Compare · 4 funds side by side · dividends reinvested

JEPQ, WCBR, SOXX and DRAM

JEPQJ.P. Morgan×WCBRWisdomTree×SOXXiShares×DRAMRoundhill×

Story of the four · Growth1Y$10,000 one year agoDividends reinvested · all four on one scale$14,847SOXX · best of the four

02 / 04

JEPQ, WCBR, SOXX and DRAM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Semiconductor ETFThematic · AI & semis0.33%0.28%+46.5%+48.5%+42.6%+23.3%−39.5%49.8%$37.5B1.8

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.39%+6.6%+9.2%+18.2%[…]−11.5%16.9%$40.7B2.0

WisdomTree Cybersecurity FundThematic · Cyber & cloud0.45%0.00%+56.2%+41.4%+30.7%+8.5%−29.1%41.6%$197M2.1

Roundhill Memory ETFThematic · AI & semis0.65%0.00%[…][…][…][…][…][…]$14.7B3.5

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

End-of-day Nov 9, 2026 · returns include dividends · since: JEPQ 2022 · WCBR 2021 · SOXX 2001 · DRAM 2026

Head to Head

Swap sides Versus in desk

Head to Head

JPMorgan Nasdaq Equity Premium Income ETF · $40.7B[…]

JEPQ

WCBR

WisdomTree Cybersecurity Fund · $197M$15,057

$10,000 five years ago, dividends reinvested · they hold 2.3% in common

JEPQMeasureWCBR

+6.6%Year to dateJan 1 → Nov 9+56.2%

+9.2%1 yearTotal return+41.4%

+18.2%3 years · per year$10,000 became $16,495 · $22,308+30.7%

[…]5 years · per year$10,000 became […] · $15,057+8.5%

0.35%Expense ratio$35 · $45 a year on $10k · lower is better0.45%

12.39%Trailing 12-mo yield$1,239 · $0 a year on $10k0.00%

−11.5%Worst dropSmaller is better−29.1%

16.9%VolatilityLower is calmer41.6%

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

4–3JEPQ wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

JEPQ vs WCBR: Top 5 Holdings

Today

JEPQ

28.6%in top 5

WCBR

in top 529.9%

JEPQStockWCBR

7.3%AAPLnot top 5

not top 5ZS6.7%

6.7%NVDAnot top 5

not top 5S6.1%

6.0%MSFTnot top 5

not top 5NTSK5.9%

not top 5CRWD5.8%

not top 5TENB5.5%

4.4%GOOGnot top 5

4.3%AMZNnot top 5

Held in common2.3%

End-of-day Nov 9, 2026 · share of each fund

JEPQ vs WCBR Returns, Every Period

J.P. MorganJEPQ

+9.2%

past year

WCBRWisdomTree

+41.4%

past year

JEPQWCBRFaded: behind in that period

0–3WCBR wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Income vs Thematic: JEPQ vs SOXX

YTD

J.P. MorganJEPQ

+6.6%

SOXXiShares

+46.5%

+6.6%Year to date+46.5%

−11.5%Worst drop · 1Y−39.5%

16.9%Volatility · 1Y49.8%

12.4%Yield0.3%

$40.7BAssets$37.5B

3–1JEPQ wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: JEPQ, WCBR, SOXX, DRAM

Today

0.33%lowest, SOXX

FundExpense ratioFee$10k

SOXX0.33%$33

JEPQ0.35%$35

WCBR0.45%$45

DRAM0.65%$65

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: JEPQ, WCBR, SOXX, DRAM

12.39%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.39%$1,239

SOXX0.28%$28

WCBR0.00%$0

DRAM0.00%$0

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$1,204most kept, JEPQ

JEPQ$1,239 − $35 = $1,204

SOXX$28 − $33 = −$5

WCBR$0 − $45 = −$45

DRAM$0 − $65 = −$65

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: JEPQ, WCBR, SOXX, DRAM

Today

23.4%most shared, JEPQ and SOXX

JEPQWCBRSOXXDRAM

JEPQ—2.3%23.4%3.9%

WCBR2.3%—0.0%0.0%

SOXX23.4%0.0%—3.1%

DRAM3.9%0.0%3.1%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+48.5%SOXX, at 49.8% volatility

JEPQWorst drop−11.5%16.9% vol

WCBRWorst drop−29.1%41.6% vol

SOXXWorst drop−39.5%49.8% vol

DRAMWorst drop[…][…]

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQWCBR

+6.6%Year to date+56.2%

12.4%Yield0.0%

+9.2%Past year+41.4%

0.35%Fee0.45%

2–2level

End-of-day Nov 9, 2026

Popular Pairs Near These Four

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SOXX vs SMH

YTD

iSharesSOXX

+46.5%

SMHVanEck

+35.3%

+46.5%Year to date+35.3%

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

$37.5BAssets$60.7B

2–0SOXX wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026