Compare · 4 funds side by side · dividends reinvested

JEPQ, WCMI, SCHD and IEMG

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

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,459SCHD · best of the four

02 / 04

JEPQ, WCMI, SCHD and IEMG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.96%+33.2%+39.1%+19.6%+10.5%−6.9%11.8%$122B1.3

iShares Core MSCI Emerging Markets ETFInternational · Emerging0.09%2.42%+11.4%+12.8%+19.8%+6.4%−17.8%25.7%$146B2.5

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.39%+6.6%+9.2%+18.2%[…]−11.5%16.9%$40.7B2.7

First Trust WCM International Equity ETFInternational · Ex-US broad0.85%0.57%+8.7%+12.2%[…][…]−12.5%20.9%$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 9, 2026 · returns include dividends · since: JEPQ 2022 · WCMI 2020 · SCHD 2011 · IEMG 2012

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core MSCI Emerging Markets ETF · $146B$13,648

IEMG

SCHD

Schwab U.S. Dividend Equity ETF · $122B$16,459

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

IEMGMeasureSCHD

+11.4%Year to dateJan 1 → Nov 9+33.2%

+12.8%1 yearTotal return+39.1%

+19.8%3 years · per year$10,000 became $17,172 · $17,123+19.6%

+6.4%5 years · per year$10,000 became $13,648 · $16,459+10.5%

0.09%Expense ratio$9 · $6 a year on $10k · lower is better0.06%

2.42%Trailing 12-mo yield$242 · $296 a year on $10k2.96%

−17.8%Worst dropSmaller is better−6.9%

25.7%VolatilityLower is calmer11.8%

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

1–7SCHD wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

IEMG vs SCHD: Top 5 Holdings

Today

IEMG

26.6%in top 5

SCHD

in top 521.4%

IEMGStockSCHD

13.1%2330.TWnot top 5

5.3%005930.Knot top 5

not top 5PG4.4%

not top 5TXN4.3%

not top 5KO4.3%

not top 5HD4.3%

not top 5AMGN4.1%

3.7%000660.Knot top 5

2.7%0700.HKnot top 5

1.8%9988.HKnot top 5

Held in common0.0%

End-of-day Nov 9, 2026 · share of each fund

IEMG vs SCHD Returns, Every Period

iSharesIEMG

+6.4%

5 years, per year

SCHDSchwab

+10.5%

5 years, per year

IEMGSCHDFaded: behind in that period

1–3SCHD wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

International vs Income: IEMG vs JEPQ

YTD

iSharesIEMG

+11.4%

JEPQJ.P. Morgan

+6.6%

+11.4%Year to date+6.6%

−17.8%Worst drop · 1Y−11.5%

25.7%Volatility · 1Y16.9%

2.4%Yield12.4%

$146BAssets$40.7B

3–1JEPQ wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: JEPQ, WCMI, SCHD, IEMG

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

IEMG0.09%$9

JEPQ0.35%$35

WCMI0.85%$85

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: JEPQ, WCMI, SCHD, IEMG

12.39%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.39%$1,239

SCHD2.96%$296

IEMG2.42%$242

WCMI0.57%$57

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$1,204most kept, JEPQ

JEPQ$1,239 − $35 = $1,204

SCHD$296 − $6 = $290

IEMG$242 − $9 = $233

WCMI$57 − $85 = −$28

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: JEPQ, WCMI, SCHD, IEMG

Today

9.7%most shared, WCMI and IEMG

JEPQWCMISCHDIEMG

JEPQ—0.2%3.8%0.1%

WCMI0.2%—0.0%9.7%

SCHD3.8%0.0%—0.0%

IEMG0.1%9.7%0.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+39.1%SCHD, at 11.8% volatility

SCHDWorst drop−6.9%11.8% vol

JEPQWorst drop−11.5%16.9% vol

WCMIWorst drop−12.5%20.9% vol

IEMGWorst drop−17.8%25.7% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQSCHD

+6.6%Year to date+33.2%

12.4%Yield3.0%

+9.2%Past year+39.1%

0.35%Fee0.06%

3–1SCHD wins

End-of-day Nov 9, 2026

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

VWO vs IEMG

YTD

VanguardVWO

+5.6%

IEMGiShares

+11.4%

+5.6%Year to date+11.4%

2.2%Yield2.4%

$125BAssets$146B

2–0IEMG wins

End-of-day Nov 9, 2026