Compare · 4 funds side by side · dividends reinvested

VIG, WCBR, JEPI and SCHD

VIGVanguard×WCBRWisdomTree×JEPIJ.P. Morgan×SCHDSchwab×

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Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,596VIG · best of the four

Story of the four · IncomeMost incomeJEPI · 7.86% · $786 a year on $10k

Story of the four · RiskSmallest drop

VIG, WCBR, JEPI and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.93%+34.2%+36.8%+19.9%+10.4%−6.9%11.7%$123B2.0

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.45%+16.0%+16.9%+18.9%+10.7%−7.9%11.0%$109B2.4

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.86%+8.3%+10.1%+11.1%+7.7%−6.7%9.0%$46.8B2.8

WisdomTree Cybersecurity FundThematic · Cyber & cloud0.45%0.00%+55.6%+35.1%+28.4%+8.1%−29.1%41.6%$197M2.9

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

End-of-day Nov 12, 2026 · returns include dividends · since: VIG 2006 · WCBR 2021 · JEPI 2020 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

5Y

WisdomTree Cybersecurity Fund · $197M$14,773

WCBR

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WCBR vs SCHD: Top 5 Holdings

Today

WCBR

29.9%in top 5

SCHD

in top 521.7%

WCBRStockSCHD

6.7%ZSnot top 5

6.1%Snot top 5

5.9%NTSKnot top 5

5.8%CRWDnot top 5

5.5%TENBnot top 5

Cost, Income and Risk

Fees: VIG, WCBR, JEPI, SCHD

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

SCHD0.06%$6

JEPI0.35%$35

WCBR0.45%$45

End-of-day Nov 12, 2026 · fee on $10,000 a year

Popular Pairs Near These Four

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

+7.8%Year to date+8.3%

12.2%Yield7.9%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 12, 2026

DGRO vs VIG

YTD

iSharesDGRO

+19.6%

VIGVanguard

+16.0%

SPYM vs SPY

YTD

SPDRSPYM

+12.0%

SPYSPDR

+11.9%

SCHD

Schwab U.S. Dividend Equity ETF · $123B$16,429

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

WCBRMeasureSCHD

+55.6%Year to dateJan 1 → Nov 12+34.2%

+35.1%1 yearTotal return+36.8%

+28.4%3 years · per year$10,000 became $21,147 · $17,257+19.9%

+8.1%5 years · per year$10,000 became $14,773 · $16,429+10.4%

0.45%Expense ratio$45 · $6 a year on $10k · lower is better0.06%

0.00%Trailing 12-mo yield$0 · $293 a year on $10k2.93%

−29.1%Worst dropSmaller is better−6.9%

41.6%VolatilityLower is calmer11.7%

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

2–6SCHD wins

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5TXN4.7%

not top 5PG4.4%

not top 5KO4.3%

not top 5HD4.3%

not top 5AMGN4.1%

Held in common0.0%

End-of-day Nov 12, 2026 · share of each fund

WCBR vs SCHD Returns, Every Period

5Y

WisdomTreeWCBR

+8.1%

5 years, per year

SCHDSchwab

+10.4%

5 years, per year

WCBRSCHDFaded: behind in that period

2–2Level

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

Thematic vs Income: WCBR vs JEPI

YTD

WisdomTreeWCBR

+55.6%

JEPIJ.P. Morgan

+8.3%

+55.6%Year to date+8.3%

−29.1%Worst drop · 1Y−6.7%

41.6%Volatility · 1Y9.0%

0.0%Yield7.9%

$197MAssets$46.8B

3–1JEPI wins

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

Yields: VIG, WCBR, JEPI, SCHD

1Y

7.86%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.86%$786

SCHD2.93%$293

VIG1.45%$145

WCBR0.00%$0

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

Income After Fees on $10,000

1Y

$751most kept, JEPI

JEPI$786 − $35 = $751

SCHD$293 − $6 = $287

VIG$145 − $4 = $141

WCBR$0 − $45 = −$45

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: VIG, WCBR, JEPI, SCHD

Today

31.6%most shared, VIG and JEPI

VIGWCBRJEPISCHD

VIG—0.0%31.6%14.5%

WCBR0.0%—0.4%0.0%

JEPI31.6%0.4%—8.5%

SCHD14.5%0.0%8.5%—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

1Y

+36.8%SCHD, at 11.7% volatility

JEPIWorst drop−6.7%9.0% vol

VIGWorst drop−7.9%11.0% vol

SCHDWorst drop−6.9%11.7% vol

WCBRWorst drop−29.1%41.6% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

JEPIWCBR

+8.3%Year to date+55.6%

7.9%Yield0.0%

+10.1%Past year+35.1%

0.35%Fee0.45%

2–2level

End-of-day Nov 12, 2026

+19.6%Year to date+16.0%

1.8%Yield1.4%

$45.9BAssets$109B

2–0DGRO wins

End-of-day Nov 12, 2026

+12.0%Year to date+11.9%

1.0%Yield1.0%

$183BAssets$793B

1–0SPYM wins

End-of-day Nov 12, 2026

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VIG, WCBR, JEPI and SCHD

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four