Compare · 4 funds side by side · dividends reinvested

CHAT, SCHD, JEPI and SMH

CHATRoundhill×SCHDSchwab×JEPIJ.P. Morgan×SMHVanEck×

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Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$36,977SMH · best of the four

Story of the four · IncomeMost incomeJEPI · 7.84% · $784 a year on $10k

Story of the four · RiskSmallest drop

CHAT, SCHD, JEPI and SMH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.93%+34.6%+39.3%+19.9%+10.4%−6.9%11.8%$123B2.0

VanEck Semiconductor ETFThematic · AI & semis0.35%0.22%+40.8%+41.7%+50.8%+29.9%−33.1%43.2%$63.5B2.0

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.84%+8.6%+11.2%+11.1%+7.8%−6.7%9.0%$46.6B2.5

Roundhill Generative AI & Technology ETFThematic · AI & semis0.75%2.28%+25.2%+18.0%+39.7%[…]−37.3%44.5%$1.5B3.3

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

End-of-day Nov 11, 2026 · returns include dividends · since: CHAT 2023 · SCHD 2011 · JEPI 2020 · SMH 2011

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Roundhill Generative AI & Technology ETF · $1.5B[…]

CHAT

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CHAT vs SCHD: Top 5 Holdings

Today

CHAT

29.9%in top 5

SCHD

in top 521.7%

CHATStockSCHD

6.9%NVDAnot top 5

6.5%GOOGLnot top 5

6.0%MSFTnot top 5

5.7%AMZNnot top 5

4.8%METAnot top 5

Cost, Income and Risk

Fees: CHAT, SCHD, JEPI, SMH

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

JEPI0.35%$35

SMH0.35%$35

CHAT0.75%$75

End-of-day Nov 11, 2026 · fee on $10,000 a year

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

SOXX vs SMH

YTD

iSharesSOXX

+55.1%

SMHVanEck

+40.8%

SCHD

Schwab U.S. Dividend Equity ETF · $123B$16,418

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

CHATMeasureSCHD

+25.2%Year to dateJan 1 → Nov 11+34.6%

+18.0%1 yearTotal return+39.3%

+39.7%3 years · per year$10,000 became $27,276 · $17,234+19.9%

[…]5 years · per year$10,000 became […] · $16,418+10.4%

0.75%Expense ratio$75 · $6 a year on $10k · lower is better0.06%

2.28%Trailing 12-mo yield$228 · $293 a year on $10k2.93%

−37.3%Worst dropSmaller is better−6.9%

44.5%VolatilityLower is calmer11.8%

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

1–6SCHD wins

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5TXN4.6%

not top 5PG4.4%

not top 5HD4.3%

not top 5KO4.3%

not top 5AMGN4.1%

Held in common0.0%

End-of-day Nov 11, 2026 · share of each fund

CHAT vs SCHD Returns, Every Period

1Y

RoundhillCHAT

+18.0%

past year

SCHDSchwab

+39.3%

past year

CHATSCHDFaded: behind in that period

1–2SCHD wins

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

Thematic vs Income: CHAT vs JEPI

YTD

RoundhillCHAT

+25.2%

JEPIJ.P. Morgan

+8.6%

+25.2%Year to date+8.6%

−37.3%Worst drop · 1Y−6.7%

44.5%Volatility · 1Y9.0%

2.3%Yield7.8%

$1.5BAssets$46.6B

3–1JEPI wins

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

Yields: CHAT, SCHD, JEPI, SMH

1Y

7.84%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.84%$784

SCHD2.93%$293

CHAT2.28%$228

SMH0.22%$22

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$749most kept, JEPI

JEPI$784 − $35 = $749

SCHD$293 − $6 = $287

CHAT$228 − $75 = $153

SMH$22 − $35 = −$13

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: CHAT, SCHD, JEPI, SMH

Today

25.7%most shared, CHAT and SMH

CHATSCHDJEPISMH

CHAT—0.0%12.8%25.7%

SCHD0.0%—8.5%8.6%

JEPI12.8%8.5%—8.0%

SMH25.7%8.6%8.0%—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

1Y

+41.7%SMH, at 43.2% volatility

JEPIWorst drop−6.7%9.0% vol

SCHDWorst drop−6.9%11.8% vol

SMHWorst drop−33.1%43.2% vol

CHATWorst drop−37.3%44.5% vol

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

JEPISMH

+8.6%Year to date+40.8%

7.8%Yield0.2%

+11.2%Past year+41.7%

0.35%Fee0.35%

2–1SMH wins

End-of-day Nov 11, 2026

+8.1%Year to date+8.6%

12.2%Yield7.8%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 11, 2026

+55.1%Year to date+40.8%

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

$41.4BAssets$63.5B

2–0SOXX wins

End-of-day Nov 11, 2026

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CHAT, SCHD, JEPI and SMH

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four