JEPQ vs WCMI

AJEPQ

BWCMI

Measures won4–0JEPQ wins · of 6 · 5Y

$10,000 · 5Y$14,620IEFA · IEMG $12,929

Lowest cost0.07%IEFA · $7 on $10k

Most income12.17%JEPQ · $1,217 on $10k

Smallest drop−8.8%JEPQ · worst fall in 1Y

Held in common0.2%JEPQ and WCMI

JEPQ

WCMI

JPMorgan Nasdaq Equity Premium Income ETF · $42.1BFirst Trust WCM International Equity ETF · $2.1B

+20.3%3 years · per year$17,406 · […][…]

[…]5 years · per year[…]

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

12.17%12-mo yield$1,217 · $59 on $10k0.59%

−8.8%Worst dropSmaller wins−12.5%

15.5%VolatilityLower wins20.8%

4–0JEPQ wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsJEPQ · WCMI

0.2%NBIS3.4%

Held in common0.2%

End-of-day Nov 5, 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	IEFA	iShares Core MSCI EAFE ETFRead Desk	0.07%	3.44%	−3.0%	+8.5%	+13.5%	+19.2%	+7.9%	−11.5%	$193.1B
2	IEMG	iShares Core MSCI Emerging Markets ETFRead Desk	0.09%	2.54%	−5.6%	+6.0%	+7.5%	+18.9%	+5.3%	−17.8%	$147.8B
3	AJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.17%	+0.9%	+8.5%	+9.3%	+20.3%	new	−8.8%	$42.1B
4	BWCMI	First Trust WCM International Equity ETFRead Desk	0.85%	0.59%	−3.8%	+4.9%	+8.3%	new	new	−12.5%	$2.1B

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

All Four

5Y4 funds

#
1	IEFA	iShares Core MSCI EAFE ETFRead Desk	0.07%	3.44%	−3.0%	+8.5%	+13.5%	+19.2%	+7.9%	−11.5%	$193.1B
2	IEMG	iShares Core MSCI Emerging Markets ETFRead Desk	0.09%	2.54%	−5.6%	+6.0%	+7.5%	+18.9%	+5.3%	−17.8%	$147.8B
3	AJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.17%	+0.9%	+8.5%	+9.3%	+20.3%	new	−8.8%	$42.1B
4	BWCMI	First Trust WCM International Equity ETFRead Desk	0.85%	0.59%	−3.8%	+4.9%	+8.3%	new	new	−12.5%	$2.1B

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

Cards for this view

JEPQ vs WCMI

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

WCMI

First Trust WCM International Equity

[…]

MeasureJEPQWCMI

Fee0.35%0.85%

Cost on $10k a year$35$85

Yield12.17%0.59%

5 years, per year[…][…]

3 years, per year+20.3%[…]

Worst drop · 1Y−8.8%−12.5%

Volatility · 1Y15.5%20.8%

4–0measures won
JEPQ first

0.2%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

VEA vs IEFA

YTD

VanguardVEA

+10.2%

IEFAiShares

+8.5%

+10.2%Year to date+8.5%

2.5%Yield3.4%

$232BAssets$193B

1–1level

End-of-day Nov 5, 2026

VWO vs IEMG

YTD

VanguardVWO

+1.2%

IEMGiShares

+6.0%

+1.2%Year to date+6.0%

2.2%Yield2.5%

$125BAssets$148B

2–0IEMG wins

End-of-day Nov 5, 2026

Overlap: JEPQ, WCMI, IEFA, IEMG

Today

10.2%most shared, WCMI and IEMG

JEPQWCMIIEFAIEMG

JEPQ—0.2%0.1%0.1%

WCMI0.2%—4.0%10.2%

IEFA0.1%4.0%—0.0%

IEMG0.1%10.2%0.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$1,182most kept, JEPQ

JEPQ$1,217 − $35 = $1,182

IEFA$344 − $7 = $337

IEMG$254 − $9 = $245

WCMI$59 − $85 = −$26

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee