Compare · 4 funds side by side · dividends reinvested

VIG, WCME, SCHD and JEPI

VIGVanguard×WCMEFirst Trust×SCHDSchwab×JEPIJ.P. Morgan×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,267SCHD · best of the four

02 / 04

VIG, WCME, SCHD and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%3.00%+31.4%+37.0%+20.0%+10.2%−6.9%11.7%$120B1.6

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.50%+12.1%+14.3%+18.6%+10.2%−7.9%10.8%$109B2.1

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%8.09%+5.3%+8.2%+10.7%+7.1%−6.7%8.8%$46.8B2.3

First Trust WCM Developing World Equity ETFInternational · Global0.95%0.39%−1.3%−4.1%[…][…]−17.3%25.5%$37M4.0

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

End-of-day Nov 6, 2026 · returns include dividends · since: VIG 2006 · WCME 2020 · SCHD 2011 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

Schwab U.S. Dividend Equity ETF · $120B$16,267

SCHD

VIG

Vanguard Dividend Appreciation ETF · $109B$16,243

$10,000 five years ago, dividends reinvested · they hold 14.5% in common

SCHDMeasureVIG

+31.4%Year to dateJan 1 → Nov 6+12.1%

+37.0%1 yearTotal return+14.3%

+20.0%3 years · per year$10,000 became $17,266 · $16,669+18.6%

+10.2%5 years · per year$10,000 became $16,267 · $16,243+10.2%

0.06%Expense ratio$6 · $4 a year on $10k · lower is better0.04%

3.00%Trailing 12-mo yield$300 · $150 a year on $10k1.50%

−6.9%Worst dropSmaller is better−7.9%

11.7%VolatilityLower is calmer10.8%

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

5–2SCHD wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SCHD vs VIG: Top 5 Holdings

Today

SCHD

21.4%in top 5

VIG

in top 522.1%

SCHDStockVIG

not top 5MSFT4.9%

not top 5AAPL4.9%

4.5%PGnot top 5

4.3%HDnot top 5

not top 5AVGO4.3%

4.3%TXNnot top 5

4.3%KOnot top 5

not top 5LLY4.1%

4.1%AMGNnot top 5

not top 5JPM3.9%

Held in common14.5%

End-of-day Nov 6, 2026 · share of each fund

SCHD vs VIG Returns, Every Period

SchwabSCHD

+10.2%

5 years, per year

VIGVanguard

+10.2%

5 years, per year

SCHDVIGFaded: behind in that period

3–0SCHD wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

SCHD vs JEPI

YTD

SchwabSCHD

+31.4%

JEPIJ.P. Morgan

+5.3%

+31.4%Year to date+5.3%

−6.9%Worst drop · 1Y−6.7%

11.7%Volatility · 1Y8.8%

3.0%Yield8.1%

$120BAssets$46.8B

3–1JEPI wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: VIG, WCME, SCHD, JEPI

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

SCHD0.06%$6

JEPI0.35%$35

WCME0.95%$95

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: VIG, WCME, SCHD, JEPI

8.09%highest, JEPI

FundTrailing yieldYield$10k

JEPI8.09%$809

SCHD3.00%$300

VIG1.50%$150

WCME0.39%$39

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$774most kept, JEPI

JEPI$809 − $35 = $774

SCHD$300 − $6 = $294

VIG$150 − $4 = $146

WCME$39 − $95 = −$56

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: VIG, WCME, SCHD, JEPI

Today

30.7%most shared, VIG and JEPI

VIGWCMESCHDJEPI

VIG—0.0%14.5%30.7%

WCME0.0%—0.0%0.0%

SCHD14.5%0.0%—8.2%

JEPI30.7%0.0%8.2%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+37.0%SCHD, at 11.7% volatility

JEPIWorst drop−6.7%8.8% vol

VIGWorst drop−7.9%10.8% vol

SCHDWorst drop−6.9%11.7% vol

WCMEWorst drop−17.3%25.5% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

JEPISCHD

+5.3%Year to date+31.4%

8.1%Yield3.0%

+8.2%Past year+37.0%

0.35%Fee0.06%

3–1SCHD wins

End-of-day Nov 6, 2026

Popular Pairs Near These Four

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.9BAssets$109B

2–0DGRO wins

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026