JEPQ vs WCMI

AJEPQ

BWCMI

Measures won4–2JEPQ wins · of 6 · YTD

$10,000 · YTD$11,294VEA · VXUS $11,112

Lowest cost0.03%VEA · $3 on $10k

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

Smallest drop−11.3%VXUS · 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 four, 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 Four

YTD4 funds

#
1	VEA	Vanguard FTSE Developed Markets ETFRead Desk	0.03%	2.44%	+2.9%	+12.9%	+18.8%	+20.5%	+9.2%	−11.6%	$231.6B
2	VXUS	Vanguard Total International Stock ETFRead Desk	0.05%	2.39%	+2.8%	+11.1%	+15.3%	+19.5%	+8.1%	−11.3%	$163.2B
3	BWCMI	First Trust WCM International Equity ETFRead Desk	0.85%	0.57%	+2.8%	+8.7%	+12.2%	new	new	−12.5%	$2.1B
4	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 Four

YTD4 funds

#
1	VEA	Vanguard FTSE Developed Markets ETFRead Desk	0.03%	2.44%	+2.9%	+12.9%	+18.8%	+20.5%	+9.2%	−11.6%	$231.6B
2	VXUS	Vanguard Total International Stock ETFRead Desk	0.05%	2.39%	+2.8%	+11.1%	+15.3%	+19.5%	+8.1%	−11.3%	$163.2B
3	BWCMI	First Trust WCM International Equity ETFRead Desk	0.85%	0.57%	+2.8%	+8.7%	+12.2%	new	new	−12.5%	$2.1B
4	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

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

VXUS vs IXUS

YTD

VanguardVXUS

+11.1%

IXUSiShares

+11.5%

+11.1%Year to date+11.5%

2.4%Yield3.0%

$163BAssets$58.0B

2–0IXUS wins

End-of-day Nov 9, 2026

VEA vs IEFA

YTD

VanguardVEA

+12.9%

IEFAiShares

+11.1%

+12.9%Year to date+11.1%

2.4%Yield3.4%

$232BAssets$193B

1–1level

End-of-day Nov 9, 2026

Overlap: JEPQ, WCMI, VEA, VXUS

Today

65.4%most shared, VEA and VXUS

JEPQWCMIVEAVXUS

JEPQ—0.2%0.0%0.1%

WCMI0.2%—5.8%8.7%

VEA0.0%5.8%—65.4%

VXUS0.1%8.7%65.4%—

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

VEA$244 − $3 = $241

VXUS$239 − $5 = $234

WCMI$57 − $85 = −$28

KeptFee

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