SCHD vs WCME

ASCHD

BWCME

Measures won6–0SCHD wins · of 6 · YTD

$10,000 · YTD$13,317SCHD · JEPI $10,746

Lowest cost0.06%SCHD · $6 on $10k

Most income12.39%JEPQ · $1,239 on $10k

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

Held in common0.0%SCHD and WCME

YTD

SCHD

WCME

Schwab U.S. Dividend Equity ETF · $120BFirst Trust WCM Developing World Equity ETF · $35M

+33.2%Year to dateJan 1 → Nov 9+1.7%

+39.1%1 yearTotal return+0.1%

0.06%Expense ratio$6 · $95 on $10k · lower wins0.95%

2.96%12-mo yield$296 · $38 on $10k0.38%

−6.9%Worst dropSmaller wins−17.3%

11.8%VolatilityLower wins25.6%

6–0SCHD wins

$10,000 · since Jan 1All four, one scale

Shared top holdingsSCHD · WCME

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

End-of-day Nov 9, 2026 · $10,000 since Jan 1, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Four

YTD4 funds

#
1	ASCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$119.9B
2	JEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.93%	+2.1%	+7.5%	+10.9%	+11.0%	+7.6%	−6.7%	$45.2B
3	JEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.39%	+3.2%	+6.6%	+9.2%	+18.2%	new	−11.5%	$40.7B
4	BWCME	First Trust WCM Developing World Equity ETFRead Desk	0.95%	0.38%	+3.0%	+1.7%	+0.1%	new	new	−17.3%	$35M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

YTD4 funds

#
1	ASCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$119.9B
2	JEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.93%	+2.1%	+7.5%	+10.9%	+11.0%	+7.6%	−6.7%	$45.2B
3	JEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.39%	+3.2%	+6.6%	+9.2%	+18.2%	new	−11.5%	$40.7B
4	BWCME	First Trust WCM Developing World Equity ETFRead Desk	0.95%	0.38%	+3.0%	+1.7%	+0.1%	new	new	−17.3%	$35M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

SCHD vs WCME

SCHD

Schwab U.S. Dividend Equity

$13,915

WCME

First Trust WCM Developing World Equity

$10,006

MeasureSCHDWCME

Fee0.06%0.95%

Cost on $10k a year$6$95

Yield2.96%0.38%

5 years, per year+10.5%[…]

3 years, per year+19.6%[…]

Worst drop · 1Y−6.9%−17.3%

Volatility · 1Y11.8%25.6%

4–0measures won
SCHD first

0.0%

holdings shared

Nov 9, 2026 · $10,000 one year ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

Overlap: JEPI, WCME, SCHD, JEPQ

Today

27.5%most shared, JEPI and JEPQ

JEPIWCMESCHDJEPQ

JEPI—0.0%8.4%27.5%

WCME0.0%—0.0%0.1%

SCHD8.4%0.0%—3.8%

JEPQ27.5%0.1%3.8%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$1,204most kept, JEPQ

JEPQ$1,239 − $35 = $1,204

JEPI$793 − $35 = $758

SCHD$296 − $6 = $290

WCME$38 − $95 = −$57

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee