Compare · 4 funds side by side · dividends reinvested

VIG, WCBR, JEPI and SOXX

VIGVanguard×WCBRWisdomTree×JEPIJ.P. Morgan×SOXXiShares×

02 / 04

−0.1%

Search ETFs and stocks

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$27,032SOXX · best of the four

Story of the four · IncomeMost incomeJEPI · 7.87% · $787 a year on $10k

Story of the four · RiskSmallest drop

VIG, WCBR, JEPI and SOXX, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.45%+16.0%+16.3%+18.9%+10.6%−7.9%11.0%$109B2.3

iShares Semiconductor ETFThematic · AI & semis0.33%0.28%+49.0%+49.9%+41.9%+22.0%−39.5%50.2%$44.7B2.3

WisdomTree Cybersecurity FundThematic · Cyber & cloud0.45%0.00%+54.2%+36.4%+28.1%+8.0%−27.8%41.6%$197M2.8

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.87%+8.2%+9.6%+11.1%+7.7%−6.7%9.0%$47.3B2.8

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

End-of-day Nov 13, 2026 · returns include dividends · since: VIG 2006 · WCBR 2021 · JEPI 2020 · SOXX 2001

Head to Head

Swap sides Versus in desk

Head to Head

1Y

Vanguard Dividend Appreciation ETF · $109B$11,627

VIG

More Ways to See the Pairs

VIG vs WCBR: Top 5 Holdings

Today

VIG

22.1%in top 5

WCBR

in top 529.9%

VIGStockWCBR

not top 5ZS6.7%

not top 5S6.1%

not top 5NTSK5.9%

not top 5CRWD5.8%

not top 5TENB5.5%

Cost, Income and Risk

Fees: VIG, WCBR, JEPI, SOXX

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

SOXX0.33%$33

JEPI0.35%$35

WCBR0.45%$45

End-of-day Nov 13, 2026 · fee on $10,000 a year

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 13, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.7%

JEPIJ.P. Morgan

+8.2%

SOXX vs SMH

YTD

iSharesSOXX

+49.0%

SMHVanEck

+35.2%

WCBR

WisdomTree Cybersecurity Fund · $197M$13,640

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

VIGMeasureWCBR

+16.0%Year to dateJan 1 → Nov 13+54.2%

+16.3%1 yearTotal return+36.4%

+18.9%3 years · per year$10,000 became $16,797 · $21,008+28.1%

+10.6%5 years · per year$10,000 became $16,513 · $14,726+8.0%

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

1.45%Trailing 12-mo yield$145 · $0 a year on $10k0.00%

−7.9%Worst dropSmaller is better−27.8%

11.0%VolatilityLower is calmer41.6%

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

5–3VIG wins

End-of-day Nov 13, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

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 13, 2026 · share of each fund

VIG vs WCBR Returns, Every Period

5Y

VanguardVIG

+10.6%

5 years, per year

WCBRWisdomTree

+8.0%

5 years, per year

VIGWCBRFaded: behind in that period

1–3WCBR wins

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

VIG vs JEPI

YTD

VanguardVIG

+16.0%

JEPIJ.P. Morgan

+8.2%

+16.0%Year to date+8.2%

−7.9%Worst drop · 1Y−6.7%

11.0%Volatility · 1Y9.0%

1.4%Yield7.9%

$109BAssets$47.3B

3–1JEPI wins

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

Yields: VIG, WCBR, JEPI, SOXX

1Y

7.87%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.87%$787

VIG1.45%$145

SOXX0.28%$28

WCBR0.00%$0

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$752most kept, JEPI

JEPI$787 − $35 = $752

VIG$145 − $4 = $141

SOXX$28 − $33 = −$5

WCBR$0 − $45 = −$45

KeptFee

End-of-day Nov 13, 2026 · yield in dollars minus the fee

Overlap: VIG, WCBR, JEPI, SOXX

Today

31.6%most shared, VIG and JEPI

VIGWCBRJEPISOXX

VIG—0.0%31.6%10.3%

WCBR0.0%—0.4%0.0%

JEPI31.6%0.4%—8.1%

SOXX10.3%0.0%8.1%—

End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

1Y

+49.9%SOXX, at 50.2% volatility

JEPIWorst drop−6.7%9.0% vol

VIGWorst drop−7.9%11.0% vol

WCBRWorst drop−27.8%41.6% vol

SOXXWorst drop−39.5%50.2% vol

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

JEPIWCBR

+8.2%Year to date+54.2%

7.9%Yield0.0%

+9.6%Past year+36.4%

0.35%Fee0.45%

2–2level

End-of-day Nov 13, 2026

+6.7%Year to date+8.2%

12.4%Yield7.9%

$42.6BAssets$47.3B

1–1level

End-of-day Nov 13, 2026

+49.0%Year to date+35.2%

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

$44.7BAssets$64.4B

2–0SOXX wins

End-of-day Nov 13, 2026

Loading…

VIG, WCBR, JEPI and SOXX

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four