Compare · 4 funds side by side · dividends reinvested

JEPI, WCMI, SCHD and IEMG

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

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,428SCHD · best of the four

02 / 04

JEPI, WCMI, SCHD and IEMG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.94%+33.8%+38.8%+19.5%+10.4%−6.9%11.8%$122B1.4

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.92%+7.6%+10.6%+10.9%+7.6%−6.7%9.0%$45.2B2.4

iShares Core MSCI Emerging Markets ETFInternational · Emerging0.09%2.44%+10.6%+12.4%+18.7%+6.5%−17.8%25.7%$146B2.8

First Trust WCM International Equity ETFInternational · Ex-US broad0.85%0.57%+8.0%+11.8%[…][…]−12.5%20.9%$2.1B3.3

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

End-of-day Nov 10, 2026 · returns include dividends · since: JEPI 2020 · WCMI 2020 · SCHD 2011 · IEMG 2012

Head to Head

Swap sides Versus in desk

Head to Head

JPMorgan Equity Premium Income ETF · $45.2B$14,429

JEPI

IEMG

iShares Core MSCI Emerging Markets ETF · $146B$13,676

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

JEPIMeasureIEMG

+7.6%Year to dateJan 1 → Nov 10+10.6%

+10.6%1 yearTotal return+12.4%

+10.9%3 years · per year$10,000 became $13,634 · $16,732+18.7%

+7.6%5 years · per year$10,000 became $14,429 · $13,676+6.5%

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

7.92%Trailing 12-mo yield$792 · $244 a year on $10k2.44%

−6.7%Worst dropSmaller is better−17.8%

9.0%VolatilityLower is calmer25.7%

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

4–4Level

End-of-day Nov 10, 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

9.8%in top 5

IEMG

in top 526.8%

JEPIStockIEMG

not top 52330.TW13.4%

not top 5005930.K5.3%

not top 5000660.K3.7%

not top 50700.HK2.6%

2.0%MSFTnot top 5

2.0%MAnot top 5

2.0%AAPLnot top 5

1.9%AMZNnot top 5

1.9%MMMnot top 5

not top 59988.HK1.8%

Held in common0.0%

End-of-day Nov 10, 2026 · share of each fund

JEPI vs IEMG Returns, Every Period

J.P. MorganJEPI

+7.6%

5 years, per year

IEMGiShares

+6.5%

5 years, per year

JEPIIEMGFaded: behind in that period

1–3IEMG wins

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

JEPI vs SCHD

YTD

J.P. MorganJEPI

+7.6%

SCHDSchwab

+33.8%

+7.6%Year to date+33.8%

−6.7%Worst drop · 1Y−6.9%

9.0%Volatility · 1Y11.8%

7.9%Yield2.9%

$45.2BAssets$122B

3–1JEPI wins

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: JEPI, WCMI, SCHD, IEMG

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

IEMG0.09%$9

JEPI0.35%$35

WCMI0.85%$85

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

Yields: JEPI, WCMI, SCHD, IEMG

7.92%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.92%$792

SCHD2.94%$294

IEMG2.44%$244

WCMI0.57%$57

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

$757most kept, JEPI

JEPI$792 − $35 = $757

SCHD$294 − $6 = $288

IEMG$244 − $9 = $235

WCMI$57 − $85 = −$28

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: JEPI, WCMI, SCHD, IEMG

Today

10.0%most shared, WCMI and IEMG

JEPIWCMISCHDIEMG

JEPI—0.6%8.3%0.0%

WCMI0.6%—0.0%10.0%

SCHD8.3%0.0%—0.0%

IEMG0.0%10.0%0.0%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+38.8%SCHD, at 11.8% volatility

JEPIWorst drop−6.7%9.0% vol

SCHDWorst drop−6.9%11.8% vol

WCMIWorst drop−12.5%20.9% vol

IEMGWorst drop−17.8%25.7% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

JEPISCHD

+7.6%Year to date+33.8%

7.9%Yield2.9%

+10.6%Past year+38.8%

0.35%Fee0.06%

3–1SCHD wins

End-of-day Nov 10, 2026

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

+33.8%Year to date+15.1%

2.9%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

+6.0%Year to date+7.6%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 10, 2026

VWO vs IEMG

YTD

VanguardVWO

+5.4%

IEMGiShares

+10.6%

+5.4%Year to date+10.6%

2.2%Yield2.4%

$125BAssets$146B

2–0IEMG wins

End-of-day Nov 10, 2026