Compare · 4 funds side by side · dividends reinvested

JEPI, WCMI, SCHD and DGRO

JEPIJ.P. Morgan×WCMIFirst Trust×SCHDSchwab×DGROiShares×

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Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,091DGRO · best of the four

Story of the four · IncomeMost incomeJEPI · 7.86% · $786 a year on $10k

Story of the four · RiskSmallest drop

JEPI, WCMI, SCHD and DGRO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core Dividend Growth ETFIncome · Dividend stocks0.08%1.82%+19.6%+21.4%+20.7%+11.3%−6.5%10.3%$45.9B1.8

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.93%+34.2%+36.8%+19.9%+10.4%−6.9%11.7%$124B1.9

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.86%+8.3%+10.1%+11.1%+7.7%−6.7%9.0%$47.3B2.4

First Trust WCM International Equity ETFInternational · Ex-US broad0.85%0.57%+7.4%+9.4%[…][…]−12.5%21.0%$2.1B4.0

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 12, 2026 · returns include dividends · since: JEPI 2020 · WCMI 2020 · SCHD 2011 · DGRO 2014

Head to Head

Swap sides Versus in desk

Head to Head

5Y

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

WCMI

More Ways to See the Pairs

WCMI vs JEPI: Top 5 Holdings

Today

WCMI

22.3%in top 5

JEPI

in top 59.7%

WCMIStockJEPI

7.1%2330.TWnot top 5

4.4%CSU.TOnot top 5

3.7%BAB.Lnot top 5

3.7%NBISnot top 5

3.4%SONY

Cost, Income and Risk

Fees: JEPI, WCMI, SCHD, DGRO

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

DGRO0.08%$8

JEPI0.35%$35

WCMI0.85%$85

End-of-day Nov 12, 2026 · fee on $10,000 a year

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

+34.2%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

DGRO vs VIG

YTD

iSharesDGRO

+19.6%

VIGVanguard

+16.0%

JEPI

JPMorgan Equity Premium Income ETF · $47.3B$14,510

$10,000 five years ago, dividends reinvested · they hold 0.6% in common

WCMIMeasureJEPI

+7.4%Year to dateJan 1 → Nov 12+8.3%

+9.4%1 yearTotal return+10.1%

[…]3 years · per year$10,000 became […] · $13,724+11.1%

[…]5 years · per year$10,000 became […] · $14,510+7.7%

0.85%Expense ratio$85 · $35 a year on $10k · lower is better0.35%

0.57%Trailing 12-mo yield$57 · $786 a year on $10k7.86%

−12.5%Worst dropSmaller is better−6.7%

21.0%VolatilityLower is calmer9.0%

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

0–6JEPI wins

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5

not top 5MA2.0%

not top 5AAPL2.0%

not top 5MSFT1.9%

not top 5AMZN1.9%

not top 5MMM1.9%

Held in common0.6%

End-of-day Nov 12, 2026 · share of each fund

WCMI vs JEPI Returns, Every Period

1Y

First TrustWCMI

+9.4%

past year

JEPIJ.P. Morgan

+10.1%

past year

WCMIJEPIFaded: behind in that period

0–2JEPI wins

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

International vs Income: WCMI vs JEPI

YTD

First TrustWCMI

+7.4%

JEPIJ.P. Morgan

+8.3%

+7.4%Year to date+8.3%

−12.5%Worst drop · 1Y−6.7%

21.0%Volatility · 1Y9.0%

0.6%Yield7.9%

$2.1BAssets$47.3B

4–0JEPI wins

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

Yields: JEPI, WCMI, SCHD, DGRO

1Y

7.86%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.86%$786

SCHD2.93%$293

DGRO1.82%$182

WCMI0.57%$57

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

Income After Fees on $10,000

1Y

$751most kept, JEPI

JEPI$786 − $35 = $751

SCHD$293 − $6 = $287

DGRO$182 − $8 = $174

WCMI$57 − $85 = −$28

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: JEPI, WCMI, SCHD, DGRO

Today

34.1%most shared, JEPI and DGRO

JEPIWCMISCHDDGRO

JEPI—0.6%8.5%34.1%

WCMI0.6%—0.0%0.4%

SCHD8.5%0.0%—21.1%

DGRO34.1%0.4%21.1%—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

1Y

+36.8%SCHD, at 11.7% volatility

JEPIWorst drop−6.7%9.0% vol

DGROWorst drop−6.5%10.3% vol

SCHDWorst drop−6.9%11.7% vol

WCMIWorst drop−12.5%21.0% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

JEPISCHD

+8.3%Year to date+34.2%

7.9%Yield2.9%

+10.1%Past year+36.8%

0.35%Fee0.06%

3–1SCHD wins

End-of-day Nov 12, 2026

+7.8%Year to date+8.3%

12.2%Yield7.9%

$42.6BAssets$47.3B

1–1level

End-of-day Nov 12, 2026

+19.6%Year to date+16.0%

1.8%Yield1.4%

$45.9BAssets$109B

2–0DGRO wins

End-of-day Nov 12, 2026

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JEPI, WCMI, SCHD and DGRO

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four