5

1.2%NOVN.SWnot top 5

Held in common0.0%

End-of-day Nov 10, 2026 · share of each fund

DWM vs JEPI Returns, Every Period

5Y

WisdomTreeDWM

+10.4%

5 years, per year

JEPIJ.P. Morgan

+7.6%

5 years, per year

DWMJEPIFaded: behind in that period

4–0DWM wins

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

International vs Income: DWM vs JEPI

YTD

WisdomTreeDWM

+10.0%

JEPIJ.P. Morgan

+7.6%

+10.0%Year to date+7.6%

−10.9%Worst drop · 1Y−6.7%

15.3%Volatility · 1Y9.0%

2.7%Yield7.9%

$644MAssets$46.6B

3–1JEPI wins

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

$10k

JEPI7.92%$792

DWM2.70%$270

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$757most kept, JEPI

JEPI$792 − $35 = $757

DWM$270 − $48 = $222

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: DWM, JEPI

Today

0.0%most shared, DWM and JEPI

DWMJEPI

DWM—0.0%

JEPI0.0%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+14.7%DWM, at 15.3% volatility

JEPIWorst drop−6.7%9.0% vol

DWMWorst drop−10.9%15.3% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

JEPIDWM

+7.6%Year to date+10.0%

7.9%Yield2.7%

+10.6%Past year+14.7%

0.35%Fee0.48%

2–2level

End-of-day Nov 10, 2026

+33.8%Year to date+15.1%

2.9%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

+10.9%Year to date+10.8%

1.0%Yield1.0%

$183BAssets$792B

1–0SPYM wins

End-of-day Nov 10, 2026

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DWM and JEPI

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two