JEPQ vs WCMI

AJEPQ

BWCMI

Measures won4–2JEPQ wins · of 6 · YTD

$10,000 · YTD$10,872WCMI · JEPI $10,746

Lowest cost0.35%JEPI · $35 on $10k

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

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

Held in common0.2%JEPQ and WCMI

YTD

JEPQ

WCMI

JPMorgan Nasdaq Equity Premium Income ETF · $40.7BFirst Trust WCM International Equity ETF · $2.1B

+6.6%Year to dateJan 1 → Nov 9+8.7%

+9.2%1 yearTotal return+12.2%

0.35%Expense ratio$35 · $85 on $10k · lower wins0.85%

12.39%12-mo yield$1,239 · $57 on $10k0.57%

−11.5%Worst dropSmaller wins−12.5%

16.9%VolatilityLower wins20.9%

4–2JEPQ wins

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

Shared top holdingsJEPQ · WCMI

0.2%NBIS3.2%

Held in common0.2%

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 Three

YTD3 funds

#
1	BWCMI	First Trust WCM International Equity ETFRead Desk	0.85%	0.57%	+2.8%	+8.7%	+12.2%	new	new	−12.5%	$2.1B
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	AJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.39%	+3.2%	+6.6%	+9.2%	+18.2%	new	−11.5%	$40.7B

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

All Three

YTD3 funds

#
1	BWCMI	First Trust WCM International Equity ETFRead Desk	0.85%	0.57%	+2.8%	+8.7%	+12.2%	new	new	−12.5%	$2.1B
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	AJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.39%	+3.2%	+6.6%	+9.2%	+18.2%	new	−11.5%	$40.7B

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

JEPQ vs WCMI

JEPQ

JPMorgan Nasdaq Equity Premium Income

$10,919

WCMI

First Trust WCM International Equity

$11,223

MeasureJEPQWCMI

Fee0.35%0.85%

Cost on $10k a year$35$85

Yield12.39%0.57%

5 years, per year[…][…]

3 years, per year+18.2%[…]

Worst drop · 1Y−11.5%−12.5%

Volatility · 1Y16.9%20.9%

4–0measures won
JEPQ first

0.2%

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%

$122BAssets$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, WCMI, JEPQ

Today

27.5%most shared, JEPI and JEPQ

JEPIWCMIJEPQ

JEPI—0.6%27.5%

WCMI0.6%—0.2%

JEPQ27.5%0.2%—

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

WCMI$57 − $85 = −$28

KeptFee

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