Compare · 3 funds side by side · dividends reinvested

CPU, JEPI and SMH

CPUAmplify×JEPIJ.P. Morgan×SMHVanEck×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$33,824SMH · best of the three

02 / 04

CPU, JEPI and SMH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

VanEck Semiconductor ETFThematic · AI & semis0.35%0.25%+24.3%+27.3%+48.4%+27.6%−33.1%42.8%$65.4B1.4

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%8.09%+5.2%+8.3%+11.0%+7.1%−6.7%8.8%$46.1B1.5

Amplify Top 10 Semiconductors ETFThematic · AI & semis0.49%0.00%[…][…][…][…][…][…]$1M3.0

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: CPU 2026 · JEPI 2020 · SMH 2011

Head to Head

Swap sides Versus in desk

Head to Head

Amplify Top 10 Semiconductors ETF · $1M[…]

CPU

JEPI

JPMorgan Equity Premium Income ETF · $46.1B$14,108

$10,000 five years ago, dividends reinvested · they hold 1.7% in common

CPUMeasureJEPI

[…]Year to dateJan 1 → Nov 5+5.2%

[…]1 yearTotal return+8.3%

[…]3 years · per year$10,000 became […] · $13,674+11.0%

[…]5 years · per year$10,000 became […] · $14,108+7.1%

0.49%Expense ratio$49 · $35 a year on $10k · lower is better0.35%

0.00%Trailing 12-mo yield$0 · $809 a year on $10k8.09%

[…]Worst dropSmaller is better−6.7%

[…]VolatilityLower is calmer8.8%

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

0–2JEPI wins

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

More Ways to See the Pairs

CPU vs JEPI: Top 5 Holdings

Today

CPU

63.1%in top 5

JEPI

in top 59.9%

CPUStockJEPI

26.9%AGPXXnot top 5

10.5%2303.TWnot top 5

9.0%2454.TWnot top 5

8.7%3189.TWnot top 5

8.0%6488.TWnot top 5

not top 5MA2.0%

not top 5MSFT2.0%

not top 5MMM1.9%

not top 5AAPL1.9%

not top 5V1.9%

Held in common1.7%

End-of-day Nov 5, 2026 · share of each fund

CPU vs JEPI Returns, Every Period

AmplifyCPU

[…]

past year

JEPIJ.P. Morgan

+8.3%

past year

Returns […]

CPUJEPIFaded: behind in that period

0–0Level

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Thematic vs Income: CPU vs JEPI

YTD

AmplifyCPU

[…]

JEPIJ.P. Morgan

+5.2%

[…]Year to date+5.2%

[…]Worst drop · 1Y−6.7%

[…]Volatility · 1Y8.8%

0.0%Yield8.1%

$1.0MAssets$46.1B

1–0JEPI wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CPU, JEPI, SMH

Today

0.35%lowest, JEPI

FundExpense ratioFee$10k

JEPI0.35%$35

SMH0.35%$35

CPU0.49%$49

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: CPU, JEPI, SMH

8.09%highest, JEPI

FundTrailing yieldYield$10k

JEPI8.09%$809

SMH0.25%$25

CPU0.00%$0

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$774most kept, JEPI

JEPI$809 − $35 = $774

SMH$25 − $35 = −$10

CPU$0 − $49 = −$49

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: CPU, JEPI, SMH

Today

13.5%most shared, CPU and SMH

CPUJEPISMH

CPU—1.7%13.5%

JEPI1.7%—7.3%

SMH13.5%7.3%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+27.3%SMH, at 42.8% volatility

JEPIWorst drop−6.7%8.8% vol

SMHWorst drop−33.1%42.8% vol

CPUWorst drop[…][…]

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

JEPISMH

+5.2%Year to date+24.3%

8.1%Yield0.2%

+8.3%Past year+27.3%

0.35%Fee0.35%

2–1SMH wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SOXX vs SMH

YTD

iSharesSOXX

+31.6%

SMHVanEck

+24.3%

+31.6%Year to date+24.3%

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

$42.6BAssets$65.4B

2–0SOXX wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026