JEPQ vs WCMI

AJEPQ

BWCMI

Measures won4–2JEPQ wins · of 6 · 1Y

$10,000 · 1Y$11,037VT · WCMI $10,787

Lowest cost0.06%VT · $6 on $10k

Most income12.79%JEPQ · $1,279 on $10k

Smallest drop−9.7%VT · worst fall in 1Y

Held in common0.1%JEPQ and WCMI

JEPQ

WCMI

JPMorgan Nasdaq Equity Premium Income ETF · $42.6BFirst Trust WCM International Equity ETF · $2.1B

+3.2%Year to dateJan 1 → Nov 6+5.8%

+4.5%1 yearTotal return+7.9%

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

12.79%12-mo yield$1,279 · $58 on $10k0.58%

−11.5%Worst dropSmaller wins−12.5%

16.7%VolatilityLower wins20.8%

4–2JEPQ wins

$10,000 · 1 yearAll three, one scale

Shared top holdingsJEPQ · WCMI

0.1%NBIS2.9%

Held in common0.1%

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	BWCMI	First Trust WCM International Equity ETFRead Desk	0.85%	0.58%	+0.8%	+5.8%	+7.9%	new	new	−12.5%	$2.1B
3	AJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.79%	+1.2%	+3.2%	+4.5%	+17.4%	new	−11.5%	$42.6B

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	BWCMI	First Trust WCM International Equity ETFRead Desk	0.85%	0.58%	+0.8%	+5.8%	+7.9%	new	new	−12.5%	$2.1B
3	AJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.79%	+1.2%	+3.2%	+4.5%	+17.4%	new	−11.5%	$42.6B

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

JEPQ vs WCMI

JEPQ

JPMorgan Nasdaq Equity Premium Income

$10,446

WCMI

First Trust WCM International Equity

$10,787

MeasureJEPQWCMI

Fee0.35%0.85%

Cost on $10k a year$35$85

Yield12.79%0.58%

5 years, per year[…][…]

3 years, per year+17.4%[…]

Worst drop · 1Y−11.5%−12.5%

Volatility · 1Y16.7%20.8%

4–0measures won
JEPQ first

0.1%

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: JEPQ, WCMI, VT

Today

31.0%most shared, JEPQ and VT

JEPQWCMIVT

JEPQ—0.1%31.0%

WCMI0.1%—3.5%

VT31.0%3.5%—

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

Income After Fees on $10,000

$1,244most kept, JEPQ

JEPQ$1,279 − $35 = $1,244

VT$159 − $6 = $153

WCMI$58 − $85 = −$27

KeptFee

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