JEPI vs WCMI

AJEPI

BWCMI

Measures won5–0JEPI wins · of 6 · YTD

$10,000 · YTD$11,020VEA · JEPI $10,522

Lowest cost0.03%VEA · $3 on $10k

Most income8.09%JEPI · $809 on $10k

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

Held in common0.6%JEPI and WCMI

YTD

JEPI

WCMI

JPMorgan Equity Premium Income ETF · $46.1BFirst Trust WCM International Equity ETF · $2.1B

+5.2%Year to dateJan 1 → Nov 5+4.9%

+8.3%1 yearTotal return+8.3%

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

8.09%12-mo yield$809 · $59 on $10k0.59%

−6.7%Worst dropSmaller wins−12.5%

8.8%VolatilityLower wins20.8%

5–0JEPI wins

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

Shared top holdingsJEPI · WCMI

0.6%CB1.5%

Held in common0.6%

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	VEA	Vanguard FTSE Developed Markets ETFRead Desk	0.03%	2.50%	−3.7%	+10.2%	+16.0%	+20.9%	+8.7%	−11.6%	$231.6B
2	AJEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	8.09%	−3.3%	+5.2%	+8.3%	+11.0%	+7.1%	−6.7%	$46.1B
3	BWCMI	First Trust WCM International Equity ETFRead Desk	0.85%	0.59%	−3.8%	+4.9%	+8.3%	new	new	−12.5%	$2.1B

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	VEA	Vanguard FTSE Developed Markets ETFRead Desk	0.03%	2.50%	−3.7%	+10.2%	+16.0%	+20.9%	+8.7%	−11.6%	$231.6B
2	AJEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	8.09%	−3.3%	+5.2%	+8.3%	+11.0%	+7.1%	−6.7%	$46.1B
3	BWCMI	First Trust WCM International Equity ETFRead Desk	0.85%	0.59%	−3.8%	+4.9%	+8.3%	new	new	−12.5%	$2.1B

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 WCMI

JEPI

JPMorgan Equity Premium Income

$10,830

WCMI

First Trust WCM International Equity

$10,827

MeasureJEPIWCMI

Fee0.35%0.85%

Cost on $10k a year$35$85

Yield8.09%0.59%

5 years, per year+7.1%[…]

3 years, per year+11.0%[…]

Worst drop · 1Y−6.7%−12.5%

Volatility · 1Y8.8%20.8%

4–0measures won
JEPI first

0.6%

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%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

VEA vs IEFA

YTD

VanguardVEA

+10.2%

IEFAiShares

+8.5%

+10.2%Year to date+8.5%

2.5%Yield3.4%

$232BAssets$193B

1–1level

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%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

Overlap: JEPI, WCMI, VEA

Today

6.1%most shared, WCMI and VEA

JEPIWCMIVEA

JEPI—0.6%0.0%

WCMI0.6%—6.1%

VEA0.0%6.1%—

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

VEA$250 − $3 = $247

WCMI$59 − $85 = −$26

KeptFee

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