Compare · 3 funds side by side · dividends reinvested

JEPI, WCBR and SCHD

JEPIJ.P. Morgan×WCBRWisdomTree×SCHDSchwab×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,459SCHD · best of the three

02 / 04

JEPI, WCBR and SCHD, 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%$120B1.8

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.93%+7.5%+10.9%+11.0%+7.6%−6.7%9.0%$45.2B2.1

WisdomTree Cybersecurity FundThematic · Cyber & cloud0.45%0.00%+56.2%+41.4%+30.7%+8.5%−29.1%41.6%$197M2.1

Rank among the three1st → 3rdFee, 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: JEPI 2020 · WCBR 2021 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

WisdomTree Cybersecurity Fund · $197M$15,057

WCBR

JEPI

JPMorgan Equity Premium Income ETF · $45.2B$14,448

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

WCBRMeasureJEPI

+56.2%Year to dateJan 1 → Nov 9+7.5%

+41.4%1 yearTotal return+10.9%

+30.7%3 years · per year$10,000 became $22,308 · $13,679+11.0%

+8.5%5 years · per year$10,000 became $15,057 · $14,448+7.6%

0.45%Expense ratio$45 · $35 a year on $10k · lower is better0.35%

0.00%Trailing 12-mo yield$0 · $793 a year on $10k7.93%

−29.1%Worst dropSmaller is better−6.7%

41.6%VolatilityLower is calmer9.0%

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

4–4Level

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

WCBR vs JEPI: Top 5 Holdings

Today

WCBR

29.9%in top 5

JEPI

in top 59.9%

WCBRStockJEPI

6.7%ZSnot top 5

6.1%Snot top 5

5.9%NTSKnot top 5

5.8%CRWDnot top 5

5.5%TENBnot top 5

not top 5MA2.0%

not top 5MSFT2.0%

not top 5AAPL2.0%

not top 5V1.9%

not top 5MMM1.9%

Held in common0.3%

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

WCBR vs JEPI Returns, Every Period

WisdomTreeWCBR

+8.5%

5 years, per year

JEPIJ.P. Morgan

+7.6%

5 years, per year

WCBRJEPIFaded: behind in that period

4–0WCBR wins

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

Thematic vs Income: WCBR vs JEPI

YTD

WisdomTreeWCBR

+56.2%

JEPIJ.P. Morgan

+7.5%

+56.2%Year to date+7.5%

−29.1%Worst drop · 1Y−6.7%

41.6%Volatility · 1Y9.0%

0.0%Yield7.9%

$197MAssets$45.2B

3–1JEPI wins

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

Cost, Income and Risk

Fees: JEPI, WCBR, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

JEPI0.35%$35

WCBR0.45%$45

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

Yields: JEPI, WCBR, SCHD

7.93%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.93%$793

SCHD2.96%$296

WCBR0.00%$0

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$758most kept, JEPI

JEPI$793 − $35 = $758

SCHD$296 − $6 = $290

WCBR$0 − $45 = −$45

KeptFee

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

Overlap: JEPI, WCBR, SCHD

Today

8.4%most shared, JEPI and SCHD

JEPIWCBRSCHD

JEPI—0.3%8.4%

WCBR0.3%—0.0%

SCHD8.4%0.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+41.4%WCBR, at 41.6% volatility

JEPIWorst drop−6.7%9.0% vol

SCHDWorst drop−6.9%11.8% vol

WCBRWorst drop−29.1%41.6% vol

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

Paid More vs Made More

YTD

JEPIWCBR

+7.5%Year to date+56.2%

7.9%Yield0.0%

+10.9%Past year+41.4%

0.35%Fee0.45%

2–2level

End-of-day Nov 9, 2026

Popular Pairs Near These Three

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

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026