Compare · 4 funds side by side · dividends reinvested

CSIO, WDIV, SMH and JEPI

CSIOCohenSteers×WDIVSPDR×SMHVanEck×JEPIJ.P. Morgan×

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Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$35,140SMH · best of the four

Story of the four · IncomeMost incomeJEPI · 7.86% · $786 a year on $10k

Story of the four · RiskSmallest drop

CSIO, WDIV, SMH and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

VanEck Semiconductor ETFThematic · AI & semis0.35%0.22%+39.3%+43.4%+49.9%+28.6%−33.1%43.2%$63.5B1.9

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.86%+8.3%+10.1%+11.1%+7.7%−6.7%9.0%$46.8B2.1

State Street SPDR S&P Global Dividend ETFIncome · Dividend stocks0.40%4.21%+13.2%+15.6%+20.1%+9.2%−8.6%10.7%$281M2.3

Cohen & Steers Infrastructure Opportunities Active ETFThematic · Infrastructure0.65%1.81%+16.3%[…][…][…][…][…]$53M3.0

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

End-of-day Nov 12, 2026 · returns include dividends · since: CSIO 2025 · WDIV 2013 · SMH 2011 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

5Y

State Street SPDR S&P Global Dividend ETF · $281M$15,546

WDIV

More Ways to See the Pairs

WDIV vs SMH: Top 5 Holdings

Today

WDIV

9.1%in top 5

SMH

in top 545.9%

WDIVStockSMH

not top 5NVDA17.7%

not top 5TSM10.0%

not top 5AVGO6.1%

not top 5TXN6.0%

not top 5AMD6.0%

Cost, Income and Risk

Fees: CSIO, WDIV, SMH, JEPI

Today

0.35%lowest, SMH

FundExpense ratioFee$10k

SMH0.35%$35

JEPI0.35%$35

WDIV0.40%$40

CSIO0.65%$65

End-of-day Nov 12, 2026 · fee on $10,000 a year

Popular Pairs Near These Four

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

+7.8%Year to date+8.3%

12.2%Yield7.9%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 12, 2026

SOXX vs SMH

YTD

iSharesSOXX

+54.7%

SMHVanEck

+39.3%

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

SMH

VanEck Semiconductor ETF · $63.5B$35,140

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

WDIVMeasureSMH

+13.2%Year to dateJan 1 → Nov 12+39.3%

+15.6%1 yearTotal return+43.4%

+20.1%3 years · per year$10,000 became $17,316 · $33,705+49.9%

+9.2%5 years · per year$10,000 became $15,546 · $35,140+28.6%

0.40%Expense ratio$40 · $35 a year on $10k · lower is better0.35%

4.21%Trailing 12-mo yield$421 · $22 a year on $10k0.22%

−8.6%Worst dropSmaller is better−33.1%

10.7%VolatilityLower is calmer43.2%

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

3–5SMH wins

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

2.0%LGEN.Lnot top 5

2.0%0992.HKnot top 5

1.8%MOnot top 5

1.7%HIWnot top 5

1.7%APA.AXnot top 5

Held in common0.0%

End-of-day Nov 12, 2026 · share of each fund

WDIV vs SMH Returns, Every Period

5Y

SPDRWDIV

+9.2%

5 years, per year

SMHVanEck

+28.6%

5 years, per year

WDIVSMHFaded: behind in that period

0–4SMH wins

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

WDIV vs JEPI

YTD

SPDRWDIV

+13.2%

JEPIJ.P. Morgan

+8.3%

+13.2%Year to date+8.3%

−8.6%Worst drop · 1Y−6.7%

10.7%Volatility · 1Y9.0%

4.2%Yield7.9%

$281MAssets$46.8B

3–1JEPI wins

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

Yields: CSIO, WDIV, SMH, JEPI

1Y

7.86%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.86%$786

WDIV4.21%$421

CSIO1.81%$181

SMH0.22%$22

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

Income After Fees on $10,000

1Y

$751most kept, JEPI

JEPI$786 − $35 = $751

WDIV$421 − $40 = $381

CSIO$181 − $65 = $116

SMH$22 − $35 = −$13

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: CSIO, WDIV, SMH, JEPI

Today

8.3%most shared, SMH and JEPI

CSIOWDIVSMHJEPI

CSIO—2.8%0.0%4.3%

WDIV2.8%—0.0%0.7%

SMH0.0%0.0%—8.3%

JEPI4.3%0.7%8.3%—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

1Y

+43.4%SMH, at 43.2% volatility

JEPIWorst drop−6.7%9.0% vol

WDIVWorst drop−8.6%10.7% vol

SMHWorst drop−33.1%43.2% vol

CSIOWorst drop[…][…]

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

JEPISMH

+8.3%Year to date+39.3%

7.9%Yield0.2%

+10.1%Past year+43.4%

0.35%Fee0.35%

2–1SMH wins

End-of-day Nov 12, 2026

+54.7%Year to date+39.3%

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

$43.8BAssets$63.5B

2–0SOXX wins

End-of-day Nov 12, 2026

+34.2%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

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CSIO, WDIV, SMH and JEPI

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four