Compare · 3 funds side by side · dividends reinvested

JEPQ, WCBR and SMH

JEPQJ.P. Morgan×WCBRWisdomTree×SMHVanEck×

02 / 04

−0.1%

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Story of the three · Growth3Y$10,000 three years agoDividends reinvested · all three on one scale$32,583SMH · best of the three

Story of the three · IncomeMost incomeJEPQ · 12.37% · $1,237 a year on $10k

Story of the three · RiskSmallest drop

JEPQ, WCBR and SMH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

VanEck Semiconductor ETFThematic · AI & semis0.35%0.23%+35.2%+37.3%+48.3%+27.6%−33.1%43.3%$64.4B1.8

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.37%+6.7%+7.6%+17.4%[…]−11.5%17.0%$42.6B1.9

WisdomTree Cybersecurity FundThematic · Cyber & cloud0.45%0.00%+54.2%+36.4%+28.1%+8.0%−27.8%41.6%$197M2.1

Rank among the three1st → 3rdFee, 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: JEPQ 2022 · WCBR 2021 · SMH 2011

Head to Head

Swap sides Versus in desk

Head to Head

5Y

JPMorgan Nasdaq Equity Premium Income ETF · $42.6B[…]

JEPQ

SMH

VanEck Semiconductor ETF · $64.4B$33,828

$10,000 five years ago, dividends reinvested · they hold 25.1% in common

JEPQ

More Ways to See the Pairs

JEPQ vs SMH: Top 5 Holdings

Today

JEPQ

27.3%in top 5

SMH

in top 545.9%

JEPQStockSMH

5.9%NVDA17.7%

not top 5TSM10.0%

7.2%AAPLnot top 5

not top 5AVGO6.1%

not top 5TXN

Cost, Income and Risk

Fees: JEPQ, WCBR, SMH

Today

0.35%lowest, JEPQ

FundExpense ratioFee$10k

JEPQ0.35%$35

SMH0.35%$35

WCBR0.45%$45

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

Yields: JEPQ, WCBR, SMH

Popular Pairs Near These Three

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.7%

JEPIJ.P. Morgan

+8.2%

+6.7%Year to date+8.2%

12.4%Yield7.9%

$42.6BAssets$47.3B

1–1level

End-of-day Nov 13, 2026

SOXX vs SMH

YTD

iSharesSOXX

+49.0%

SMHVanEck

+35.2%

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

Measure

SMH

+6.7%Year to dateJan 1 → Nov 13+35.2%

+7.6%1 yearTotal return+37.3%

+17.4%3 years · per year$10,000 became $16,188 · $32,582+48.3%

[…]5 years · per year$10,000 became […] · $33,828+27.6%

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

12.37%Trailing 12-mo yield$1,237 · $23 a year on $10k0.23%

−11.5%Worst dropSmaller is better−33.1%

17.0%VolatilityLower is calmer43.3%

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

3–3Level

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

6.0%

not top 5AMD6.0%

5.6%MSFTnot top 5

4.3%GOOGnot top 5

4.2%AMZNnot top 5

Held in common25.1%

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

JEPQ vs SMH Returns, Every Period

1Y

J.P. MorganJEPQ

+7.6%

past year

SMHVanEck

+37.3%

past year

JEPQSMHFaded: behind in that period

0–3SMH wins

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

Income vs Thematic: JEPQ vs SMH

YTD

J.P. MorganJEPQ

+6.7%

SMHVanEck

+35.2%

+6.7%Year to date+35.2%

−11.5%Worst drop · 1Y−33.1%

17.0%Volatility · 1Y43.3%

12.4%Yield0.2%

$42.6BAssets$64.4B

3–1JEPQ wins

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

1Y

12.37%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.37%$1,237

SMH0.23%$23

WCBR0.00%$0

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

Income After Fees on $10,000

1Y

$1,202most kept, JEPQ

JEPQ$1,237 − $35 = $1,202

SMH$23 − $35 = −$12

WCBR$0 − $45 = −$45

KeptFee

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

Overlap: JEPQ, WCBR, SMH

Today

25.1%most shared, JEPQ and SMH

JEPQWCBRSMH

JEPQ—2.3%25.1%

WCBR2.3%—0.0%

SMH25.1%0.0%—

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

Return vs Bumpiness: 3 ETFs

1Y

+37.3%SMH, at 43.3% volatility

JEPQWorst drop−11.5%17.0% vol

WCBRWorst drop−27.8%41.6% vol

SMHWorst drop−33.1%43.3% vol

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

Paid More vs Made More

YTD

JEPQWCBR

+6.7%Year to date+54.2%

12.4%Yield0.0%

+7.6%Past year+36.4%

0.35%Fee0.45%

2–2level

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

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 13, 2026

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JEPQ, WCBR and SMH

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three