Compare · 4 funds side by side · dividends reinvested

JEPQ, WCMI, SCHD and IEFA

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

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,375SCHD · best of the four

02 / 04

JEPQ, WCMI, SCHD and IEFA, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.98%+32.3%+38.7%+20.3%+10.4%−6.9%11.7%$123B1.3

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.17%+8.5%+9.3%+20.3%[…]−8.8%15.5%$42.1B2.3

iShares Core MSCI EAFE ETFInternational · Developed0.07%3.44%+8.5%+13.5%+19.2%+7.9%−11.5%16.2%$193B2.4

First Trust WCM International Equity ETFInternational · Ex-US broad0.85%0.59%+4.9%+8.3%[…][…]−12.5%20.8%$2.1B4.0

Rank among the four1st → 4thFee, 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 · WCMI 2020 · SCHD 2011 · IEFA 2012

Head to Head

Swap sides Versus in desk

Head to Head

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

JEPQ

WCMI

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

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

JEPQMeasureWCMI

+8.5%Year to dateJan 1 → Nov 5+4.9%

+9.3%1 yearTotal return+8.3%

+20.3%3 years · per year$10,000 became $17,406 · […][…]

[…]5 years · per year[…]

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

12.17%Trailing 12-mo yield$1,217 · $59 a year on $10k0.59%

−8.8%Worst dropSmaller is better−12.5%

15.5%VolatilityLower is calmer20.8%

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

6–0JEPQ 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 WCMI: Top 5 Holdings

Today

JEPQ

28.3%in top 5

WCMI

in top 521.9%

JEPQStockWCMI

7.1%AAPLnot top 5

6.8%NVDAnot top 5

not top 52330.TW6.8%

6.0%MSFTnot top 5

not top 5CSU.TO4.5%

4.2%GOOGnot top 5

4.2%AMZNnot top 5

not top 5BAB.L3.8%

not top 5TSCO.L3.4%

not top 5SONY3.4%

Held in common0.2%

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

JEPQ vs WCMI Returns, Every Period

J.P. MorganJEPQ

+9.3%

past year

WCMIFirst Trust

+8.3%

past year

JEPQWCMIFaded: behind in that period

2–0JEPQ wins

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

Income vs International: JEPQ vs IEFA

YTD

J.P. MorganJEPQ

+8.5%

IEFAiShares

+8.5%

+8.5%Year to date+8.5%

−8.8%Worst drop · 1Y−11.5%

15.5%Volatility · 1Y16.2%

12.2%Yield3.4%

$42.1BAssets$193B

3–0JEPQ wins

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

Cost, Income and Risk

Fees: JEPQ, WCMI, SCHD, IEFA

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

IEFA0.07%$7

JEPQ0.35%$35

WCMI0.85%$85

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

Yields: JEPQ, WCMI, SCHD, IEFA

12.17%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.17%$1,217

IEFA3.44%$344

SCHD2.98%$298

WCMI0.59%$59

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

IEFA$344 − $7 = $337

SCHD$298 − $6 = $292

WCMI$59 − $85 = −$26

KeptFee

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

Overlap: JEPQ, WCMI, SCHD, IEFA

Today

4.0%most shared, WCMI and IEFA

JEPQWCMISCHDIEFA

JEPQ—0.2%3.8%0.1%

WCMI0.2%—0.0%4.0%

SCHD3.8%0.0%—0.0%

IEFA0.1%4.0%0.0%—

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

Return vs Bumpiness: 4 ETFs

+38.7%SCHD, at 11.7% volatility

SCHDWorst drop−6.9%11.7% vol

JEPQWorst drop−8.8%15.5% vol

IEFAWorst drop−11.5%16.2% vol

WCMIWorst drop−12.5%20.8% vol

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

Paid More vs Made More

YTD

JEPQSCHD

+8.5%Year to date+32.3%

12.2%Yield3.0%

+9.3%Past year+38.7%

0.35%Fee0.06%

3–1SCHD wins

End-of-day Nov 5, 2026

Popular Pairs Near These Four

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

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

VEA vs IEFA

YTD

VanguardVEA

+10.2%

IEFAiShares

+8.5%

+10.2%Year to date+8.5%

2.5%Yield3.4%

$232BAssets$193B

1–1level

End-of-day Nov 5, 2026