JEPI vs WCMI

AJEPI

BWCMI

Measures won4–0JEPI wins · of 6 · 5Y

$10,000 · 5Y$14,429JEPI

Lowest cost0.33%CGDV · $33 on $10k

Most income7.92%JEPI · $792 on $10k

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

Held in common0.6%JEPI and WCMI

JPMorgan Equity Premium Income ETF · $46.6BFirst Trust WCM International Equity ETF · $2.1B

+10.9%3 years · per year$13,634 · […][…]

+7.6%5 years · per year$14,429 · […][…]

0.35%Expense ratio$35 · $85 on $10k · lower wins0.85%

7.92%12-mo yield$792 · $57 on $10k0.57%

Cards for this view

JEPI

JPMorgan Equity Premium Income

$14,429

WCMI

First Trust WCM International Equity

[…]

MeasureJEPIWCMI

Fee0.35%0.85%

Cost on $10k a year$35$85

Yield7.92%0.57%

5 years, per year+7.6%[…]

3 years, per year+10.9%[…]

Worst drop · 1Y−6.7%−12.5%

Volatility · 1Y9.0%

#
1	AJEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.92%	+0.1%	+7.6%	+10.6%	+10.9%	+7.6%	−6.7%	$46.6B
2	BWCMI	First Trust WCM International Equity ETFRead Desk	0.85%	0.57%	−0.7%	+8.0%	+11.8%	new	new	−12.5%	$2.1B
3	CGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.24%	−0.1%	+12.1%	+15.4%	+23.3%	new	−9.7%	$38.8B

#
1	AJEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.92%	+0.1%	+7.6%	+10.6%	+10.9%	+7.6%	−6.7%	$46.6B
2	BWCMI	First Trust WCM International Equity ETFRead Desk	0.85%	0.57%	−0.7%	+8.0%	+11.8%	new	new	−12.5%	$2.1B
3	CGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.24%	−0.1%	+12.1%	+15.4%	+23.3%	new	−9.7%	$38.8B

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