Compare · 2 funds side by side · dividends reinvested

XC and JPEM

XCWisdomTree×JPEMJ.P. Morgan×

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$13,534JPEM · best of the two

02 / 04

XC and JPEM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Diversified Return Emerging Markets Equity ETFInternational · Emerging0.44%4.66%+4.6%+8.3%+14.0%+6.2%−10.3%14.3%$363M1.3

WisdomTree True Emerging Markets FundInternational · Emerging0.32%12.50%−4.2%−1.5%+11.7%[…]−12.7%16.1%$72M1.7

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: XC 2022 · JPEM 2015

Head to Head

Swap sides Versus in desk

Head to Head

WisdomTree True Emerging Markets Fund · $72M[…]

JPEM

JPMorgan Diversified Return Emerging Markets Equity ETF · $363M$13,534

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

XCMeasureJPEM

−4.2%Year to dateJan 1 → Nov 5+4.6%

−1.5%1 yearTotal return+8.3%

+11.7%3 years · per year$10,000 became $13,952 · $14,814+14.0%

[…]5 years · per year$10,000 became […] · $13,534+6.2%

0.32%Expense ratio$32 · $44 a year on $10k · lower is better0.44%

12.50%Trailing 12-mo yield$1,250 · $466 a year on $10k4.66%

−12.7%Worst dropSmaller is better−10.3%

16.1%VolatilityLower is calmer14.3%

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

2–5JPEM wins

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

More Ways to See the Pairs

XC vs JPEM: Top 5 Holdings

Today

10.6%in top 5

JPEM

in top 57.0%

XCStockJPEM

3.3%MELInot top 5

not top 52330.TW2.1%

2.0%HDFCBANKnot top 5

not top 50939.HK2.0%

2.0%RELIANCEnot top 5

1.8%ICICIBANnot top 5

1.6%GMEXICOBnot top 5

not top 53988.HK1.1%

not top 5ANG.L1.0%

not top 5PETR4.SA0.9%

Held in common14.5%

End-of-day Nov 5, 2026 · share of each fund

XC vs JPEM Returns, Every Period

WisdomTreeXC

−1.5%

past year

JPEMJ.P. Morgan

+8.3%

past year

XCJPEMFaded: behind in that period

0–3JPEM wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

XC vs JPEM

YTD

WisdomTreeXC

−4.2%

JPEMJ.P. Morgan

+4.6%

−4.2%Year to date+4.6%

−12.7%Worst drop · 1Y−10.3%

16.1%Volatility · 1Y14.3%

12.5%Yield4.7%

$71.5MAssets$363M

3–1JPEM wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: XC, JPEM

Today

0.32%lowest, XC

FundExpense ratioFee$10k

XC0.32%$32

JPEM0.44%$44

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: XC, JPEM

12.50%highest, XC

FundTrailing yieldYield$10k

XC12.50%$1,250

JPEM4.66%$466

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$1,218most kept, XC

XC$1,250 − $32 = $1,218

JPEM$466 − $44 = $422

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: XC, JPEM

Today

14.5%most shared, XC and JPEM

XCJPEM

XC—14.5%

JPEM14.5%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+8.3%JPEM, at 14.3% volatility

JPEMWorst drop−10.3%14.3% vol

XCWorst drop−12.7%16.1% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

XCJPEM

−4.2%Year to date+4.6%

12.5%Yield4.7%

−1.5%Past year+8.3%

0.32%Fee0.44%

2–2level

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026