WCMI vs JEPI

AWCMI

BJEPI

Measures won0–4JEPI 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%WCMI and JEPI

First Trust WCM International Equity ETF · $2.1BJPMorgan Equity Premium Income ETF · $46.6B

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

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

0.85%Expense ratio$85 · $35 on $10k · lower wins0.35%

0.57%12-mo yield$57 · $792 on $10k7.92%

Cards for this view

WCMI

First Trust WCM International Equity

[…]

JEPI

JPMorgan Equity Premium Income

$14,429

MeasureWCMIJEPI

Fee0.85%0.35%

Cost on $10k a year$85$35

Yield0.57%7.92%

5 years, per year[…]+7.6%

3 years, per year[…]+10.9%

Worst drop · 1Y−12.5%−6.7%

Volatility · 1Y20.9%9.0%

#
1	BJEPI	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	AWCMI	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	BJEPI	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	AWCMI	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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