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JIVE vs WCMI: Differences, Returns & Fees

JIVE and WCMI hold 6% of their weight in the same names, and JIVE returned +29.0% over the year. Net assets on Oct 9, 2026: $4.2bn for JPMorgan International Value ETF and $2.1bn for First Trust WCM International Equity ETF.

JIVE costs 0.30 points a year less; their one-year returns differ by 16.6 points; JIVE is 2.0 times larger.

JIVEWCMI
Expense ratio0.55%0.85%
Net assets$4.2bn$2.1bn
Total return, 1 year+29.0%+12.4%
What it tracksNo index, actively managedNo index, actively managed
Holdings in common6%
Top ten holdings, share of the fund16.8%42.9%
Below its high5.7%, high on Sep 4, 20265.3%, high on Aug 14, 2026

Holdings in common uses holdings dated Oct 9, 2026.

+29.0%
JIVE total return, 1 year
+12.4%
WCMI total return, 1 year
0.55%
JIVE expense ratio
0.85%
WCMI expense ratio

What they hold in common

By the books each fund has filed, JIVE and WCMI hold 6% 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.

half

6% in common

Positions both hold, largest shared weight first
Holding JIVE WCMI
TAIWAN SEMICONDUCTOR 2.66% 7.69%
BRITISH AMERICAN TOBACCO 0.74% 1.46%
CANADIAN NATURAL RESOURCES LTD 0.64% 2.57%
MUENCHENER 0.60% 1.49%
BAYER AG COMMON STOCK 0.47% 1.68%
SOCIETE GENERALE SA 0.41% 2.15%
KB FINANCIAL GROUP INC 0.36% 2.39%
KIOXIA HOLDINGS CORP 0.20% 3.46%
GLENCORE PLC COMMON 0.19% 1.62%
Only in JIVE
SAMSUNG ELECTRONICS CO 3.82%
SHELL PLC 1.69%
NESTLE SA COMMON STOCK 1.47%
ROCHE HOLDING AG COMMON 1.37%
TORONTO-DOMINION 1.33%
HSBC HOLDINGS PLC COMMON 1.25%
NOVARTIS AG COMMON STOCK 1.11%
ALLIANZ SE COMMON STOCK 1.03%
Only in WCMI
Rolls-Royce Holdings Plc 6.30%
Nebius Group N.V. 5.19%
Teva Pharmaceutical Industries Ltd. 3.81%
Constellation Software Inc. 3.80%
Mizuho Financial Group, Inc. 3.31%
Babcock International Group Plc 3.26%
Sony Group Corp. (ADR) 3.10%
Tesco Plc 3.02%

Check overlap with more funds →

On the same fields

JIVE
JPMorgan International Value 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 +29.0% +12.4%
S&P 500 over the same days +17.3% +17.3%
Gap to the S&P 500 +11.8 pts −4.8 pts
Expense ratio 0.55% 0.85%
Already in the S&P 500 0.0% 4.7%
Holdings 374 42
Net assets $4.2bn $2.1bn

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

JIVE in plain words

JIVE is actively managed and tracks no index. Over the year to Oct 9, 2026 it returned +29.0% with distributions reinvested, against +17.3% for the S&P 500. The prospectus expense ratio is 0.55% 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 374 positions, with the top ten at 16.8%. It sat 5.7% below its high of Sep 4, 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, JIVE or WCMI?
In the year to Oct 9, 2026, with distributions reinvested, JIVE returned +29.0% and WCMI +12.4%.
Which is cheaper, JIVE or WCMI?
JIVE is cheaper, by 0.30 percentage points a year. That is about $30 on $10,000 held for a year. Fees come from each fund's prospectus.
How much do JIVE and WCMI overlap with the S&P 500?
By their latest filed holdings, 0% of JIVE and 5% of WCMI by weight is stocks the S&P 500 already holds.
Other comparisons
JIVE vs VYMIJIVE vs SCHYAVIV vs JIVEICOW vs JIVEDIVI vs WCMIAVIV vs WCMIRODM vs WCMIPIEQ vs WCMI
JIVE on its own →WCMI on its own →Hold both: look the portfolio through →Rankings →Standards and sources →
Where these figures came from
JIVE filings on SEC EDGAR ↗JIVE 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.

Cite this pageCitation, APA and Markdown

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

Open data

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