Compare · 3 funds side by side · dividends reinvested

JEPQ, WCMG and VT

JEPQJ.P. Morgan×WCMGFirst Trust×VTVanguard×

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$15,953VT · best of the three

Story of the three · IncomeMost incomeJEPQ · 12.20% · $1,220 a year on $10k

Story of the three · RiskSmallest drop

JEPQ, WCMG and VT, 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%$81.8B1.1

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.20%+8.1%+9.0%+18.2%[…]−11.5%16.9%$41.8B1.9

First Trust WCM Global Equity ETFInternational · Global0.85%0.00%[…][…][…][…][…][…]$4M3.0

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

End-of-day Nov 11, 2026 · returns include dividends · since: JEPQ 2022 · WCMG 2026 · VT 2008

Head to Head

Swap sides Versus in desk

Head to Head

5Y

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

VT

JEPQ

JPMorgan Nasdaq Equity Premium Income ETF · $41.8B[…]

$10,000 five years ago, dividends reinvested · they hold 31.0% in common

VTMeasure

More Ways to See the Pairs

VT vs JEPQ: Top 5 Holdings

Today

VT

15.6%in top 5

JEPQ

in top 527.6%

VTStockJEPQ

4.1%AAPL7.2%

4.5%NVDA5.9%

3.2%MSFT5.9%

2.0%AMZN4.4%

not top 5GOOG

Cost, Income and Risk

Fees: JEPQ, WCMG, VT

Today

0.06%lowest, VT

FundExpense ratioFee$10k

VT0.06%$6

JEPQ0.35%$35

WCMG0.85%$85

End-of-day Nov 11, 2026 · fee on $10,000 a year

Yields: JEPQ, WCMG, VT

Popular Pairs Near These Three

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

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

SPYM vs SPY

YTD

SPDRSPYM

+12.4%

SPYSPDR

+12.3%

JEPQ

+12.0%Year to dateJan 1 → Nov 11+8.1%

+13.2%1 yearTotal return+9.0%

+20.7%3 years · per year$10,000 became $17,564 · $16,525+18.2%

+9.8%5 years · per year$10,000 became $15,953 · […][…]

0.06%Expense ratio$6 · $35 a year on $10k · lower is better0.35%

1.54%Trailing 12-mo yield$154 · $1,220 a year on $10k12.20%

−9.7%Worst dropSmaller is better−11.5%

14.8%VolatilityLower is calmer16.9%

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

6–1VT wins

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

4.3%

1.7%GOOGLnot top 5

Held in common31.0%

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

VT vs JEPQ Returns, Every Period

1Y

VanguardVT

+13.2%

past year

JEPQJ.P. Morgan

+9.0%

past year

VTJEPQFaded: behind in that period

3–0VT wins

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

International vs Income: VT vs JEPQ

YTD

VanguardVT

+12.0%

JEPQJ.P. Morgan

+8.1%

+12.0%Year to date+8.1%

−9.7%Worst drop · 1Y−11.5%

14.8%Volatility · 1Y16.9%

1.5%Yield12.2%

$81.8BAssets$41.8B

3–1VT wins

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

1Y

12.20%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.20%$1,220

VT1.54%$154

WCMG0.00%$0

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$1,185most kept, JEPQ

JEPQ$1,220 − $35 = $1,185

VT$154 − $6 = $148

WCMG$0 − $85 = −$85

KeptFee

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

Overlap: JEPQ, WCMG, VT

Today

31.0%most shared, JEPQ and VT

JEPQWCMGVT

JEPQ—0.2%31.0%

WCMG0.2%—4.4%

VT31.0%4.4%—

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

Return vs Bumpiness: 3 ETFs

1Y

+13.2%VT, at 14.8% volatility

VTWorst drop−9.7%14.8% vol

JEPQWorst drop−11.5%16.9% vol

WCMGWorst drop[…][…]

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQVT

+8.1%Year to date+12.0%

12.2%Yield1.5%

+9.0%Past year+13.2%

0.35%Fee0.06%

3–1VT wins

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

+12.4%Year to date+12.3%

1.0%Yield1.0%

$183BAssets$793B

1–0SPYM wins

End-of-day Nov 11, 2026

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JEPQ, WCMG and VT

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three