XC vs JPEM

AXC

BJPEM

Measures won2–3JPEM wins · of 6 · 5Y

$10,000 · 5Y$13,767JPEM

Lowest cost0.32%XC · $32 on $10k

Most income12.44%XC · $1,244 on $10k

Smallest drop−10.3%JPEM · worst fall in 1Y

Held in common14.6%XC and JPEM

JPEM

WisdomTree True Emerging Markets Fund · $72MJPMorgan Diversified Return Emerging Markets Equity ETF · $368M

+11.5%3 years · per year$13,856 · $14,760+13.9%

[…]5 years · per year[…] · $13,767+6.6%

0.32%Expense ratio$32 · $44 on $10k · lower wins0.44%

12.44%12-mo yield$1,244 · $463 on $10k4.63%

−12.7%Worst dropSmaller wins−10.3%

16.1%VolatilityLower wins14.3%

2–3JPEM wins

$10,000 · 5 yearsOne scale

Shared top holdingsXC · JPEM

1.4%OTP.BD0.7%

0.9%MTN.JO0.6%

0.9%INFY.BO0.6%

1.3%FSR.JO0.6%

Held in common14.6%

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BJPEM	JPMorgan Diversified Return Emerging Markets Equity ETFRead Desk		0.44%	4.63%	+0.7%	+5.3%	+8.0%	+13.9%	+6.6%	−10.3%	$368M
2	AXC	WisdomTree True Emerging Markets FundRead Desk		0.32%	12.44%	+0.5%	−3.7%	−2.0%	+11.5%	new	−12.7%	$72M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BJPEM	JPMorgan Diversified Return Emerging Markets Equity ETFRead Desk		0.44%	4.63%	+0.7%	+5.3%	+8.0%	+13.9%	+6.6%	−10.3%	$368M
2	AXC	WisdomTree True Emerging Markets FundRead Desk		0.32%	12.44%	+0.5%	−3.7%	−2.0%	+11.5%	new	−12.7%	$72M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

XC vs JPEM

WisdomTree True Emerging Markets Fund

[…]

JPEM

JPMorgan Diversified Return Emerging Markets Equity

$13,767

MeasureXCJPEM

Fee0.32%0.44%

Cost on $10k a year$32$44

Yield12.44%4.63%

5 years, per year[…]+6.6%

3 years, per year+11.5%+13.9%

Worst drop · 1Y−12.7%−10.3%

Volatility · 1Y16.1%14.3%

3–2measures won
JPEM first

14.6%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: XC, JPEM

Today

14.6%most shared, XC and JPEM

XCJPEM

XC—14.6%

JPEM14.6%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$1,212most kept, XC

XC$1,244 − $32 = $1,212

JPEM$463 − $44 = $419

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee