Compare · 3 funds side by side · dividends reinvested

JEPQ, WCME and VT

JEPQJ.P. Morgan×WCMEFirst Trust×VTVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$15,576VT · best of the three

02 / 04

JEPQ, WCME and VT, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Total World Stock ETFInternational · Global0.06%1.59%+8.2%+10.7%+21.0%+9.3%−9.7%14.7%$81.8B1.4

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.17%+8.5%+9.3%+20.3%[…]−8.8%15.5%$42.1B1.6

First Trust WCM Developing World Equity ETFInternational · Global0.95%0.40%−2.7%−3.9%[…][…]−17.3%25.5%$36M3.0

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: JEPQ 2022 · WCME 2020 · VT 2008

Head to Head

Swap sides Versus in desk

Head to Head

JPMorgan Nasdaq Equity Premium Income ETF · $42.1B[…]

JEPQ

Vanguard Total World Stock ETF · $81.8B$15,576

$10,000 five years ago, dividends reinvested · they hold 30.9% in common

JEPQMeasureVT

+8.5%Year to dateJan 1 → Nov 5+8.2%

+9.3%1 yearTotal return+10.7%

+20.3%3 years · per year$10,000 became $17,406 · $17,695+21.0%

[…]5 years · per year$10,000 became […] · $15,576+9.3%

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

12.17%Trailing 12-mo yield$1,217 · $159 a year on $10k1.59%

−8.8%Worst dropSmaller is better−9.7%

15.5%VolatilityLower is calmer14.7%

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

3–4VT wins

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

More Ways to See the Pairs

JEPQ vs VT: Top 5 Holdings

Today

JEPQ

28.3%in top 5

in top 515.6%

JEPQStockVT

7.1%AAPL4.1%

6.8%NVDA4.5%

6.0%MSFT3.2%

4.2%GOOGnot top 5

4.2%AMZN2.0%

not top 5GOOGL1.7%

Held in common30.9%

End-of-day Nov 5, 2026 · share of each fund

JEPQ vs VT Returns, Every Period

J.P. MorganJEPQ

+9.3%

past year

VTVanguard

+10.7%

past year

JEPQVTFaded: behind in that period

1–2VT wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Income vs International: JEPQ vs VT

YTD

J.P. MorganJEPQ

+8.5%

VTVanguard

+8.2%

+8.5%Year to date+8.2%

−8.8%Worst drop · 1Y−9.7%

15.5%Volatility · 1Y14.7%

12.2%Yield1.6%

$42.1BAssets$81.8B

3–1JEPQ wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: JEPQ, WCME, VT

Today

0.06%lowest, VT

FundExpense ratioFee$10k

VT0.06%$6

JEPQ0.35%$35

WCME0.95%$95

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: JEPQ, WCME, VT

12.17%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.17%$1,217

VT1.59%$159

WCME0.40%$40

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$1,182most kept, JEPQ

JEPQ$1,217 − $35 = $1,182

VT$159 − $6 = $153

WCME$40 − $95 = −$55

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: JEPQ, WCME, VT

Today

30.9%most shared, JEPQ and VT

JEPQWCMEVT

JEPQ—0.1%30.9%

WCME0.1%—4.2%

VT30.9%4.2%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+10.7%VT, at 14.7% volatility

VTWorst drop−9.7%14.7% vol

JEPQWorst drop−8.8%15.5% vol

WCMEWorst drop−17.3%25.5% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQVT

+8.5%Year to date+8.2%

12.2%Yield1.6%

+9.3%Past year+10.7%

0.35%Fee0.06%

2–2level

End-of-day Nov 5, 2026

Popular Pairs Near These Three

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026