JEPQ vs WCMI

AJEPQ

BWCMI

Measures won4–0JEPQ wins · of 6 · 3Y

$10,000 · 3Y$17,401VEA · SCHD $17,266

Lowest cost0.03%VEA · $3 on $10k

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

Smallest drop−6.9%SCHD · 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

+17.4%3 years · per year$16,202 · […][…]

[…]5 years · per year[…]

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%

4–0JEPQ wins

$10,000 · 3 yearsAll four, one scale

Shared top holdingsJEPQ · WCMI

0.1%NBIS2.9%

Held in common0.1%

End-of-day Nov 6, 2026 · $10,000 3 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Four

3Y4 funds

#
1	VEA	Vanguard FTSE Developed Markets ETFRead Desk	0.03%	2.51%	−0.4%	+9.7%	+14.8%	+20.3%	+8.7%	−11.6%	$231.6B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
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
4	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 Four

3Y4 funds

#
1	VEA	Vanguard FTSE Developed Markets ETFRead Desk	0.03%	2.51%	−0.4%	+9.7%	+14.8%	+20.3%	+8.7%	−11.6%	$231.6B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
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
4	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

JEPQ vs WCMI

JEPQ

JPMorgan Nasdaq Equity Premium Income

$16,202

WCMI

First Trust WCM International Equity

[…]

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 three years ago, dividends reinvested

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

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

VEA vs IEFA

YTD

VanguardVEA

+9.7%

IEFAiShares

+7.7%

+9.7%Year to date+7.7%

2.5%Yield3.5%

$232BAssets$187B

1–1level

End-of-day Nov 6, 2026

Overlap: JEPQ, WCMI, SCHD, VEA

Today

5.8%most shared, WCMI and VEA

JEPQWCMISCHDVEA

JEPQ—0.1%3.8%0.0%

WCMI0.1%—0.0%5.8%

SCHD3.8%0.0%—0.0%

VEA0.0%5.8%0.0%—

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

SCHD$300 − $6 = $294

VEA$251 − $3 = $248

WCMI$58 − $85 = −$27

KeptFee

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