Compare · 4 funds side by side · dividends reinvested

JEPI, WCMI, VT and IEFA

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

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Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$15,953VT · 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, VT and IEFA, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Total World Stock ETFInternational · Global0.06%1.54%+12.0%+13.2%+20.7%+9.8%−9.7%14.8%$81.8B1.6

iShares Core MSCI EAFE ETFInternational · Developed0.07%3.38%+10.7%+13.7%+18.5%+8.1%−11.5%16.5%$192B2.1

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.84%+8.6%+11.2%+11.1%+7.8%−6.7%9.0%$46.8B2.5

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 · VT 2008 · IEFA 2012

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Vanguard Total World Stock ETF · $81.8B$15,953

VT

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VT vs IEFA: Top 5 Holdings

Today

VT

15.6%in top 5

IEFA

in top 57.2%

VTStockIEFA

4.5%NVDAnot top 5

4.1%AAPLnot top 5

3.2%MSFTnot top 5

not top 5ASML.AS2.4%

2.0%AMZNnot top 5

Cost, Income and Risk

Fees: JEPI, WCMI, VT, IEFA

Today

0.06%lowest, VT

FundExpense ratioFee$10k

VT0.06%$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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

+8.1%Year to date+8.6%

12.2%Yield7.8%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 11, 2026

VEA vs IEFA

YTD

VanguardVEA

+13.0%

IEFAiShares

+10.7%

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

IEFA

iShares Core MSCI EAFE ETF · $192B$14,780

$10,000 five years ago, dividends reinvested · they hold 17.9% in common

VTMeasureIEFA

+12.0%Year to dateJan 1 → Nov 11+10.7%

+13.2%1 yearTotal return+13.7%

+20.7%3 years · per year$10,000 became $17,564 · $16,652+18.5%

+9.8%5 years · per year$10,000 became $15,953 · $14,780+8.1%

0.06%Expense ratio$6 · $7 a year on $10k · lower is better0.07%

1.54%Trailing 12-mo yield$154 · $338 a year on $10k3.38%

−9.7%Worst dropSmaller is better−11.5%

14.8%VolatilityLower is calmer16.5%

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

6–2VT wins

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

1.7%GOOGLnot top 5

not top 5ROP.SW1.4%

not top 5HSBA.L1.2%

not top 5NOVN.SW1.2%

not top 5AZN.L1.1%

Held in common17.9%

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

VT vs IEFA Returns, Every Period

5Y

VanguardVT

+9.8%

5 years, per year

IEFAiShares

+8.1%

5 years, per year

VTIEFAFaded: behind in that period

3–1VT wins

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

International vs Income: VT vs JEPI

YTD

VanguardVT

+12.0%

JEPIJ.P. Morgan

+8.6%

+12.0%Year to date+8.6%

−9.7%Worst drop · 1Y−6.7%

14.8%Volatility · 1Y9.0%

1.5%Yield7.8%

$81.8BAssets$46.8B

3–1JEPI wins

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

Yields: JEPI, WCMI, VT, IEFA

1Y

7.84%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.84%$784

IEFA3.38%$338

VT1.54%$154

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

VT$154 − $6 = $148

WCMI$56 − $85 = −$29

KeptFee

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

Overlap: JEPI, WCMI, VT, IEFA

Today

28.2%most shared, JEPI and VT

JEPIWCMIVTIEFA

JEPI—0.6%28.2%0.0%

WCMI0.6%—3.5%4.0%

VT28.2%3.5%—17.9%

IEFA0.0%4.0%17.9%—

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

Return vs Bumpiness: 4 ETFs

1Y

+13.7%IEFA, at 16.5% volatility

JEPIWorst drop−6.7%9.0% vol

VTWorst drop−9.7%14.8% 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

JEPIVT

+8.6%Year to date+12.0%

7.8%Yield1.5%

+11.2%Past year+13.2%

0.35%Fee0.06%

3–1VT wins

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

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

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JEPI, WCMI, VT and IEFA

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four