JEPI vs WCMI

AJEPI

BWCMI

Measures won5–1JEPI wins · of 6 · 1Y

$10,000 · 1Y$11,037VT · JEPI $10,823

Lowest cost0.06%VT · $6 on $10k

Most income8.09%JEPI · $809 on $10k

Smallest drop−6.7%JEPI · worst fall in 1Y

Held in common0.6%JEPI and WCMI

JEPI

WCMI

JPMorgan Equity Premium Income ETF · $46.8BFirst Trust WCM International Equity ETF · $2.1B

+5.3%Year to dateJan 1 → Nov 6+5.8%

+8.2%1 yearTotal return+7.9%

0.35%Expense ratio$35 · $85 on $10k · lower wins0.85%

8.09%12-mo yield$809 · $58 on $10k0.58%

−6.7%Worst dropSmaller wins−12.5%

8.8%VolatilityLower wins20.8%

5–1JEPI wins

$10,000 · 1 yearAll three, one scale

Shared top holdingsJEPI · WCMI

0.6%CB1.5%

Held in common0.6%

End-of-day Nov 6, 2026 · $10,000 1 year ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

1Y3 funds

#
1	VT	Vanguard Total World Stock ETFRead Desk	0.06%	1.59%	+0.2%	+8.5%	+10.4%	+20.7%	+9.4%	−9.7%	$81.8B
2	AJEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	8.09%	+0.1%	+5.3%	+8.2%	+10.7%	+7.1%	−6.7%	$46.8B
3	BWCMI	First Trust WCM International Equity ETFRead Desk	0.85%	0.58%	+0.8%	+5.8%	+7.9%	new	new	−12.5%	$2.1B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

1Y3 funds

#
1	VT	Vanguard Total World Stock ETFRead Desk	0.06%	1.59%	+0.2%	+8.5%	+10.4%	+20.7%	+9.4%	−9.7%	$81.8B
2	AJEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	8.09%	+0.1%	+5.3%	+8.2%	+10.7%	+7.1%	−6.7%	$46.8B
3	BWCMI	First Trust WCM International Equity ETFRead Desk	0.85%	0.58%	+0.8%	+5.8%	+7.9%	new	new	−12.5%	$2.1B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

JEPI vs WCMI

JEPI

JPMorgan Equity Premium Income

$10,823

WCMI

First Trust WCM International Equity

$10,787

MeasureJEPIWCMI

Fee0.35%0.85%

Cost on $10k a year$35$85

Yield8.09%0.58%

5 years, per year+7.1%[…]

3 years, per year+10.7%[…]

Worst drop · 1Y−6.7%−12.5%

Volatility · 1Y8.8%20.8%

4–0measures won
JEPI first

0.6%

holdings shared

Nov 6, 2026 · $10,000 one year ago, dividends reinvested

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

Overlap: JEPI, WCMI, VT

Today

27.9%most shared, JEPI and VT

JEPIWCMIVT

JEPI—0.6%27.9%

WCMI0.6%—3.5%

VT27.9%3.5%—

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

Income After Fees on $10,000

$774most kept, JEPI

JEPI$809 − $35 = $774

VT$159 − $6 = $153

WCMI$58 − $85 = −$27

KeptFee

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