Compare · 4 funds side by side · dividends reinvested

JEPI, WCBR, SOXX and DGRO

JEPIJ.P. Morgan×WCBRWisdomTree×SOXXiShares×DGROiShares×

02 / 04

−0.1%

Search ETFs and stocks

Story of the four · Growth3Y$10,000 three years agoDividends reinvested · all four on one scale$28,602SOXX · best of the four

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

Story of the four · RiskSmallest drop

JEPI, WCBR, SOXX and DGRO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core Dividend Growth ETFIncome · Dividend stocks0.08%1.82%+19.9%+21.1%+20.9%+11.3%−6.5%10.3%$45.9B2.1

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%$47.3B2.9

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: JEPI 2020 · WCBR 2021 · SOXX 2001 · DGRO 2014

Head to Head

Swap sides Versus in desk

Head to Head

5Y

JPMorgan Equity Premium Income ETF · $47.3B

More Ways to See the Pairs

JEPI vs WCBR: Top 5 Holdings

Today

JEPI

9.7%in top 5

WCBR

in top 529.9%

JEPIStockWCBR

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: JEPI, WCBR, SOXX, DGRO

Today

0.08%lowest, DGRO

FundExpense ratioFee$10k

DGRO0.08%$8

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%

$14,519

JEPI

WCBR

WisdomTree Cybersecurity Fund · $197M$14,726

$10,000 five years ago, dividends reinvested · they hold 0.4% in common

JEPIMeasureWCBR

+8.2%Year to dateJan 1 → Nov 13+54.2%

+9.6%1 yearTotal return+36.4%

+11.1%3 years · per year$10,000 became $13,696 · $21,008+28.1%

+7.7%5 years · per year$10,000 became $14,519 · $14,726+8.0%

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

7.87%Trailing 12-mo yield$787 · $0 a year on $10k0.00%

−6.7%Worst dropSmaller is better−27.8%

9.0%VolatilityLower is calmer41.6%

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

4–4Level

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

2.0%MAnot top 5

2.0%AAPLnot top 5

1.9%MSFTnot top 5

1.9%AMZNnot top 5

1.9%MMMnot top 5

Held in common0.4%

End-of-day Nov 13, 2026 · share of each fund

JEPI vs WCBR Returns, Every Period

5Y

J.P. MorganJEPI

+7.7%

5 years, per year

WCBRWisdomTree

+8.0%

5 years, per year

JEPIWCBRFaded: behind in that period

0–4WCBR wins

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

JEPI vs DGRO

YTD

J.P. MorganJEPI

+8.2%

DGROiShares

+19.9%

+8.2%Year to date+19.9%

−6.7%Worst drop · 1Y−6.5%

9.0%Volatility · 1Y10.3%

7.9%Yield1.8%

$47.3BAssets$45.9B

2–2level

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

Yields: JEPI, WCBR, SOXX, DGRO

1Y

7.87%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.87%$787

DGRO1.82%$182

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

DGRO$182 − $8 = $174

SOXX$28 − $33 = −$5

WCBR$0 − $45 = −$45

KeptFee

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

Overlap: JEPI, WCBR, SOXX, DGRO

Today

34.1%most shared, JEPI and DGRO

JEPIWCBRSOXXDGRO

JEPI—0.4%8.1%34.1%

WCBR0.4%—0.0%0.1%

SOXX8.1%0.0%—5.2%

DGRO34.1%0.1%5.2%—

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

DGROWorst drop−6.5%10.3% 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…

JEPI, WCBR, SOXX and DGRO

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four