SCHD vs WCMGYTDSCHDSCHDAvsBWCMGWCMGSchwab U.S. Dividend Equity ETF · $123BFirst Trust WCM Global Equity ETF · $4MReturns · dividends in+34.6%Year to dateJan 1 → Nov 11[…]+39.3%1 yearTotal return[…]Cost and income0.06%Expense ratio$6 · $85 on $10k · lower wins0.85%2.93%12-mo yield$293 · $0 on $10k0.00%Risk · 1 year
Overlap: JEPQ, WCMG, SCHDToday3.8%most shared, JEPQ and SCHDJEPQWCMGSCHDJEPQ—0.2%3.8%WCMG0.2%—0.0%SCHD3.8%0.0%—End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus
SCHD vs WCMG1YASCHDSchwab U.S. Dividend Equity$13,929vsWCMGBFirst Trust WCM Global Equity[…]MeasureSCHDWCMGFee0.06%0.85%Cost on $10k a year$6$85Yield2.93%0.00%5 years, per year+10.4%[…]3 years, per year+19.9%[…]Worst drop · 1Y−6.9%[…]Volatility · 1Y11.8%[…]
All ThreeYTD3 fundsBest YTDLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▼1Y▲▼3Y/yr▲▼5Y/yr▲▼Drop▲▼Assets▲▼1ASCHDSchwab U.S. Dividend Equity ETFReadDesk0.06%2.93%+0.5%+34.6%+39.3%+19.9%+10.4%−6.9%$122.7B2JEPQJPMorgan Nasdaq Equity Premium Income ETFReadDesk0.35%12.20%+2.0%+8.1%+9.0%+18.2%new−11.5%$41.8B3BWCMGFirst 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▲▼1ASCHDSchwab U.S. Dividend Equity ETFReadDesk0.06%2.93%+0.5%+34.6%+39.3%+19.9%+10.4%−6.9%$122.7B2JEPQJPMorgan Nasdaq Equity Premium Income ETFReadDesk0.35%12.20%+2.0%+8.1%+9.0%+18.2%new−11.5%$41.8B3BWCMGFirst 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: JEPQ, WCMG, SCHDToday3.8%most shared, JEPQ and SCHDJEPQWCMGSCHDJEPQ—0.2%3.8%WCMG0.2%—0.0%SCHD3.8%0.0%—End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$1,185most kept, JEPQJEPQ$1,220 − $35 = $1,185SCHD$293 − $6 = $287WCMG$0 − $85 = −$85KeptFeeEnd-of-day Nov 11, 2026 · yield in dollars minus the fee