JEPI vs WCMI

AJEPI

BWCMI

Measures won4–0JEPI wins · of 6 · 3Y

$10,000 · 3Y$16,652IEFA · JEPI $13,729

Lowest cost0.07%IEFA · $7 on $10k

Most income7.84%JEPI · $784 on $10k

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

Held in common0.6%JEPI and WCMI

JPMorgan Equity Premium Income ETF · $46.6BFirst Trust WCM International Equity ETF · $2.1B

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

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

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

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

Cards for this view

JEPI

JPMorgan Equity Premium Income

$13,729

WCMI

First Trust WCM International Equity

[…]

MeasureJEPIWCMI

Fee0.35%0.85%

Cost on $10k a year$35$85

Yield7.84%0.56%

5 years, per year+7.8%[…]

3 years, per year+11.1%[…]

Worst drop · 1Y−6.7%−12.5%

Volatility · 1Y9.0%

#
1	IEFA	iShares Core MSCI EAFE ETFRead Desk	0.07%	3.38%	+0.3%	+10.7%	+13.7%	+18.5%	+8.1%	−11.5%	$191.7B
2	AJEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.84%	+1.0%	+8.6%	+11.2%	+11.1%	+7.8%	−6.7%	$46.6B
3	BWCMI	First Trust WCM International Equity ETFRead Desk	0.85%	0.56%	+1.5%	+9.6%	+11.4%	new	new	−12.5%	$2.1B

#
1	IEFA	iShares Core MSCI EAFE ETFRead Desk	0.07%	3.38%	+0.3%	+10.7%	+13.7%	+18.5%	+8.1%	−11.5%	$191.7B
2	AJEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.84%	+1.0%	+8.6%	+11.2%	+11.1%	+7.8%	−6.7%	$46.6B
3	BWCMI	First Trust WCM International Equity ETFRead Desk	0.85%	0.56%	+1.5%	+9.6%	+11.4%	new	new	−12.5%	$2.1B

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