WCMG vs WCMI

AWCMG

BWCMI

Measures won0–1WCMI wins · of 6 · 5Y

$10,000 · 5Y$15,576VT · IEFA $14,620

Lowest cost0.06%VT · $6 on $10k

Most income3.44%IEFA · $344 on $10k

Smallest drop−9.7%VT · worst fall in 1Y

Held in common49.0%WCMG and WCMI

WCMG

WCMI

First Trust WCM Global Equity ETF · $3MFirst Trust WCM International Equity ETF · $2.1B

[…]3 years · per year[…]

[…]5 years · per year[…]

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

0.00%12-mo yield$0 · $59 on $10k0.59%

[…]Worst dropSmaller wins−12.5%

[…]VolatilityLower wins20.8%

0–1WCMI wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsWCMG · WCMI

3.7%CSU.TO4.5%

3.6%NBIS3.4%

3.1%BAB.L3.8%

3.0%2269.HK2.6%

Held in common49.0%

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	VT	Vanguard Total World Stock ETFRead Desk	0.06%	1.59%	−4.1%	+8.2%	+10.7%	+21.0%	+9.3%	−9.7%	$81.8B
2	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
3	AWCMG	First Trust WCM Global Equity ETFRead Desk	0.85%	0.00%	−2.8%	new	new	new	new	[…]	$3M
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	VT	Vanguard Total World Stock ETFRead Desk	0.06%	1.59%	−4.1%	+8.2%	+10.7%	+21.0%	+9.3%	−9.7%	$81.8B
2	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
3	AWCMG	First Trust WCM Global Equity ETFRead Desk	0.85%	0.00%	−2.8%	new	new	new	new	[…]	$3M
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

WCMG vs WCMI

WCMG

First Trust WCM Global Equity

[…]

WCMI

First Trust WCM International Equity

[…]

MeasureWCMGWCMI

Fee0.85%0.85%

Cost on $10k a year$85$85

Yield0.00%0.59%

5 years, per year[…][…]

3 years, per year[…][…]

Worst drop · 1Y[…]−12.5%

Volatility · 1Y[…]20.8%

1–0measures won
WCMI first

49.0%

holdings shared

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

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

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

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

Overlap: WCMG, WCMI, VT, IEFA

Today

49.0%most shared, WCMG and WCMI

WCMGWCMIVTIEFA

WCMG—49.0%4.4%2.7%

WCMI49.0%—3.5%4.0%

VT4.4%3.5%—18.0%

IEFA2.7%4.0%18.0%—

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

Income After Fees on $10,000

$337most kept, IEFA

IEFA$344 − $7 = $337

VT$159 − $6 = $153

WCMI$59 − $85 = −$26

WCMG$0 − $85 = −$85

KeptFee

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