Compare · 4 funds side by side · dividends reinvested

JEPI, WCMI, SCHD and IEFA

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

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Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,418SCHD · best of the four

Story of the four · IncomeMost incomeJEPI · 7.84% · $784 a year on $10k

Story of the four · RiskSmallest drop

JEPI, WCMI, SCHD and IEFA, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.93%+34.6%+39.3%+19.9%+10.4%−6.9%11.8%$123B1.5

iShares Core MSCI EAFE ETFInternational · Developed0.07%3.38%+10.7%+13.7%+18.5%+8.1%−11.5%16.5%$192B2.3

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.84%+8.6%+11.2%+11.1%+7.8%−6.7%9.0%$46.6B2.5

First Trust WCM International Equity ETFInternational · Ex-US broad0.85%0.56%+9.6%+11.4%[…][…]−12.5%20.9%$2.1B3.7

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

End-of-day Nov 11, 2026 · returns include dividends · since: JEPI 2020 · WCMI 2020 · SCHD 2011 · IEFA 2012

Head to Head

Swap sides Versus in desk

Head to Head

5Y

JPMorgan Equity Premium Income ETF · $46.6B$14,545

JEPI

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JEPI vs SCHD: Top 5 Holdings

Today

JEPI

9.8%in top 5

SCHD

in top 521.7%

JEPIStockSCHD

not top 5TXN4.6%

not top 5PG4.4%

not top 5HD4.3%

not top 5KO4.3%

not top 5AMGN4.1%

Cost, Income and Risk

Fees: JEPI, WCMI, SCHD, IEFA

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

IEFA0.07%$7

JEPI0.35%$35

WCMI0.85%$85

End-of-day Nov 11, 2026 · fee on $10,000 a year

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

VEA vs IEFA

YTD

VanguardVEA

+13.0%

IEFAiShares

+10.7%

SCHD

Schwab U.S. Dividend Equity ETF · $123B$16,418

$10,000 five years ago, dividends reinvested · they hold 8.5% in common

JEPIMeasureSCHD

+8.6%Year to dateJan 1 → Nov 11+34.6%

+11.2%1 yearTotal return+39.3%

+11.1%3 years · per year$10,000 became $13,729 · $17,234+19.9%

+7.8%5 years · per year$10,000 became $14,545 · $16,418+10.4%

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

7.84%Trailing 12-mo yield$784 · $293 a year on $10k2.93%

−6.7%Worst dropSmaller is better−6.9%

9.0%VolatilityLower is calmer11.8%

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

3–5SCHD wins

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

2.0%MAnot top 5

2.0%MSFTnot top 5

1.9%AAPLnot top 5

1.9%AMZNnot top 5

1.9%MMMnot top 5

Held in common8.5%

End-of-day Nov 11, 2026 · share of each fund

JEPI vs SCHD Returns, Every Period

5Y

J.P. MorganJEPI

+7.8%

5 years, per year

SCHDSchwab

+10.4%

5 years, per year

JEPISCHDFaded: behind in that period

0–4SCHD wins

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

Income vs International: JEPI vs IEFA

YTD

J.P. MorganJEPI

+8.6%

IEFAiShares

+10.7%

+8.6%Year to date+10.7%

−6.7%Worst drop · 1Y−11.5%

9.0%Volatility · 1Y16.5%

7.8%Yield3.4%

$46.6BAssets$192B

3–1JEPI wins

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

Yields: JEPI, WCMI, SCHD, IEFA

1Y

7.84%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.84%$784

IEFA3.38%$338

SCHD2.93%$293

WCMI0.56%$56

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$749most kept, JEPI

JEPI$784 − $35 = $749

IEFA$338 − $7 = $331

SCHD$293 − $6 = $287

WCMI$56 − $85 = −$29

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: JEPI, WCMI, SCHD, IEFA

Today

8.5%most shared, JEPI and SCHD

JEPIWCMISCHDIEFA

JEPI—0.6%8.5%0.0%

WCMI0.6%—0.0%4.0%

SCHD8.5%0.0%—0.0%

IEFA0.0%4.0%0.0%—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

1Y

+39.3%SCHD, at 11.8% volatility

JEPIWorst drop−6.7%9.0% vol

SCHDWorst drop−6.9%11.8% vol

IEFAWorst drop−11.5%16.5% vol

WCMIWorst drop−12.5%20.9% vol

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

JEPISCHD

+8.6%Year to date+34.6%

7.8%Yield2.9%

+11.2%Past year+39.3%

0.35%Fee0.06%

3–1SCHD wins

End-of-day Nov 11, 2026

+8.1%Year to date+8.6%

12.2%Yield7.8%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 11, 2026

+13.0%Year to date+10.7%

2.4%Yield3.4%

$232BAssets$192B

1–1level

End-of-day Nov 11, 2026

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JEPI, WCMI, SCHD and IEFA

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four