Compare · 4 funds side by side · dividends reinvested

JEPI, WCMI, IEMG and VT

JEPIJ.P. Morgan×WCMIFirst Trust×IEMGiShares×VTVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$15,649VT · best of the four

02 / 04

JEPI, WCMI, IEMG and VT, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Total World Stock ETFInternational · Global0.06%1.59%+8.5%+10.4%+20.7%+9.4%−9.7%14.7%$81.8B1.5

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 Emerging Markets ETFInternational · Emerging0.09%2.49%+8.3%+8.8%+19.3%+6.0%−17.8%25.5%$142B2.6

First Trust WCM International Equity ETFInternational · Ex-US broad0.85%0.58%+5.8%+7.9%[…][…]−12.5%20.8%$2.1B3.5

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 · WCMI 2020 · IEMG 2012 · VT 2008

Head to Head

Swap sides Versus in desk

Head to Head

First Trust WCM International Equity ETF · $2.1B[…]

WCMI

Vanguard Total World Stock ETF · $81.8B$15,649

$10,000 five years ago, dividends reinvested · they hold 3.5% in common

WCMIMeasureVT

+5.8%Year to dateJan 1 → Nov 6+8.5%

+7.9%1 yearTotal return+10.4%

[…]3 years · per year$10,000 became […] · $17,563+20.7%

[…]5 years · per year$10,000 became […] · $15,649+9.4%

0.85%Expense ratio$85 · $6 a year on $10k · lower is better0.06%

0.58%Trailing 12-mo yield$58 · $159 a year on $10k1.59%

−12.5%Worst dropSmaller is better−9.7%

20.8%VolatilityLower is calmer14.7%

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

0–6VT wins

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

More Ways to See the Pairs

WCMI vs VT: Top 5 Holdings

Today

WCMI

22.2%in top 5

in top 515.6%

WCMIStockVT

6.4%2330.TWnot top 5

4.7%CSU.TOnot top 5

not top 5NVDA4.5%

not top 5AAPL4.1%

3.8%BAB.Lnot top 5

3.7%SONYnot top 5

3.6%TSCO.Lnot top 5

not top 5MSFT3.2%

not top 5AMZN2.0%

not top 5GOOGL1.7%

Held in common3.5%

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

WCMI vs VT Returns, Every Period

First TrustWCMI

+7.9%

past year

VTVanguard

+10.4%

past year

WCMIVTFaded: behind in that period

0–2VT wins

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

International vs Income: WCMI vs JEPI

YTD

First TrustWCMI

+5.8%

JEPIJ.P. Morgan

+5.3%

+5.8%Year to date+5.3%

−12.5%Worst drop · 1Y−6.7%

20.8%Volatility · 1Y8.8%

0.6%Yield8.1%

$2.1BAssets$46.8B

3–1JEPI wins

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

Cost, Income and Risk

Fees: JEPI, WCMI, IEMG, VT

Today

0.06%lowest, VT

FundExpense ratioFee$10k

VT0.06%$6

IEMG0.09%$9

JEPI0.35%$35

WCMI0.85%$85

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

Yields: JEPI, WCMI, IEMG, VT

8.09%highest, JEPI

FundTrailing yieldYield$10k

JEPI8.09%$809

IEMG2.49%$249

VT1.59%$159

WCMI0.58%$58

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

Income After Fees on $10,000

$774most kept, JEPI

JEPI$809 − $35 = $774

IEMG$249 − $9 = $240

VT$159 − $6 = $153

WCMI$58 − $85 = −$27

KeptFee

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

Overlap: JEPI, WCMI, IEMG, VT

Today

27.9%most shared, JEPI and VT

JEPIWCMIIEMGVT

JEPI—0.6%0.0%27.9%

WCMI0.6%—9.4%3.5%

IEMG0.0%9.4%—8.5%

VT27.9%3.5%8.5%—

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

Return vs Bumpiness: 4 ETFs

+10.4%VT, at 14.7% volatility

JEPIWorst drop−6.7%8.8% vol

VTWorst drop−9.7%14.7% vol

WCMIWorst drop−12.5%20.8% 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

JEPIVT

+5.3%Year to date+8.5%

8.1%Yield1.6%

+8.2%Past year+10.4%

0.35%Fee0.06%

3–1VT wins

End-of-day Nov 6, 2026

Popular Pairs Near These Four

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

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

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