Compare · 4 funds side by side · dividends reinvested

JEPI, WCMI, VEA and VT

JEPIJ.P. Morgan×WCMIFirst Trust×VEAVanguard×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, VEA and VT, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard FTSE Developed Markets ETFInternational · Developed0.03%2.51%+9.7%+14.8%+20.3%+8.7%−11.6%18.1%$232B1.9

Vanguard Total World Stock ETFInternational · Global0.06%1.59%+8.5%+10.4%+20.7%+9.4%−9.7%14.7%$81.8B1.9

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%8.09%+5.3%+8.2%+10.7%+7.1%−6.7%8.8%$46.8B2.4

First Trust WCM International Equity ETFInternational · Ex-US broad0.85%0.58%+5.8%+7.9%[…][…]−12.5%20.8%$2.1B3.8

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 · VEA 2007 · VT 2008

Head to Head

Swap sides Versus in desk

Head to Head

JPMorgan Equity Premium Income ETF · $46.8B$14,118

JEPI

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

$10,000 five years ago, dividends reinvested · they hold 27.9% in common

JEPIMeasureVT

+5.3%Year to dateJan 1 → Nov 6+8.5%

+8.2%1 yearTotal return+10.4%

+10.7%3 years · per year$10,000 became $13,562 · $17,563+20.7%

+7.1%5 years · per year$10,000 became $14,118 · $15,649+9.4%

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

8.09%Trailing 12-mo yield$809 · $159 a year on $10k1.59%

−6.7%Worst dropSmaller is better−9.7%

8.8%VolatilityLower is calmer14.7%

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

3–5VT wins

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

More Ways to See the Pairs

JEPI vs VT: Top 5 Holdings

Today

JEPI

9.9%in top 5

in top 515.6%

JEPIStockVT

not top 5NVDA4.5%

2.0%AAPL4.1%

2.0%MSFT3.2%

2.1%MAnot top 5

not top 5AMZN2.0%

1.9%MMMnot top 5

1.9%NEEnot top 5

not top 5GOOGL1.7%

Held in common27.9%

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

JEPI vs VT Returns, Every Period

J.P. MorganJEPI

+7.1%

5 years, per year

VTVanguard

+9.4%

5 years, per year

JEPIVTFaded: behind in that period

0–4VT wins

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

Income vs International: JEPI vs VEA

YTD

J.P. MorganJEPI

+5.3%

VEAVanguard

+9.7%

+5.3%Year to date+9.7%

−6.7%Worst drop · 1Y−11.6%

8.8%Volatility · 1Y18.1%

8.1%Yield2.5%

$46.8BAssets$232B

3–1JEPI wins

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

Cost, Income and Risk

Fees: JEPI, WCMI, VEA, VT

Today

0.03%lowest, VEA

FundExpense ratioFee$10k

VEA0.03%$3

VT0.06%$6

JEPI0.35%$35

WCMI0.85%$85

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

Yields: JEPI, WCMI, VEA, VT

8.09%highest, JEPI

FundTrailing yieldYield$10k

JEPI8.09%$809

VEA2.51%$251

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

VEA$251 − $3 = $248

VT$159 − $6 = $153

WCMI$58 − $85 = −$27

KeptFee

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

Overlap: JEPI, WCMI, VEA, VT

Today

27.9%most shared, JEPI and VT

JEPIWCMIVEAVT

JEPI—0.6%0.0%27.9%

WCMI0.6%—5.8%3.5%

VEA0.0%5.8%—23.3%

VT27.9%3.5%23.3%—

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

Return vs Bumpiness: 4 ETFs

+14.8%VEA, at 18.1% volatility

JEPIWorst drop−6.7%8.8% vol

VTWorst drop−9.7%14.7% vol

VEAWorst drop−11.6%18.1% vol

WCMIWorst drop−12.5%20.8% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

JEPIVEA

+5.3%Year to date+9.7%

8.1%Yield2.5%

+8.2%Past year+14.8%

0.35%Fee0.03%

3–1VEA 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

VEA vs IEFA

YTD

VanguardVEA

+9.7%

IEFAiShares

+7.7%

+9.7%Year to date+7.7%

2.5%Yield3.5%

$232BAssets$189B

1–1level

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