DWMF vs JEPQ

ADWMF

BJEPQ

Measures won2–3JEPQ wins · of 6 · 5Y

$10,000 · 5Y$14,865DWMF · VXUS $14,776

Lowest cost0.05%VXUS · $5 on $10k

Most income12.20%JEPQ · $1,220 on $10k

Smallest drop−8.7%DWMF · worst fall in 1Y

Held in common0.2%DWMF and JEPQ

WisdomTree International Multifactor Fund · $33MJPMorgan Nasdaq Equity Premium Income ETF · $41.8B

+14.3%3 years · per year$14,951 · $16,525+18.2%

+8.3%5 years · per year$14,864 · […][…]

0.38%Expense ratio$38 · $35 on $10k · lower wins0.35%

2.93%12-mo yield$293 · $1,220 on $10k

Cards for this view

DWMF

WisdomTree International Multifactor Fund

$14,864

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureDWMFJEPQ

Fee0.38%0.35%

Cost on $10k a year$38$35

Yield2.93%12.20%

5 years, per year+8.3%[…]

3 years, per year+14.3%+18.2%

Worst drop · 1Y−8.7%−11.5%

Volatility · 1Y13.5%

#
1	ADWMF	WisdomTree International Multifactor FundRead Desk	0.38%	2.93%	0.0%	+5.3%	+6.2%	+14.3%	+8.3%	−8.7%	$33M
2	VXUS	Vanguard Total International Stock ETFRead Desk	0.05%	2.38%	+0.9%	+11.4%	+13.9%	+19.1%	+8.1%	−11.3%	$163.2B
3	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.20%	+2.0%	+8.1%	+9.0%	+18.2%	new	−11.5%	$41.8B

#
1	ADWMF	WisdomTree International Multifactor FundRead Desk	0.38%	2.93%	0.0%	+5.3%	+6.2%	+14.3%	+8.3%	−8.7%	$33M
2	VXUS	Vanguard Total International Stock ETFRead Desk	0.05%	2.38%	+0.9%	+11.4%	+13.9%	+19.1%	+8.1%	−11.3%	$163.2B
3	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.20%	+2.0%	+8.1%	+9.0%	+18.2%	new	−11.5%	$41.8B

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