Compare · 3 funds side by side · dividends reinvested

WCMI, CGDV and JEPI

WCMIFirst Trust×CGDVCapital Group×JEPIJ.P. Morgan×

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$14,545JEPI · best of the three

Story of the three · IncomeMost incomeJEPI · 7.84% · $784 a year on $10k

Story of the three · RiskSmallest drop

WCMI, CGDV and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.23%+13.5%+15.0%+23.9%[…]−9.7%13.5%$38.8B1.4

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.84%+8.6%+11.2%+11.1%+7.8%−6.7%9.0%$46.6B1.8

First Trust WCM International Equity ETFInternational · Ex-US broad0.85%0.56%+9.6%+11.4%[…][…]−12.5%20.9%$2.1B2.7

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 11, 2026 · returns include dividends · since: WCMI 2020 · CGDV 2022 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

5Y

JPMorgan Equity Premium Income ETF · $46.6B$14,545

JEPI

WCMI

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

$10,000 five years ago, dividends reinvested · they hold 0.6% in common

JEPI

More Ways to See the Pairs

JEPI vs WCMI: Top 5 Holdings

Today

JEPI

9.8%in top 5

WCMI

in top 522.1%

JEPIStockWCMI

not top 52330.TW6.8%

not top 5CSU.TO4.4%

not top 5BAB.L3.9%

not top 5LTMC.MI3.5%

not top 5SONY

Cost, Income and Risk

Fees: WCMI, CGDV, JEPI

Today

0.33%lowest, CGDV

FundExpense ratioFee$10k

CGDV0.33%$33

JEPI0.35%$35

WCMI0.85%$85

End-of-day Nov 11, 2026 · fee on $10,000 a year

Popular Pairs Near These Three

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

+8.1%Year to date+8.6%

12.2%Yield7.8%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 11, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

SPYM vs SPY

YTD

SPDRSPYM

+12.4%

SPYSPDR

+12.3%

Measure

WCMI

+8.6%Year to dateJan 1 → Nov 11+9.6%

+11.2%1 yearTotal return+11.4%

+11.1%3 years · per year$10,000 became $13,729 · […][…]

+7.8%5 years · per year$10,000 became $14,545 · […][…]

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

7.84%Trailing 12-mo yield$784 · $56 a year on $10k0.56%

−6.7%Worst dropSmaller is better−12.5%

9.0%VolatilityLower is calmer20.9%

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

4–2JEPI wins

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

3.5%

2.0%MAnot top 5

2.0%MSFTnot top 5

1.9%AAPLnot top 5

1.9%AMZNnot top 5

1.9%MMMnot top 5

Held in common0.6%

End-of-day Nov 11, 2026 · share of each fund

JEPI vs WCMI Returns, Every Period

1Y

J.P. MorganJEPI

+11.2%

past year

WCMIFirst Trust

+11.4%

past year

JEPIWCMIFaded: behind in that period

0–2WCMI wins

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

JEPI vs CGDV

YTD

J.P. MorganJEPI

+8.6%

CGDVCapital Group

+13.5%

+8.6%Year to date+13.5%

−6.7%Worst drop · 1Y−9.7%

9.0%Volatility · 1Y13.5%

7.8%Yield1.2%

$46.6BAssets$38.8B

3–1JEPI wins

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

Yields: WCMI, CGDV, JEPI

1Y

7.84%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.84%$784

CGDV1.23%$123

WCMI0.56%$56

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$749most kept, JEPI

JEPI$784 − $35 = $749

CGDV$123 − $33 = $90

WCMI$56 − $85 = −$29

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: WCMI, CGDV, JEPI

Today

27.3%most shared, CGDV and JEPI

WCMICGDVJEPI

WCMI—1.6%0.6%

CGDV1.6%—27.3%

JEPI0.6%27.3%—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+15.0%CGDV, at 13.5% volatility

JEPIWorst drop−6.7%9.0% vol

CGDVWorst drop−9.7%13.5% vol

WCMIWorst drop−12.5%20.9% vol

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

JEPICGDV

+8.6%Year to date+13.5%

7.8%Yield1.2%

+11.2%Past year+15.0%

0.35%Fee0.33%

3–1CGDV wins

End-of-day Nov 11, 2026

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

+12.4%Year to date+12.3%

1.0%Yield1.0%

$183BAssets$792B

1–0SPYM wins

End-of-day Nov 11, 2026

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WCMI, CGDV and JEPI

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three

Yields: WCMI, CGDV, JEPI