JEPI vs WCMI

AJEPI

BWCMI

Measures won4–2JEPI wins · of 6 · YTD

$10,000 · YTD$11,479VIG · WCMI $10,872

Lowest cost0.04%VIG · $4 on $10k

Most income7.93%JEPI · $793 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 · $45.2BFirst Trust WCM International Equity ETF · $2.1B

+7.5%Year to dateJan 1 → Nov 9+8.7%

+10.9%1 yearTotal return+12.2%

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

7.93%12-mo yield$793 · $57 on $10k0.57%

−6.7%Worst dropSmaller wins−12.5%

9.0%VolatilityLower wins20.9%

4–2JEPI 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 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	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.46%	+2.4%	+14.8%	+17.6%	+18.8%	+10.7%	−7.9%	$109.1B
2	BWCMI	First Trust WCM International Equity ETFRead Desk	0.85%	0.57%	+2.8%	+8.7%	+12.2%	new	new	−12.5%	$2.1B
3	AJEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.93%	+2.1%	+7.5%	+10.9%	+11.0%	+7.6%	−6.7%	$45.2B

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	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.46%	+2.4%	+14.8%	+17.6%	+18.8%	+10.7%	−7.9%	$109.1B
2	BWCMI	First Trust WCM International Equity ETFRead Desk	0.85%	0.57%	+2.8%	+8.7%	+12.2%	new	new	−12.5%	$2.1B
3	AJEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.93%	+2.1%	+7.5%	+10.9%	+11.0%	+7.6%	−6.7%	$45.2B

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

JEPI vs WCMI

JEPI

JPMorgan Equity Premium Income

$11,088

WCMI

First Trust WCM International Equity

$11,223

MeasureJEPIWCMI

Fee0.35%0.85%

Cost on $10k a year$35$85

Yield7.93%0.57%

5 years, per year+7.6%[…]

3 years, per year+11.0%[…]

Worst drop · 1Y−6.7%−12.5%

Volatility · 1Y9.0%20.9%

4–0measures won
JEPI first

0.6%

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

DGRO vs VIG

YTD

iSharesDGRO

+18.8%

VIGVanguard

+14.8%

+18.8%Year to date+14.8%

1.8%Yield1.5%

$45.5BAssets$109B

2–0DGRO wins

End-of-day Nov 9, 2026

Overlap: JEPI, WCMI, VIG

Today

31.2%most shared, JEPI and VIG

JEPIWCMIVIG

JEPI—0.6%31.2%

WCMI0.6%—0.5%

VIG31.2%0.5%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$758most kept, JEPI

JEPI$793 − $35 = $758

VIG$146 − $4 = $142

WCMI$57 − $85 = −$28

KeptFee

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