WCME vs JEPI

AWCME

BJEPI

Measures won0–4JEPI wins · of 6 · 5Y

$10,000 · 5Y$15,953VT · JEPI $14,545

Lowest cost0.06%VT · $6 on $10k

Most income7.84%JEPI · $784 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[…] · $13,729+11.1%

[…]5 years · per year[…] · $14,545+7.8%

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

0.37%12-mo yield$37 · $784 on $10k7.84%

Cards for this view

WCME

First Trust WCM Developing World Equity

[…]

JEPI

JPMorgan Equity Premium Income

$14,545

MeasureWCMEJEPI

Fee0.95%0.35%

Cost on $10k a year$95$35

Yield0.37%7.84%

5 years, per year[…]+7.8%

3 years, per year[…]+11.1%

Worst drop · 1Y−17.3%−6.7%

Volatility · 1Y25.7%9.0%

#
1	VT	Vanguard Total World Stock ETFRead Desk	0.06%	1.54%	+1.1%	+12.0%	+13.2%	+20.7%	+9.8%	−9.7%	$81.8B
2	BJEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.84%	+1.0%	+8.6%	+11.2%	+11.1%	+7.8%	−6.7%	$46.8B
3	AWCME	First Trust WCM Developing World Equity ETFRead Desk	0.95%	0.37%	+3.0%	+3.7%	+1.1%	new	new	−17.3%	$36M

#
1	VT	Vanguard Total World Stock ETFRead Desk	0.06%	1.54%	+1.1%	+12.0%	+13.2%	+20.7%	+9.8%	−9.7%	$81.8B
2	BJEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.84%	+1.0%	+8.6%	+11.2%	+11.1%	+7.8%	−6.7%	$46.8B
3	AWCME	First Trust WCM Developing World Equity ETFRead Desk	0.95%	0.37%	+3.0%	+3.7%	+1.1%	new	new	−17.3%	$36M

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