JEPI vs WCME

AJEPI

BWCME

Measures won6–0JEPI wins · of 6 · YTD

$10,000 · YTD$10,823VT · JEPI $10,522

Lowest cost0.06%VT · $6 on $10k

Most income8.09%JEPI · $809 on $10k

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

Held in common0.0%JEPI and WCME

YTD

JEPI

WCME

JPMorgan Equity Premium Income ETF · $46.8BFirst Trust WCM Developing World Equity ETF · $37M

+5.2%Year to dateJan 1 → Nov 5−2.7%

+8.3%1 yearTotal return−3.9%

0.35%Expense ratio$35 · $95 on $10k · lower wins0.95%

8.09%12-mo yield$809 · $40 on $10k0.40%

−6.7%Worst dropSmaller wins−17.3%

8.8%VolatilityLower wins25.5%

6–0JEPI wins

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

Shared top holdingsJEPI · WCME

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

Held in common0.0%

End-of-day Nov 5, 2026 · $10,000 since Jan 1, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

YTD3 funds

#
1	VT	Vanguard Total World Stock ETFRead Desk	0.06%	1.59%	−4.1%	+8.2%	+10.7%	+21.0%	+9.3%	−9.7%	$81.8B
2	AJEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	8.09%	−3.3%	+5.2%	+8.3%	+11.0%	+7.1%	−6.7%	$46.8B
3	BWCME	First Trust WCM Developing World Equity ETFRead Desk	0.95%	0.40%	−5.8%	−2.7%	−3.9%	new	new	−17.3%	$37M

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

All Three

YTD3 funds

#
1	VT	Vanguard Total World Stock ETFRead Desk	0.06%	1.59%	−4.1%	+8.2%	+10.7%	+21.0%	+9.3%	−9.7%	$81.8B
2	AJEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	8.09%	−3.3%	+5.2%	+8.3%	+11.0%	+7.1%	−6.7%	$46.8B
3	BWCME	First Trust WCM Developing World Equity ETFRead Desk	0.95%	0.40%	−5.8%	−2.7%	−3.9%	new	new	−17.3%	$37M

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

Cards for this view

JEPI vs WCME

JEPI

JPMorgan Equity Premium Income

$10,830

WCME

First Trust WCM Developing World Equity

$9,615

MeasureJEPIWCME

Fee0.35%0.95%

Cost on $10k a year$35$95

Yield8.09%0.40%

5 years, per year+7.1%[…]

3 years, per year+11.0%[…]

Worst drop · 1Y−6.7%−17.3%

Volatility · 1Y8.8%25.5%

4–0measures won
JEPI first

0.0%

holdings shared

Nov 5, 2026 · $10,000 one year ago, dividends reinvested

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: JEPI, WCME, VT

Today

28.3%most shared, JEPI and VT

JEPIWCMEVT

JEPI—0.0%28.3%

WCME0.0%—4.2%

VT28.3%4.2%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$774most kept, JEPI

JEPI$809 − $35 = $774

VT$159 − $6 = $153

WCME$40 − $95 = −$55

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee