JEPI vs WCMGYTDJEPIJEPIAvsBWCMGWCMGJPMorgan Equity Premium Income ETF · $47.3BFirst Trust WCM Global Equity ETF · $4MReturns · dividends in+8.2%Year to dateJan 1 → Nov 13[…]+9.6%1 yearTotal return[…]Cost and income0.35%Expense ratio$35 · $85 on $10k · lower wins0.85%7.87%12-mo yield$787 · $0 on $10k0.00%Risk · 1 year
Overlap: JEPI, WCMG, VTToday28.2%most shared, JEPI and VTJEPIWCMGVTJEPI—2.8%28.2%WCMG2.8%—4.4%VT28.2%4.4%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
JEPI vs WCMG1YAJEPIJPMorgan Equity Premium Income$10,959vsWCMGBFirst Trust WCM Global Equity[…]MeasureJEPIWCMGFee0.35%0.85%Cost on $10k a year$35$85Yield7.87%0.00%5 years, per year+7.7%[…]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▲▼1VTVanguard Total World Stock ETFReadDesk0.06%1.55%−0.3%+11.0%+11.6%+20.3%+9.5%−9.7%$81.8B2AJEPIJPMorgan Equity Premium Income ETFReadDesk0.35%7.87%−0.1%+8.2%+9.6%+11.1%+7.7%−6.7%$47.3B3BWCMGFirst Trust WCM Global Equity ETFReadDesk0.85%0.00%−0.6%newnewnewnew[…]$4MEnd-of-day Nov 13, 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▲▼1VTVanguard Total World Stock ETFReadDesk0.06%1.55%−0.3%+11.0%+11.6%+20.3%+9.5%−9.7%$81.8B2AJEPIJPMorgan Equity Premium Income ETFReadDesk0.35%7.87%−0.1%+8.2%+9.6%+11.1%+7.7%−6.7%$47.3B3BWCMGFirst Trust WCM Global Equity ETFReadDesk0.85%0.00%−0.6%newnewnewnew[…]$4MEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+6.7%vsBJMJEPIJ.P. Morgan+8.2%Jan 1Nov 13+6.7%+8.2%+6.7%Year to date+8.2%12.4%Yield7.9%$42.6BAssets$47.3B1–1levelEnd-of-day Nov 13, 2026
SCHD vs VIGYTDSchwabSCHDSA+34.9%vsBVVIGVanguard+16.0%Jan 1Nov 13+34.9%+16.0%+34.9%Year to date+16.0%2.9%Yield1.4%$124BAssets$109B2–0SCHD winsEnd-of-day Nov 13, 2026
SPYM vs SPYYTDSPDRSPYMSA+11.5%vsBSSPYSPDR+11.5%Jan 1Nov 13+11.5%+11.5%+11.5%Year to date+11.5%1.0%Yield1.0%$186BAssets$806B0–0levelEnd-of-day Nov 13, 2026
Overlap: JEPI, WCMG, VTToday28.2%most shared, JEPI and VTJEPIWCMGVTJEPI—2.8%28.2%WCMG2.8%—4.4%VT28.2%4.4%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$752most kept, JEPIJEPI$787 − $35 = $752VT$155 − $6 = $149WCMG$0 − $85 = −$85KeptFeeEnd-of-day Nov 13, 2026 · yield in dollars minus the fee