Compare · 4 funds side by side · dividends reinvested

JEPI, WCBR, SCHD and PAVE

JEPIJ.P. Morgan×WCBRWisdomTree×SCHDSchwab×PAVEGlobal X×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$19,175PAVE · best of the four

02 / 04

JEPI, WCBR, SCHD and PAVE, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%3.00%+31.4%+37.0%+20.0%+10.2%−6.9%11.7%$120B2.0

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%8.09%+5.3%+8.2%+10.7%+7.1%−6.7%8.8%$46.8B2.5

WisdomTree Cybersecurity FundThematic · Cyber & cloud0.45%0.00%+49.9%+37.3%+29.1%+7.4%−29.1%41.5%$213M2.6

Global X - U.S. Infrastructure Development ETFThematic · Infrastructure0.47%0.84%+7.2%+7.7%+21.4%+13.9%−15.3%21.5%$14.0B2.9

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: JEPI 2020 · WCBR 2021 · SCHD 2011 · PAVE 2017

Head to Head

Swap sides Versus in desk

Head to Head

JPMorgan Equity Premium Income ETF · $46.8B$14,118

JEPI

WCBR

WisdomTree Cybersecurity Fund · $213M$14,306

$10,000 five years ago, dividends reinvested · they hold 0.3% in common

JEPIMeasureWCBR

+5.3%Year to dateJan 1 → Nov 6+49.9%

+8.2%1 yearTotal return+37.3%

+10.7%3 years · per year$10,000 became $13,562 · $21,504+29.1%

+7.1%5 years · per year$10,000 became $14,118 · $14,306+7.4%

0.35%Expense ratio$35 · $45 a year on $10k · lower is better0.45%

8.09%Trailing 12-mo yield$809 · $0 a year on $10k0.00%

−6.7%Worst dropSmaller is better−29.1%

8.8%VolatilityLower is calmer41.5%

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

4–4Level

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

JEPI vs WCBR: Top 5 Holdings

Today

JEPI

9.9%in top 5

WCBR

in top 530.4%

JEPIStockWCBR

not top 5ZS7.0%

not top 5S6.1%

not top 5NTSK5.8%

not top 5CRWD5.8%

not top 5TENB5.7%

2.1%MAnot top 5

2.0%MSFTnot top 5

2.0%AAPLnot top 5

1.9%MMMnot top 5

1.9%NEEnot top 5

Held in common0.3%

End-of-day Nov 6, 2026 · share of each fund

JEPI vs WCBR Returns, Every Period

J.P. MorganJEPI

+7.1%

5 years, per year

WCBRWisdomTree

+7.4%

5 years, per year

JEPIWCBRFaded: behind in that period

0–4WCBR wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

JEPI vs SCHD

YTD

J.P. MorganJEPI

+5.3%

SCHDSchwab

+31.4%

+5.3%Year to date+31.4%

−6.7%Worst drop · 1Y−6.9%

8.8%Volatility · 1Y11.7%

8.1%Yield3.0%

$46.8BAssets$120B

3–1JEPI wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: JEPI, WCBR, SCHD, PAVE

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

JEPI0.35%$35

WCBR0.45%$45

PAVE0.47%$47

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: JEPI, WCBR, SCHD, PAVE

8.09%highest, JEPI

FundTrailing yieldYield$10k

JEPI8.09%$809

SCHD3.00%$300

PAVE0.84%$84

WCBR0.00%$0

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$774most kept, JEPI

JEPI$809 − $35 = $774

SCHD$300 − $6 = $294

PAVE$84 − $47 = $37

WCBR$0 − $45 = −$45

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: JEPI, WCBR, SCHD, PAVE

Today

8.2%most shared, JEPI and SCHD

JEPIWCBRSCHDPAVE

JEPI—0.3%8.2%5.1%

WCBR0.3%—0.0%0.0%

SCHD8.2%0.0%—1.4%

PAVE5.1%0.0%1.4%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+37.3%WCBR, at 41.5% volatility

JEPIWorst drop−6.7%8.8% vol

SCHDWorst drop−6.9%11.7% vol

PAVEWorst drop−15.3%21.5% vol

WCBRWorst drop−29.1%41.5% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

JEPIWCBR

+5.3%Year to date+49.9%

8.1%Yield0.0%

+8.2%Past year+37.3%

0.35%Fee0.45%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026