Compare · 2 funds side by side · dividends reinvested

JEPI and WCBR

JEPIJ.P. Morgan×WCBRWisdomTree×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,306WCBR · best of the two

02 / 04

JEPI and WCBR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%8.09%+5.3%+8.2%+10.7%+7.1%−6.7%8.8%$46.8B1.5

WisdomTree Cybersecurity FundThematic · Cyber & cloud0.45%0.00%+49.9%+37.3%+29.1%+7.4%−29.1%41.5%$213M1.5

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

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

Head to Head

Swap sides Versus in desk

Head to Head

WisdomTree Cybersecurity Fund · $213M$14,306

WCBR

JEPI

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

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

WCBRMeasureJEPI

+49.9%Year to dateJan 1 → Nov 6+5.3%

+37.3%1 yearTotal return+8.2%

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

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

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

0.00%Trailing 12-mo yield$0 · $809 a year on $10k8.09%

−29.1%Worst dropSmaller is better−6.7%

41.5%VolatilityLower is calmer8.8%

WCBRJEPI 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

WCBR vs JEPI: Top 5 Holdings

Today

WCBR

30.4%in top 5

JEPI

in top 59.9%

WCBRStockJEPI

7.0%ZSnot top 5

6.1%Snot top 5

5.8%NTSKnot top 5

5.8%CRWDnot top 5

5.7%TENBnot top 5

not top 5MA2.1%

not top 5MSFT2.0%

not top 5AAPL2.0%

not top 5MMM1.9%

not top 5NEE1.9%

Held in common0.3%

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

WCBR vs JEPI Returns, Every Period

WisdomTreeWCBR

+7.4%

5 years, per year

JEPIJ.P. Morgan

+7.1%

5 years, per year

WCBRJEPIFaded: behind in that period

4–0WCBR wins

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

Thematic vs Income: WCBR vs JEPI

YTD

WisdomTreeWCBR

+49.9%

JEPIJ.P. Morgan

+5.3%

+49.9%Year to date+5.3%

−29.1%Worst drop · 1Y−6.7%

41.5%Volatility · 1Y8.8%

0.0%Yield8.1%

$213MAssets$46.8B

3–1JEPI wins

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

Cost, Income and Risk

Fees: JEPI, WCBR

Today

0.35%lowest, JEPI

FundExpense ratioFee$10k

JEPI0.35%$35

WCBR0.45%$45

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

Yields: JEPI, WCBR

8.09%highest, JEPI

FundTrailing yieldYield$10k

JEPI8.09%$809

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

WCBR$0 − $45 = −$45

KeptFee

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

Overlap: JEPI, WCBR

Today

0.3%most shared, JEPI and WCBR

JEPIWCBR

JEPI—0.3%

WCBR0.3%—

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

Return vs Bumpiness: 2 ETFs

+37.3%WCBR, at 41.5% volatility

JEPIWorst drop−6.7%8.8% 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 Two

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

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

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