Compare · 4 funds side by side · dividends reinvested

JEPI, WCBR, VIG and SMH

JEPIJ.P. Morgan×WCBRWisdomTree×VIGVanguard×SMHVanEck×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$34,950SMH · best of the four

02 / 04

JEPI, WCBR, VIG and SMH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.50%+12.1%+14.3%+18.6%+10.2%−7.9%10.8%$109B2.3

VanEck Semiconductor ETFThematic · AI & semis0.35%0.24%+28.8%+29.5%+48.9%+28.4%−33.1%42.9%$60.7B2.4

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%8.09%+5.3%+8.2%+10.7%+7.1%−6.7%8.8%$46.8B2.6

WisdomTree Cybersecurity FundThematic · Cyber & cloud0.45%0.00%+49.9%+37.3%+29.1%+7.4%−29.1%41.5%$213M2.6

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: JEPI 2020 · WCBR 2021 · VIG 2006 · SMH 2011

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Dividend Appreciation ETF · $109B$11,435

VIG

WCBR

WisdomTree Cybersecurity Fund · $213M$13,728

$10,000 one year ago, dividends reinvested · they hold 0.0% in common

VIGMeasureWCBR

+12.1%Year to dateJan 1 → Nov 6+49.9%

+14.3%1 yearTotal return+37.3%

+18.6%3 years · per year$10,000 became $16,669 · $21,504+29.1%

+10.2%5 years · per year$10,000 became $16,243 · $14,306+7.4%

0.04%Expense ratio$4 · $45 a year on $10k · lower is better0.45%

1.50%Trailing 12-mo yield$150 · $0 a year on $10k0.00%

−7.9%Worst dropSmaller is better−29.1%

10.8%VolatilityLower is calmer41.5%

VIGWCBR Winner of the row, in its colourEach row: the bigger of the two fills its side

5–3VIG wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

VIG vs WCBR: Top 5 Holdings

Today

VIG

22.1%in top 5

WCBR

in top 530.4%

VIGStockWCBR

not top 5ZS7.0%

not top 5S6.1%

not top 5NTSK5.8%

not top 5CRWD5.8%

not top 5TENB5.7%

4.9%MSFTnot top 5

4.9%AAPLnot top 5

4.3%AVGOnot top 5

4.1%LLYnot top 5

3.9%JPMnot top 5

Held in common0.0%

End-of-day Nov 6, 2026 · share of each fund

VIG vs WCBR Returns, Every Period

VanguardVIG

+10.2%

5 years, per year

WCBRWisdomTree

+7.4%

5 years, per year

VIGWCBRFaded: behind in that period

1–3WCBR wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

VIG vs JEPI

YTD

VanguardVIG

+12.1%

JEPIJ.P. Morgan

+5.3%

+12.1%Year to date+5.3%

−7.9%Worst drop · 1Y−6.7%

10.8%Volatility · 1Y8.8%

1.5%Yield8.1%

$109BAssets$46.8B

3–1JEPI wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: JEPI, WCBR, VIG, SMH

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

JEPI0.35%$35

SMH0.35%$35

WCBR0.45%$45

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: JEPI, WCBR, VIG, SMH

8.09%highest, JEPI

FundTrailing yieldYield$10k

JEPI8.09%$809

VIG1.50%$150

SMH0.24%$24

WCBR0.00%$0

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$774most kept, JEPI

JEPI$809 − $35 = $774

VIG$150 − $4 = $146

SMH$24 − $35 = −$11

WCBR$0 − $45 = −$45

KeptFee

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

Overlap: JEPI, WCBR, VIG, SMH

Today

30.7%most shared, JEPI and VIG

JEPIWCBRVIGSMH

JEPI—0.3%30.7%6.6%

WCBR0.3%—0.0%0.0%

VIG30.7%0.0%—10.3%

SMH6.6%0.0%10.3%—

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

Return vs Bumpiness: 4 ETFs

+37.3%WCBR, at 41.5% volatility

JEPIWorst drop−6.7%8.8% vol

VIGWorst drop−7.9%10.8% vol

WCBRWorst drop−29.1%41.5% vol

SMHWorst drop−33.1%42.9% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

JEPIWCBR

+5.3%Year to date+49.9%

8.1%Yield0.0%

+8.2%Past year+37.3%

0.35%Fee0.45%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Four

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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SOXX vs SMH

YTD

iSharesSOXX

+36.2%

SMHVanEck

+28.8%

+36.2%Year to date+28.8%

0.33% · $33Fee · on $10k a year0.35% · $35

$39.1BAssets$60.7B

2–0SOXX wins

End-of-day Nov 6, 2026