VYM vs WCMI

AVYM

BWCMI

Measures won6–0VYM wins · of 6 · YTD

$10,000 · YTD$13,317SCHD · VYM $11,540

Lowest cost0.03%VEA · $3 on $10k

Most income2.96%SCHD · $296 on $10k

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

Held in common0.5%VYM and WCMI

YTD

VYM

WCMI

Vanguard High Dividend Yield ETF · $78.9BFirst Trust WCM International Equity ETF · $2.1B

+15.4%Year to dateJan 1 → Nov 9+8.7%

+19.5%1 yearTotal return+12.2%

0.04%Expense ratio$4 · $85 on $10k · lower wins0.85%

2.26%12-mo yield$226 · $57 on $10k0.57%

−6.7%Worst dropSmaller wins−12.5%

10.8%VolatilityLower wins20.9%

6–0VYM wins

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

Shared top holdingsVYM · WCMI

0.5%CB1.5%

0.1%BG1.5%

Held in common0.5%

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	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$121.7B
2	AVYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.26%	+2.3%	+15.4%	+19.5%	+19.7%	+11.5%	−6.7%	$78.9B
3	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
4	BWCMI	First Trust WCM International Equity ETFRead Desk	0.85%	0.57%	+2.8%	+8.7%	+12.2%	new	new	−12.5%	$2.1B

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	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$121.7B
2	AVYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.26%	+2.3%	+15.4%	+19.5%	+19.7%	+11.5%	−6.7%	$78.9B
3	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
4	BWCMI	First Trust WCM International Equity ETFRead Desk	0.85%	0.57%	+2.8%	+8.7%	+12.2%	new	new	−12.5%	$2.1B

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

VYM vs WCMI

VYM

Vanguard High Dividend Yield

$11,945

WCMI

First Trust WCM International Equity

$11,223

MeasureVYMWCMI

Fee0.04%0.85%

Cost on $10k a year$4$85

Yield2.26%0.57%

5 years, per year+11.5%[…]

3 years, per year+19.7%[…]

Worst drop · 1Y−6.7%−12.5%

Volatility · 1Y10.8%20.9%

4–0measures won
VYM first

0.5%

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

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

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

Overlap: SCHD, WCMI, VYM, VEA

Today

21.9%most shared, SCHD and VYM

SCHDWCMIVYMVEA

SCHD—0.0%21.9%0.0%

WCMI0.0%—0.5%5.8%

VYM21.9%0.5%—0.0%

VEA0.0%5.8%0.0%—

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

Income After Fees on $10,000

$290most kept, SCHD

SCHD$296 − $6 = $290

VEA$244 − $3 = $241

VYM$226 − $4 = $222

WCMI$57 − $85 = −$28

KeptFee

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