UMMA vs WCMI

AUMMA

BWCMI

Measures won2–2level · of 6 · 3Y

$10,000 · 3Y$17,695UMMA · IEFA $16,646

Lowest cost0.07%IEFA · $7 on $10k

Most income3.47%IEFA · $347 on $10k

Smallest drop−11.5%IEFA · worst fall in 1Y

Held in common8.2%UMMA and WCMI

UMMA

WCMI

Wahed Dow Jones Islamic World ETF · $294MFirst Trust WCM International Equity ETF · $2.1B

+21.0%3 years · per year$17,695 · […][…]

[…]5 years · per year[…]

0.65%Expense ratio$65 · $85 on $10k · lower wins0.85%

0.83%12-mo yield$83 · $58 on $10k0.58%

−16.5%Worst dropSmaller wins−12.5%

25.9%VolatilityLower wins20.8%

2–2Level

$10,000 · 3 yearsAll three, one scale

Shared top holdingsUMMA · WCMI

4.3%CSU.TO4.7%

5.5%005930.KS2.5%

0.9%ENR.DE1.4%

0.5%285A.T1.7%

Held in common8.2%

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 Three

3Y3 funds

#
1	AUMMA	Wahed Dow Jones Islamic World ETFRead Desk	0.65%	0.83%	+1.2%	+15.3%	+20.1%	+21.0%	new	−16.5%	$294M
2	IEFA	iShares Core MSCI EAFE ETFRead Desk	0.07%	3.47%	−0.8%	+7.7%	+11.9%	+18.5%	+7.8%	−11.5%	$187.1B
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

3Y3 funds

#
1	AUMMA	Wahed Dow Jones Islamic World ETFRead Desk	0.65%	0.83%	+1.2%	+15.3%	+20.1%	+21.0%	new	−16.5%	$294M
2	IEFA	iShares Core MSCI EAFE ETFRead Desk	0.07%	3.47%	−0.8%	+7.7%	+11.9%	+18.5%	+7.8%	−11.5%	$187.1B
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

UMMA vs WCMI

UMMA

Wahed Dow Jones Islamic World

$17,695

WCMI

First Trust WCM International Equity

[…]

MeasureUMMAWCMI

Fee0.65%0.85%

Cost on $10k a year$65$85

Yield0.83%0.58%

5 years, per year[…][…]

3 years, per year+21.0%[…]

Worst drop · 1Y−16.5%−12.5%

Volatility · 1Y25.9%20.8%

2–2measures won
level

8.2%

holdings shared

Nov 6, 2026 · $10,000 three years ago, dividends reinvested

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

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

Overlap: UMMA, WCMI, IEFA

Today

24.4%most shared, UMMA and IEFA

UMMAWCMIIEFA

UMMA—8.2%24.4%

WCMI8.2%—4.0%

IEFA24.4%4.0%—

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

Income After Fees on $10,000

$340most kept, IEFA

IEFA$347 − $7 = $340

UMMA$83 − $65 = $18

WCMI$58 − $85 = −$27

KeptFee

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