Compare · 4 funds side by side · dividends reinvested

JEPQ, WCMI, DGRO and IEFA

JEPQJ.P. Morgan×WCMIFirst Trust×DGROiShares×IEFAiShares×

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Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,075DGRO · best of the four

Story of the four · IncomeMost incomeJEPQ · 12.45% · $1,245 a year on $10k

Story of the four · RiskSmallest drop

JEPQ, WCMI, DGRO and IEFA, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core Dividend Growth ETFIncome · Dividend stocks0.08%1.83%+19.1%+22.8%+20.4%+11.3%−6.5%10.3%$45.5B1.4

iShares Core MSCI EAFE ETFInternational · Developed0.07%3.38%+10.4%+14.6%+18.2%+8.2%−11.5%16.5%$193B1.9

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.45%+6.0%+8.8%+17.6%[…]−11.5%16.9%$40.7B3.0

First Trust WCM International Equity ETFInternational · Ex-US broad0.85%0.57%+8.0%+11.8%[…][…]−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 10, 2026 · returns include dividends · since: JEPQ 2022 · WCMI 2020 · DGRO 2014 · IEFA 2012

Head to Head

Swap sides Versus in desk

Head to Head

5Y

JPMorgan Nasdaq Equity Premium Income ETF · $40.7B[…]

JEPQ

More Ways to See the Pairs

JEPQ vs WCMI: Top 5 Holdings

Today

JEPQ

28.0%in top 5

WCMI

in top 522.0%

JEPQStockWCMI

7.2%AAPLnot top 5

not top 52330.TW6.7%

6.2%NVDAnot top 5

6.0%MSFTnot top 5

not top 5CSU.TO

Cost, Income and Risk

Fees: JEPQ, WCMI, DGRO, IEFA

Today

0.07%lowest, IEFA

FundExpense ratioFee$10k

IEFA0.07%$7

DGRO0.08%$8

JEPQ0.35%$35

WCMI0.85%$85

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

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

+33.8%Year to date+15.1%

2.9%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

VEA vs IEFA

YTD

VanguardVEA

+12.9%

IEFAiShares

+10.4%

WCMI

First Trust WCM International Equity ETF · $2.1B[…]

$10,000 five years ago, dividends reinvested · they hold 0.2% in common

JEPQMeasureWCMI

+6.0%Year to dateJan 1 → Nov 10+8.0%

+8.8%1 yearTotal return+11.8%

+17.6%3 years · per year$10,000 became $16,284 · […][…]

[…]5 years · per year[…]

0.35%Expense ratio$35 · $85 a year on $10k · lower is better0.85%

12.45%Trailing 12-mo yield$1,245 · $57 a year on $10k0.57%

−11.5%Worst dropSmaller is better−12.5%

16.9%VolatilityLower is calmer20.9%

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

4–2JEPQ wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

4.4%

4.3%AMZNnot top 5

4.3%GOOGnot top 5

not top 5BAB.L3.9%

not top 5SONY3.5%

not top 5LTMC.MI3.5%

Held in common0.2%

End-of-day Nov 10, 2026 · share of each fund

JEPQ vs WCMI Returns, Every Period

1Y

J.P. MorganJEPQ

+8.8%

past year

WCMIFirst Trust

+11.8%

past year

JEPQWCMIFaded: behind in that period

0–2WCMI wins

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

Income vs International: JEPQ vs IEFA

YTD

J.P. MorganJEPQ

+6.0%

IEFAiShares

+10.4%

+6.0%Year to date+10.4%

−11.5%Worst drop · 1Y−11.5%

16.9%Volatility · 1Y16.5%

12.4%Yield3.4%

$40.7BAssets$193B

2–1IEFA wins

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

Yields: JEPQ, WCMI, DGRO, IEFA

1Y

12.45%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.45%$1,245

IEFA3.38%$338

DGRO1.83%$183

WCMI0.57%$57

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$1,210most kept, JEPQ

JEPQ$1,245 − $35 = $1,210

IEFA$338 − $7 = $331

DGRO$183 − $8 = $175

WCMI$57 − $85 = −$28

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: JEPQ, WCMI, DGRO, IEFA

Today

19.6%most shared, JEPQ and DGRO

JEPQWCMIDGROIEFA

JEPQ—0.2%19.6%0.1%

WCMI0.2%—0.4%4.0%

DGRO19.6%0.4%—0.0%

IEFA0.1%4.0%0.0%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

1Y

+22.8%DGRO, at 10.3% volatility

DGROWorst drop−6.5%10.3% vol

IEFAWorst drop−11.5%16.5% vol

JEPQWorst drop−11.5%16.9% vol

WCMIWorst drop−12.5%20.9% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQDGRO

+6.0%Year to date+19.1%

12.4%Yield1.8%

+8.8%Past year+22.8%

0.35%Fee0.08%

3–1DGRO wins

End-of-day Nov 10, 2026

+6.0%Year to date+7.6%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 10, 2026

+12.9%Year to date+10.4%

2.4%Yield3.4%

$232BAssets$193B

1–1level

End-of-day Nov 10, 2026

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JEPQ, WCMI, DGRO and IEFA

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four