Compare · 2 funds side by side · dividends reinvested

DWMF and JEPI

DWMFWisdomTree×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$14,975DWMF · best of the two

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

Story of the two · RiskSmallest drop

DWMF and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.92%+7.6%+10.6%+10.9%+7.6%−6.7%9.0%$46.6B1.3

WisdomTree International Multifactor FundInternational · Ex-US broad0.38%2.93%+5.3%+7.2%+14.2%+8.4%−8.7%13.5%$33M1.8

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: DWMF 2018 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

5Y

WisdomTree International Multifactor Fund · $33M$14,975

DWMF

JEPI

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

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

DWMFMeasureJEPI

+5.3%

More Ways to See the Pairs

DWMF vs JEPI: Top 5 Holdings

Today

DWMF

7.7%in top 5

JEPI

in top 59.8%

DWMFStockJEPI

not top 5MSFT2.0%

not top 5MA2.0%

not top 5AAPL2.0%

2.0%ASML.ASnot top 5

not top 5AMZN

Cost, Income and Risk

Fees: DWMF, JEPI

Today

0.35%lowest, JEPI

FundExpense ratioFee$10k

JEPI0.35%$35

DWMF0.38%$38

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

Yields: DWMF, JEPI

1Y

7.92%highest, JEPI

FundTrailing yield

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%

+7.2%1 yearTotal return+10.6%

+14.2%3 years · per year$10,000 became $14,909 · $13,634+10.9%

+8.4%5 years · per year$10,000 became $14,975 · $14,429+7.6%

0.38%Expense ratio$38 · $35 a year on $10k · lower is better0.35%

2.93%Trailing 12-mo yield$293 · $792 a year on $10k7.92%

−8.7%Worst dropSmaller is better−6.7%

13.5%VolatilityLower is calmer9.0%

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

2–6JEPI wins

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

1.9%

not top 5MMM1.9%

1.8%IHG.Lnot top 5

1.6%NOVN.SWnot top 5

1.3%HSBA.Lnot top 5

1.1%SHEL.Lnot top 5

Held in common0.0%

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

DWMF vs JEPI Returns, Every Period

5Y

WisdomTreeDWMF

+8.4%

5 years, per year

JEPIJ.P. Morgan

+7.6%

5 years, per year

DWMFJEPIFaded: behind in that period

2–2Level

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

International vs Income: DWMF vs JEPI

YTD

WisdomTreeDWMF

+5.3%

JEPIJ.P. Morgan

+7.6%

+5.3%Year to date+7.6%

−8.7%Worst drop · 1Y−6.7%

13.5%Volatility · 1Y9.0%

2.9%Yield7.9%

$32.6MAssets$46.6B

4–0JEPI wins

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

Yield

$10k

JEPI7.92%$792

DWMF2.93%$293

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

Income After Fees on $10,000

1Y

$757most kept, JEPI

JEPI$792 − $35 = $757

DWMF$293 − $38 = $255

KeptFee

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

Overlap: DWMF, JEPI

Today

0.0%most shared, DWMF and JEPI

DWMFJEPI

DWMF—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

+10.6%JEPI, at 9.0% volatility

JEPIWorst drop−6.7%9.0% vol

DWMFWorst drop−8.7%13.5% vol

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

Paid More vs Made More

YTD

JEPIDWMF

+7.6%Year to date+5.3%

7.9%Yield2.9%

+10.6%Past year+7.2%

0.35%Fee0.38%

4–0JEPI wins

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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DWMF and JEPI

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two