Which returned more over the last year, JIRE or WCMI?

In the year to Oct 9, 2026, with distributions reinvested, JIRE returned +13.8% and WCMI +12.4%.

Which is cheaper, JIRE or WCMI?

JIRE is cheaper, by 0.61 percentage points a year. That is about $61 on $10,000 held for a year. Fees come from each fund's prospectus.

How much do JIRE and WCMI overlap with the S&P 500?

By their latest filed holdings, 0% of JIRE and 5% of WCMI by weight is stocks the S&P 500 already holds.

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JIRE vs WCMI: Differences, Returns & Fees

JIRE and WCMI hold 7% of their weight in the same names, and JIRE returned +13.8% over the year. Net assets on Oct 9, 2026: $10.9bn for JPMorgan International Research Enhanced Equity ETF and $2.1bn for First Trust WCM International Equity ETF.

JIRE costs 0.61 points a year less; their one-year returns differ by 1.4 points; JIRE is 5.2 times larger.

	JIRE	WCMI
Expense ratio	0.24%	0.85%
Net assets	$10.9bn	$2.1bn
Total return, 1 year	+13.8%	+12.4%
What it tracks	No index, actively managed	No index, actively managed
Holdings in common	7%
Top ten holdings, share of the fund	16.6%	42.9%
Below its high	4.8%, high on Aug 13, 2026	5.3%, high on Aug 14, 2026

Holdings in common uses holdings dated Oct 9, 2026.

+13.8%

JIRE total return, 1 year

+12.4%

WCMI total return, 1 year

0.24%

JIRE expense ratio

0.85%

WCMI expense ratio

What they hold in common

By the books each fund has filed, JIRE and WCMI hold 7% of their money in the same securities at the same weight. Above 50%, holding both is close to holding one of them twice. Holdings dated Oct 9, 2026.

50%

half

7% in common

Positions both hold, largest shared weight first

Holding JIRE WCMI

MUENCHENER 0.96% 1.49%

UBS GROUP AG COMMON 0.92% 1.97%

SOCIETE GENERALE SA 0.75% 2.15%

BRITISH AMERICAN TOBACCO 0.66% 1.46%

ROLLS-ROYCE HOLDINGS PLC 0.49% 6.30%

KIOXIA HOLDINGS CORP 0.48% 3.46%

SIEMENS ENERGY AG COMMON 0.40% 2.86%

TESCO PLC COMMON STOCK 0.40% 3.02%

MIZUHO FINANCIAL GROUP 0.38% 3.31%

BAYER AG COMMON STOCK 0.35% 1.68%

HALEON PLC COMMON STOCK 0.30% 1.67%

NEBIUS GROUP NV COMMON 0.21% 5.19%

Only in JIRE

ASML HOLDING NV COMMON 3.81%

SIEMENS AG COMMON STOCK 1.71%

ASTRAZENECA PLC COMMON 1.64%

ALLIANZ SE COMMON STOCK 1.46%

SHELL PLC 1.39%

BANCO SANTANDER SA 1.38%

HSBC HOLDINGS PLC COMMON 1.38%

ROCHE HOLDING AG COMMON 1.35%

Only in WCMI

Taiwan Semiconductor Manufacturing Company Ltd. 7.69%

Teva Pharmaceutical Industries Ltd. 3.81%

Constellation Software Inc. 3.80%

Babcock International Group Plc 3.26%

Sony Group Corp. (ADR) 3.10%

Lottomatica Group SpA 2.98%

WuXi Biologics (Cayman) Inc. 2.80%

Canadian Natural Resources Limited 2.57%

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On the same fields

JIRE

JPMorgan International Research Enhanced Equity ETF

WCMI

First Trust WCM International Equity ETF

Where it sits Stock ETF Stock ETF

Issuer JPMorgan First Trust

What it is Actively managed Actively managed

Total return, 1 year +13.8% +12.4%

S&P 500 over the same days +17.3% +17.3%

Gap to the S&P 500 −3.5 pts −4.8 pts

Expense ratio 0.24% 0.85%

Already in the S&P 500 0.0% 4.7%

Holdings 207 42

Net assets $10.9bn $2.1bn

JIRE and WCMI on the fields both publish, as of Oct 9, 2026. Source: ETFIQ.

JIRE in plain words

JIRE is actively managed and tracks no index. Over the year to Oct 9, 2026 it returned +13.8% with distributions reinvested, against +17.3% for the S&P 500. The prospectus expense ratio is 0.24% a year. By its holdings published by its issuer for Oct 9, 2026, 0% of the fund by weight is stocks the S&P 500 also holds, across 207 positions, with the top ten at 16.6%. It sat 4.8% below its high of Aug 13, 2026 on Oct 9, 2026.

WCMI in plain words

WCMI is actively managed and tracks no index. Over the year to Oct 9, 2026 it returned +12.4% with distributions reinvested, against +17.3% for the S&P 500. The prospectus expense ratio is 0.85% a year. By its holdings published by its issuer for Oct 9, 2026, 5% of the fund by weight is stocks the S&P 500 also holds, across 42 positions, with the top ten at 42.9%. It sat 5.3% below its high of Aug 14, 2026 on Oct 9, 2026.

Questions people ask

Which returned more over the last year, JIRE or WCMI?: In the year to Oct 9, 2026, with distributions reinvested, JIRE returned +13.8% and WCMI +12.4%.
Which is cheaper, JIRE or WCMI?: JIRE is cheaper, by 0.61 percentage points a year. That is about $61 on $10,000 held for a year. Fees come from each fund's prospectus.
How much do JIRE and WCMI overlap with the S&P 500?: By their latest filed holdings, 0% of JIRE and 5% of WCMI by weight is stocks the S&P 500 already holds.

Other comparisons

JIRE vs SCHY IVLU vs JIRE EFAV vs JIRE GSIE vs JIRE AVDE vs WCMI DFIV vs WCMI VYMI vs WCMI EFV vs WCMI

JIRE on its own →WCMI on its own →Hold both: look the portfolio through →Rankings →Standards and sources →

Where these figures came from

JIRE filings on SEC EDGAR ↗JIRE prospectus with the expense ratio (SEC) ↗JPMorgan website ↗WCMI filings on SEC EDGAR ↗WCMI prospectus with the expense ratio (SEC) ↗First Trust page for WCMI ↗

ETFIQ links to the documents behind every figure; a link is not an endorsement. A comparison is not a recommendation.

How this is computed

Overlap adds up the smaller of the two weights for each security both funds hold.

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ETFIQ, JIRE against WCMI, data as of Oct 9, 2026. https://etfiq.com/compare/any/jire-vs-wcmi

Open data

Free to use with attribution for figures ETFIQ computes; issuer data stays under its owner's terms.