Compare · 4 funds side by side · dividends reinvested

VIG, WCBR, JEPQ and SOXX

VIGVanguard×WCBRWisdomTree×JEPQJ.P. Morgan×SOXXiShares×

Story of the four · Growth3Y$10,000 three years agoDividends reinvested · all four on one scale$29,015SOXX · best of the four

02 / 04

VIG, WCBR, JEPQ and SOXX, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.46%+14.8%+17.6%+18.8%+10.7%−7.9%11.0%$109B2.0

iShares Semiconductor ETFThematic · AI & semis0.33%0.71%+46.5%+48.5%+42.6%+23.3%−39.5%49.8%$37.5B2.3

WisdomTree Cybersecurity FundThematic · Cyber & cloud0.45%0.00%+56.2%+41.4%+30.7%+8.5%−29.1%41.6%$197M2.8

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.39%+6.6%+9.2%+18.2%[…]−11.5%16.9%$40.7B2.9

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

End-of-day Nov 9, 2026 · returns include dividends · since: VIG 2006 · WCBR 2021 · JEPQ 2022 · SOXX 2001

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Dividend Appreciation ETF · $109B$16,638

VIG

WCBR

WisdomTree Cybersecurity Fund · $197M$15,057

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

VIGMeasureWCBR

+14.8%Year to dateJan 1 → Nov 9+56.2%

+17.6%1 yearTotal return+41.4%

+18.8%3 years · per year$10,000 became $16,775 · $22,308+30.7%

+10.7%5 years · per year$10,000 became $16,638 · $15,057+8.5%

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

1.46%Trailing 12-mo yield$146 · $0 a year on $10k0.00%

−7.9%Worst dropSmaller is better−29.1%

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 9, 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 529.9%

VIGStockWCBR

not top 5ZS6.7%

not top 5S6.1%

not top 5NTSK5.9%

not top 5CRWD5.8%

not top 5TENB5.5%

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 9, 2026 · share of each fund

VIG vs WCBR Returns, Every Period

VanguardVIG

+10.7%

5 years, per year

WCBRWisdomTree

+8.5%

5 years, per year

VIGWCBRFaded: behind in that period

1–3WCBR wins

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

VIG vs JEPQ

YTD

VanguardVIG

+14.8%

JEPQJ.P. Morgan

+6.6%

+14.8%Year to date+6.6%

−7.9%Worst drop · 1Y−11.5%

11.0%Volatility · 1Y16.9%

1.5%Yield12.4%

$109BAssets$40.7B

3–1VIG wins

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

Cost, Income and Risk

Fees: VIG, WCBR, JEPQ, SOXX

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

SOXX0.33%$33

JEPQ0.35%$35

WCBR0.45%$45

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

Yields: VIG, WCBR, JEPQ, SOXX

12.39%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.39%$1,239

VIG1.46%$146

SOXX0.71%$71

WCBR0.00%$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

VIG$146 − $4 = $142

SOXX$71 − $33 = $38

WCBR$0 − $45 = −$45

KeptFee

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

Overlap: VIG, WCBR, JEPQ, SOXX

Today

26.2%most shared, VIG and JEPQ

VIGWCBRJEPQSOXX

VIG—0.0%26.2%10.3%

WCBR0.0%—2.3%0.0%

JEPQ26.2%2.3%—23.4%

SOXX10.3%0.0%23.4%—

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

VIGWorst drop−7.9%11.0% vol

JEPQWorst drop−11.5%16.9% vol

WCBRWorst drop−29.1%41.6% vol

SOXXWorst drop−39.5%49.8% vol

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

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

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