WCME vs JEPI

AWCME

BJEPI

Measures won0–4JEPI wins · of 6 · 5Y

$10,000 · 5Y$16,596VIG · JEPI $14,510

Lowest cost0.04%VIG · $4 on $10k

Most income7.86%JEPI · $786 on $10k

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

Held in common0.0%WCME and JEPI

First Trust WCM Developing World Equity ETF · $36MJPMorgan Equity Premium Income ETF · $46.8B

[…]3 years · per year[…] · $13,724+11.1%

[…]5 years · per year[…] · $14,510+7.7%

0.95%Expense ratio$95 · $35 on $10k · lower wins0.35%

0.38%12-mo yield$38 · $786 on $10k7.86%

Cards for this view

WCME

First Trust WCM Developing World Equity

[…]

JEPI

JPMorgan Equity Premium Income

$14,510

MeasureWCMEJEPI

Fee0.95%0.35%

Cost on $10k a year$95$35

Yield0.38%7.86%

5 years, per year[…]+7.7%

3 years, per year[…]+11.1%

Worst drop · 1Y−17.3%−6.7%

Volatility · 1Y25.8%9.0%

#
1	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.45%	0.0%	+16.0%	+16.9%	+18.9%	+10.7%	−7.9%	$109.1B
2	BJEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.86%	−0.3%	+8.3%	+10.1%	+11.1%	+7.7%	−6.7%	$46.8B
3	AWCME	First Trust WCM Developing World Equity ETFRead Desk	0.95%	0.38%	−1.7%	+1.9%	−0.6%	new	new	−17.3%	$36M

#
1	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.45%	0.0%	+16.0%	+16.9%	+18.9%	+10.7%	−7.9%	$109.1B
2	BJEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.86%	−0.3%	+8.3%	+10.1%	+11.1%	+7.7%	−6.7%	$46.8B
3	AWCME	First Trust WCM Developing World Equity ETFRead Desk	0.95%	0.38%	−1.7%	+1.9%	−0.6%	new	new	−17.3%	$36M

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