Compare · 4 funds side by side · dividends reinvested

JEPI, WCME, IEMG and SCHD

JEPIJ.P. Morgan×WCMEFirst Trust×IEMGiShares×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, IEMG 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%$120B1.4

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%8.09%+5.3%+8.2%+10.7%+7.1%−6.7%8.8%$45.2B2.1

iShares Core MSCI Emerging Markets ETFInternational · Emerging0.09%2.49%+8.3%+8.8%+19.3%+6.0%−17.8%25.5%$142B2.8

First Trust WCM Developing World Equity ETFInternational · Global0.95%0.39%−1.3%−4.1%[…][…]−17.3%25.5%$35M3.7

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 · IEMG 2012 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

JPMorgan Equity Premium Income ETF · $45.2B$14,118

JEPI

IEMG

iShares Core MSCI Emerging Markets ETF · $142B$13,373

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

JEPIMeasureIEMG

+5.3%Year to dateJan 1 → Nov 6+8.3%

+8.2%1 yearTotal return+8.8%

+10.7%3 years · per year$10,000 became $13,562 · $16,988+19.3%

+7.1%5 years · per year$10,000 became $14,118 · $13,373+6.0%

0.35%Expense ratio$35 · $9 a year on $10k · lower is better0.09%

8.09%Trailing 12-mo yield$809 · $249 a year on $10k2.49%

−6.7%Worst dropSmaller is better−17.8%

8.8%VolatilityLower is calmer25.5%

JEPIIEMG 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 IEMG: Top 5 Holdings

Today

JEPI

9.9%in top 5

IEMG

in top 527.4%

JEPIStockIEMG

not top 52330.TW13.3%

not top 5005930.K5.6%

not top 5000660.K4.1%

not top 50700.HK2.7%

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

not top 59988.HK1.8%

Held in common0.0%

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

JEPI vs IEMG Returns, Every Period

J.P. MorganJEPI

+7.1%

5 years, per year

IEMGiShares

+6.0%

5 years, per year

JEPIIEMGFaded: behind in that period

1–3IEMG 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%

$45.2BAssets$120B

3–1JEPI wins

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

Cost, Income and Risk

Fees: JEPI, WCME, IEMG, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

IEMG0.09%$9

JEPI0.35%$35

WCME0.95%$95

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

Yields: JEPI, WCME, IEMG, SCHD

8.09%highest, JEPI

FundTrailing yieldYield$10k

JEPI8.09%$809

SCHD3.00%$300

IEMG2.49%$249

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

SCHD$300 − $6 = $294

IEMG$249 − $9 = $240

WCME$39 − $95 = −$56

KeptFee

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

Overlap: JEPI, WCME, IEMG, SCHD

Today

26.9%most shared, WCME and IEMG

JEPIWCMEIEMGSCHD

JEPI—0.0%0.0%8.2%

WCME0.0%—26.9%0.0%

IEMG0.0%26.9%—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

WCMEWorst drop−17.3%25.5% vol

IEMGWorst drop−17.8%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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

VWO vs IEMG

YTD

VanguardVWO

+3.2%

IEMGiShares

+8.3%

+3.2%Year to date+8.3%

2.2%Yield2.5%

$125BAssets$142B

2–0IEMG wins

End-of-day Nov 6, 2026