Compare · 4 funds side by side · dividends reinvested

JEPI, WCMI, SCHD and VYM

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

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Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,324VYM · 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 VYM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard High Dividend Yield ETFIncome · Dividend stocks0.04%2.23%+17.0%+19.9%+20.1%+11.6%−6.7%10.9%$78.9B1.8

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.93%+34.6%+39.3%+19.9%+10.4%−6.9%11.8%$123B2.0

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 · VYM 2006

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 VYM: Top 5 Holdings

Today

JEPI

9.8%in top 5

VYM

in top 518.2%

JEPIStockVYM

not top 5AVGO6.9%

not top 5JPM3.8%

not top 5XOM2.8%

not top 5JNJ2.7%

2.0%MAnot top 5

Cost, Income and Risk

Fees: JEPI, WCMI, SCHD, VYM

Today

0.04%lowest, VYM

FundExpense ratioFee$10k

VYM0.04%$4

SCHD0.06%$6

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%

SPYM vs SPY

YTD

SPDRSPYM

+12.4%

SPYSPDR

+12.3%

VYM

Vanguard High Dividend Yield ETF · $78.9B$17,324

$10,000 five years ago, dividends reinvested · they hold 25.9% in common

JEPIMeasureVYM

+8.6%Year to dateJan 1 → Nov 11+17.0%

+11.2%1 yearTotal return+19.9%

+11.1%3 years · per year$10,000 became $13,729 · $17,307+20.1%

+7.8%5 years · per year$10,000 became $14,545 · $17,324+11.6%

0.35%Expense ratio$35 · $4 a year on $10k · lower is better0.04%

7.84%Trailing 12-mo yield$784 · $223 a year on $10k2.23%

−6.7%Worst dropSmaller is better−6.7%

9.0%VolatilityLower is calmer10.9%

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

2–5VYM wins

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

2.0%MSFTnot top 5

not top 5ABBV2.0%

1.9%AAPLnot top 5

1.9%AMZNnot top 5

1.9%MMMnot top 5

Held in common25.9%

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

JEPI vs VYM Returns, Every Period

5Y

J.P. MorganJEPI

+7.8%

5 years, per year

VYMVanguard

+11.6%

5 years, per year

JEPIVYMFaded: behind in that period

0–4VYM wins

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

JEPI vs SCHD

YTD

J.P. MorganJEPI

+8.6%

SCHDSchwab

+34.6%

+8.6%Year to date+34.6%

−6.7%Worst drop · 1Y−6.9%

9.0%Volatility · 1Y11.8%

7.8%Yield2.9%

$46.6BAssets$123B

3–1JEPI wins

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

Yields: JEPI, WCMI, SCHD, VYM

1Y

7.84%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.84%$784

SCHD2.93%$293

VYM2.23%$223

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

SCHD$293 − $6 = $287

VYM$223 − $4 = $219

WCMI$56 − $85 = −$29

KeptFee

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

Overlap: JEPI, WCMI, SCHD, VYM

Today

25.9%most shared, JEPI and VYM

JEPIWCMISCHDVYM

JEPI—0.6%8.5%25.9%

WCMI0.6%—0.0%0.5%

SCHD8.5%0.0%—21.9%

VYM25.9%0.5%21.9%—

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

VYMWorst drop−6.7%10.9% vol

SCHDWorst drop−6.9%11.8% 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

+12.4%Year to date+12.3%

1.0%Yield1.0%

$183BAssets$792B

1–0SPYM wins

End-of-day Nov 11, 2026

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JEPI, WCMI, SCHD and VYM

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four