Compare · 2 funds side by side · dividends reinvested

WDIV and JEPI

WDIVSPDR×JEPIJ.P. Morgan×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$15,515WDIV · best of the two

02 / 04

WDIV and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR S&P Global Dividend ETFIncome · Dividend stocks0.40%4.25%+12.2%+17.5%+20.6%+9.2%−8.6%10.7%$286M1.5

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%8.09%+5.3%+8.2%+10.7%+7.1%−6.7%8.8%$46.8B1.5

Rank among the two1st → 2ndFee, 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: WDIV 2013 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

State Street SPDR S&P Global Dividend ETF · $286M$15,515

WDIV

JEPI

JPMorgan Equity Premium Income ETF · $46.8B$14,118

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

WDIVMeasureJEPI

+12.2%Year to dateJan 1 → Nov 6+5.3%

+17.5%1 yearTotal return+8.2%

+20.6%3 years · per year$10,000 became $17,551 · $13,562+10.7%

+9.2%5 years · per year$10,000 became $15,515 · $14,118+7.1%

0.40%Expense ratio$40 · $35 a year on $10k · lower is better0.35%

4.25%Trailing 12-mo yield$425 · $809 a year on $10k8.09%

−8.6%Worst dropSmaller is better−6.7%

10.7%VolatilityLower is calmer8.8%

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

4–4Level

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

More Ways to See the Pairs

WDIV vs JEPI: Top 5 Holdings

Today

WDIV

9.2%in top 5

JEPI

in top 59.9%

WDIVStockJEPI

not top 5MA2.1%

not top 5MSFT2.0%

2.0%LGEN.Lnot top 5

not top 5AAPL2.0%

not top 5MMM1.9%

not top 5NEE1.9%

1.9%0992.HKnot top 5

1.8%TEP.PAnot top 5

1.8%MOnot top 5

1.7%HIWnot top 5

Held in common0.6%

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

WDIV vs JEPI Returns, Every Period

SPDRWDIV

+9.2%

5 years, per year

JEPIJ.P. Morgan

+7.1%

5 years, per year

WDIVJEPIFaded: behind in that period

4–0WDIV wins

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

WDIV vs JEPI

YTD

SPDRWDIV

+12.2%

JEPIJ.P. Morgan

+5.3%

+12.2%Year to date+5.3%

−8.6%Worst drop · 1Y−6.7%

10.7%Volatility · 1Y8.8%

4.2%Yield8.1%

$286MAssets$46.8B

3–1JEPI wins

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

Cost, Income and Risk

Fees: WDIV, JEPI

Today

0.35%lowest, JEPI

FundExpense ratioFee$10k

JEPI0.35%$35

WDIV0.40%$40

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

Yields: WDIV, JEPI

8.09%highest, JEPI

FundTrailing yieldYield$10k

JEPI8.09%$809

WDIV4.25%$425

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

Income After Fees on $10,000

$774most kept, JEPI

JEPI$809 − $35 = $774

WDIV$425 − $40 = $385

KeptFee

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

Overlap: WDIV, JEPI

Today

0.6%most shared, WDIV and JEPI

WDIVJEPI

WDIV—0.6%

JEPI0.6%—

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

Return vs Bumpiness: 2 ETFs

+17.5%WDIV, at 10.7% volatility

JEPIWorst drop−6.7%8.8% vol

WDIVWorst drop−8.6%10.7% vol

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

Paid More vs Made More

YTD

JEPIWDIV

+5.3%Year to date+12.2%

8.1%Yield4.2%

+8.2%Past year+17.5%

0.35%Fee0.40%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Two

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

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD 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