Compare · 4 funds side by side · dividends reinvested

JEPQ, WCMI, IEMG and SCHD

JEPQJ.P. Morgan×WCMIFirst Trust×IEMGiShares×SCHDSchwab×

02 / 04

−0.1%

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Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,418SCHD · best of the four

Story of the four · IncomeMost incomeJEPQ · 12.37% · $1,237 a year on $10k

Story of the four · RiskSmallest drop

JEPQ, WCMI, IEMG and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.92%+34.9%+37.5%+20.2%+10.4%−6.9%11.7%$124B1.1

iShares Core MSCI Emerging Markets ETFInternational · Emerging0.09%2.42%+11.2%+11.0%+18.9%+6.5%−17.8%25.8%$147B2.6

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.37%+6.7%+7.6%+17.4%[…]−11.5%17.0%$42.6B2.7

First Trust WCM International Equity ETFInternational · Ex-US broad0.85%0.57%+7.8%+9.4%[…][…]−12.5%21.0%$2.1B3.3

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 13, 2026 · returns include dividends · since: JEPQ 2022 · WCMI 2020 · IEMG 2012 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Schwab U.S. Dividend Equity ETF · $124B$16,418

SCHD

More Ways to See the Pairs

SCHD vs JEPQ: Top 5 Holdings

Today

SCHD

21.8%in top 5

JEPQ

in top 527.3%

SCHDStockJEPQ

not top 5AAPL7.2%

not top 5NVDA5.9%

not top 5MSFT5.6%

4.8%TXNnot top 5

4.4%PGnot top 5

Cost, Income and Risk

Fees: JEPQ, WCMI, IEMG, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

IEMG0.09%$9

JEPQ0.35%$35

WCMI0.85%$85

End-of-day Nov 13, 2026 · fee on $10,000 a year

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 13, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.7%

JEPIJ.P. Morgan

+8.2%

VWO vs IEMG

YTD

VanguardVWO

+5.2%

IEMGiShares

+11.2%

JEPQ

JPMorgan Nasdaq Equity Premium Income ETF · $42.6B[…]

$10,000 five years ago, dividends reinvested · they hold 3.8% in common

SCHDMeasureJEPQ

+34.9%Year to dateJan 1 → Nov 13+6.7%

+37.5%1 yearTotal return+7.6%

+20.2%3 years · per year$10,000 became $17,374 · $16,188+17.4%

+10.4%5 years · per year$10,000 became $16,418 · […][…]

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

2.92%Trailing 12-mo yield$292 · $1,237 a year on $10k12.37%

−6.9%Worst dropSmaller is better−11.5%

11.7%VolatilityLower is calmer17.0%

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

6–1SCHD wins

End-of-day Nov 13, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

4.3%KOnot top 5

not top 5GOOG4.3%

4.2%HDnot top 5

not top 5AMZN4.2%

4.1%AMGNnot top 5

Held in common3.8%

End-of-day Nov 13, 2026 · share of each fund

SCHD vs JEPQ Returns, Every Period

1Y

SchwabSCHD

+37.5%

past year

JEPQJ.P. Morgan

+7.6%

past year

SCHDJEPQFaded: behind in that period

3–0SCHD wins

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

SCHD vs JEPQ

YTD

SchwabSCHD

+34.9%

JEPQJ.P. Morgan

+6.7%

+34.9%Year to date+6.7%

−6.9%Worst drop · 1Y−11.5%

11.7%Volatility · 1Y17.0%

2.9%Yield12.4%

$124BAssets$42.6B

3–1SCHD wins

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

Yields: JEPQ, WCMI, IEMG, SCHD

1Y

12.37%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.37%$1,237

SCHD2.92%$292

IEMG2.42%$242

WCMI0.57%$57

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$1,202most kept, JEPQ

JEPQ$1,237 − $35 = $1,202

SCHD$292 − $6 = $286

IEMG$242 − $9 = $233

WCMI$57 − $85 = −$28

KeptFee

End-of-day Nov 13, 2026 · yield in dollars minus the fee

Overlap: JEPQ, WCMI, IEMG, SCHD

Today

10.4%most shared, WCMI and IEMG

JEPQWCMIIEMGSCHD

JEPQ—0.2%0.1%3.8%

WCMI0.2%—10.4%0.0%

IEMG0.1%10.4%—0.0%

SCHD3.8%0.0%0.0%—

End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

1Y

+37.5%SCHD, at 11.7% volatility

SCHDWorst drop−6.9%11.7% vol

JEPQWorst drop−11.5%17.0% vol

WCMIWorst drop−12.5%21.0% vol

IEMGWorst drop−17.8%25.8% vol

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQSCHD

+6.7%Year to date+34.9%

12.4%Yield2.9%

+7.6%Past year+37.5%

0.35%Fee0.06%

3–1SCHD wins

End-of-day Nov 13, 2026

+6.7%Year to date+8.2%

12.4%Yield7.9%

$42.6BAssets$47.3B

1–1level

End-of-day Nov 13, 2026

+5.2%Year to date+11.2%

2.2%Yield2.4%

$125BAssets$147B

2–0IEMG wins

End-of-day Nov 13, 2026

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JEPQ, WCMI, IEMG and SCHD

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four