IEFA vs WCMI

AIEFA

BWCMI

Measures won4–0IEFA wins · of 6 · 5Y

$10,000 · 5Y$16,638VIG · IEFA $14,909

Lowest cost0.04%VIG · $4 on $10k

Most income7.93%JEPI · $793 on $10k

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

Held in common4.0%IEFA and WCMI

IEFA

WCMI

iShares Core MSCI EAFE ETF · $193BFirst Trust WCM International Equity ETF · $2.1B

+18.9%3 years · per year$16,823 · […][…]

+8.3%5 years · per year$14,909 · […][…]

0.07%Expense ratio$7 · $85 on $10k · lower wins0.85%

3.36%12-mo yield$336 · $57 on $10k0.57%

−11.5%Worst dropSmaller wins−12.5%

16.5%VolatilityLower wins20.9%

4–0IEFA wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsIEFA · WCMI

0.5%BATS.L1.7%

0.4%8411.T1.9%

0.4%ENR.DE1.5%

0.3%MUV2.DE1.7%

Held in common4.0%

End-of-day Nov 9, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Four

5Y4 funds

#
1	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.46%	+2.4%	+14.8%	+17.6%	+18.8%	+10.7%	−7.9%	$109.1B
2	AIEFA	iShares Core MSCI EAFE ETFRead Desk	0.07%	3.36%	+3.2%	+11.1%	+15.8%	+18.9%	+8.3%	−11.5%	$192.8B
3	JEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.93%	+2.1%	+7.5%	+10.9%	+11.0%	+7.6%	−6.7%	$45.2B
4	BWCMI	First Trust WCM International Equity ETFRead Desk	0.85%	0.57%	+2.8%	+8.7%	+12.2%	new	new	−12.5%	$2.1B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.46%	+2.4%	+14.8%	+17.6%	+18.8%	+10.7%	−7.9%	$109.1B
2	AIEFA	iShares Core MSCI EAFE ETFRead Desk	0.07%	3.36%	+3.2%	+11.1%	+15.8%	+18.9%	+8.3%	−11.5%	$192.8B
3	JEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.93%	+2.1%	+7.5%	+10.9%	+11.0%	+7.6%	−6.7%	$45.2B
4	BWCMI	First Trust WCM International Equity ETFRead Desk	0.85%	0.57%	+2.8%	+8.7%	+12.2%	new	new	−12.5%	$2.1B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

IEFA vs WCMI

IEFA

iShares Core MSCI EAFE

$14,909

WCMI

First Trust WCM International Equity

[…]

MeasureIEFAWCMI

Fee0.07%0.85%

Cost on $10k a year$7$85

Yield3.36%0.57%

5 years, per year+8.3%[…]

3 years, per year+18.9%[…]

Worst drop · 1Y−11.5%−12.5%

Volatility · 1Y16.5%20.9%

4–0measures won
IEFA first

4.0%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

VEA vs IEFA

YTD

VanguardVEA

+12.9%

IEFAiShares

+11.1%

+12.9%Year to date+11.1%

2.4%Yield3.4%

$232BAssets$193B

1–1level

End-of-day Nov 9, 2026

Overlap: JEPI, WCMI, VIG, IEFA

Today

31.2%most shared, JEPI and VIG

JEPIWCMIVIGIEFA

JEPI—0.6%31.2%0.0%

WCMI0.6%—0.5%4.0%

VIG31.2%0.5%—0.0%

IEFA0.0%4.0%0.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$758most kept, JEPI

JEPI$793 − $35 = $758

IEFA$336 − $7 = $329

VIG$146 − $4 = $142

WCMI$57 − $85 = −$28

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee