Compare · 4 funds side by side · dividends reinvested

JEPI, WCME, IEFA and SCHD

JEPIJ.P. Morgan×WCMEFirst Trust×IEFAiShares×SCHDSchwab×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,267SCHD · best of the four

02 / 04

JEPI, WCME, IEFA and SCHD, 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%$120B1.5

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%8.09%+5.3%+8.2%+10.7%+7.1%−6.7%8.8%$46.8B2.3

iShares Core MSCI EAFE ETFInternational · Developed0.07%3.47%+7.7%+11.9%+18.5%+7.8%−11.5%16.2%$189B2.3

First Trust WCM Developing World Equity ETFInternational · Global0.95%0.39%−1.3%−4.1%[…][…]−17.3%25.5%$37M4.0

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 · WCME 2020 · IEFA 2012 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

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

JEPI

SCHD

Schwab U.S. Dividend Equity ETF · $120B$16,267

$10,000 five years ago, dividends reinvested · they hold 8.2% in common

JEPIMeasureSCHD

+5.3%Year to dateJan 1 → Nov 6+31.4%

+8.2%1 yearTotal return+37.0%

+10.7%3 years · per year$10,000 became $13,562 · $17,266+20.0%

+7.1%5 years · per year$10,000 became $14,118 · $16,267+10.2%

0.35%Expense ratio$35 · $6 a year on $10k · lower is better0.06%

8.09%Trailing 12-mo yield$809 · $300 a year on $10k3.00%

−6.7%Worst dropSmaller is better−6.9%

8.8%VolatilityLower is calmer11.7%

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

3–5SCHD wins

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 SCHD: Top 5 Holdings

Today

JEPI

9.9%in top 5

SCHD

in top 521.4%

JEPIStockSCHD

not top 5PG4.5%

not top 5HD4.3%

not top 5TXN4.3%

not top 5KO4.3%

not top 5AMGN4.1%

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 common8.2%

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

JEPI vs SCHD Returns, Every Period

J.P. MorganJEPI

+7.1%

5 years, per year

SCHDSchwab

+10.2%

5 years, per year

JEPISCHDFaded: behind in that period

0–4SCHD wins

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

Income vs International: JEPI vs IEFA

YTD

J.P. MorganJEPI

+5.3%

IEFAiShares

+7.7%

+5.3%Year to date+7.7%

−6.7%Worst drop · 1Y−11.5%

8.8%Volatility · 1Y16.2%

8.1%Yield3.5%

$46.8BAssets$189B

3–1JEPI wins

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

Cost, Income and Risk

Fees: JEPI, WCME, IEFA, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

IEFA0.07%$7

JEPI0.35%$35

WCME0.95%$95

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

Yields: JEPI, WCME, IEFA, SCHD

8.09%highest, JEPI

FundTrailing yieldYield$10k

JEPI8.09%$809

IEFA3.47%$347

SCHD3.00%$300

WCME0.39%$39

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

Income After Fees on $10,000

$774most kept, JEPI

JEPI$809 − $35 = $774

IEFA$347 − $7 = $340

SCHD$300 − $6 = $294

WCME$39 − $95 = −$56

KeptFee

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

Overlap: JEPI, WCME, IEFA, SCHD

Today

8.2%most shared, JEPI and SCHD

JEPIWCMEIEFASCHD

JEPI—0.0%0.0%8.2%

WCME0.0%—1.2%0.0%

IEFA0.0%1.2%—0.0%

SCHD8.2%0.0%0.0%—

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

Return vs Bumpiness: 4 ETFs

+37.0%SCHD, at 11.7% volatility

JEPIWorst drop−6.7%8.8% vol

SCHDWorst drop−6.9%11.7% vol

IEFAWorst drop−11.5%16.2% vol

WCMEWorst drop−17.3%25.5% vol

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

Paid More vs Made More

YTD

JEPISCHD

+5.3%Year to date+31.4%

8.1%Yield3.0%

+8.2%Past year+37.0%

0.35%Fee0.06%

3–1SCHD wins

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

VEA vs IEFA

YTD

VanguardVEA

+9.7%

IEFAiShares

+7.7%

+9.7%Year to date+7.7%

2.5%Yield3.5%

$232BAssets$189B

1–1level

End-of-day Nov 6, 2026