JEPI vs WCMGYTDJEPIJEPIAvsBWCMGWCMGJPMorgan Equity Premium Income ETF · $46.8BFirst Trust WCM Global Equity ETF · $4MReturns · dividends in+8.6%Year to dateJan 1 → Nov 11[…]+11.2%1 yearTotal return[…]Cost and income0.35%Expense ratio$35 · $85 on $10k · lower wins0.85%7.84%12-mo yield$784 · $0 on $10k0.00%Risk · 1 year
Overlap: JEPI, WCMG, SCHDToday8.5%most shared, JEPI and SCHDJEPIWCMGSCHDJEPI—2.8%8.5%WCMG2.8%—0.0%SCHD8.5%0.0%—End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus
JEPI vs WCMG1YAJEPIJPMorgan Equity Premium Income$11,115vsWCMGBFirst Trust WCM Global Equity[…]MeasureJEPIWCMGFee0.35%0.85%Cost on $10k a year$35$85Yield7.84%0.00%5 years, per year+7.8%[…]3 years, per year+11.1%[…]Worst drop · 1Y−6.7%[…]Volatility · 1Y9.0%[…]
All ThreeYTD3 fundsBest YTDLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▼1Y▲▼3Y/yr▲▼5Y/yr▲▼Drop▲▼Assets▲▼1SCHDSchwab U.S. Dividend Equity ETFReadDesk0.06%2.93%+0.5%+34.6%+39.3%+19.9%+10.4%−6.9%$122.7B2AJEPIJPMorgan Equity Premium Income ETFReadDesk0.35%7.84%+1.0%+8.6%+11.2%+11.1%+7.8%−6.7%$46.8B3BWCMGFirst Trust WCM Global Equity ETFReadDesk0.85%0.00%+1.4%newnewnewnew[…]$4MEnd-of-day Nov 11, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
All ThreeYTD3 fundsBest YTDLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▼1Y▲▼3Y/yr▲▼5Y/yr▲▼Drop▲▼Assets▲▼1SCHDSchwab U.S. Dividend Equity ETFReadDesk0.06%2.93%+0.5%+34.6%+39.3%+19.9%+10.4%−6.9%$122.7B2AJEPIJPMorgan Equity Premium Income ETFReadDesk0.35%7.84%+1.0%+8.6%+11.2%+11.1%+7.8%−6.7%$46.8B3BWCMGFirst Trust WCM Global Equity ETFReadDesk0.85%0.00%+1.4%newnewnewnew[…]$4MEnd-of-day Nov 11, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
SCHD vs VIGYTDSchwabSCHDSA+34.6%vsBVVIGVanguard+16.0%Jan 1Nov 11+34.6%+16.0%+34.6%Year to date+16.0%2.9%Yield1.4%$123BAssets$109B2–0SCHD winsEnd-of-day Nov 11, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+8.1%vsBJMJEPIJ.P. Morgan+8.6%Jan 1Nov 11+8.1%+8.6%+8.1%Year to date+8.6%12.2%Yield7.8%$41.8BAssets$46.8B1–1levelEnd-of-day Nov 11, 2026
SPYM vs SPYYTDSPDRSPYMSA+12.4%vsBSSPYSPDR+12.3%Jan 1Nov 11+12.4%+12.3%+12.4%Year to date+12.3%1.0%Yield1.0%$183BAssets$793B1–0SPYM winsEnd-of-day Nov 11, 2026
Overlap: JEPI, WCMG, SCHDToday8.5%most shared, JEPI and SCHDJEPIWCMGSCHDJEPI—2.8%8.5%WCMG2.8%—0.0%SCHD8.5%0.0%—End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$749most kept, JEPIJEPI$784 − $35 = $749SCHD$293 − $6 = $287WCMG$0 − $85 = −$85KeptFeeEnd-of-day Nov 11, 2026 · yield in dollars minus the fee