Compare · 3 funds side by side · dividends reinvested

CXSE, JEPI and SMH

CXSEWisdomTree×JEPIJ.P. Morgan×SMHVanEck×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$39,579SMH · best of the three

02 / 04

CXSE, JEPI and SMH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.96%+7.0%+9.8%+12.4%+7.4%−6.7%7.9%$46.0B1.6

VanEck Semiconductor ETFThematic · AI & semis0.35%0.21%+44.0%+43.3%+56.1%+31.7%−24.6%41.1%$65.8B1.8

WisdomTree China ex-State-Owned Enterprises FundThematic · China0.32%2.21%−21.1%−24.7%+4.8%−9.7%−26.6%20.3%$372M2.5

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

End-of-day Nov 3, 2026 · returns include dividends · since: CXSE 2012 · JEPI 2020 · SMH 2011

Head to Head

Swap sides Versus in desk

Head to Head

WisdomTree China ex-State-Owned Enterprises Fund · $372M$6,010

CXSE

JEPI

JPMorgan Equity Premium Income ETF · $46.0B$14,322

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

CXSEMeasureJEPI

−21.1%Year to dateJan 1 → Nov 3+7.0%

−24.7%1 yearTotal return+9.8%

+4.8%3 years · per year$10,000 became $11,524 · $14,201+12.4%

−9.7%5 years · per year$10,000 became $6,010 · $14,322+7.4%

0.32%Expense ratio$32 · $35 a year on $10k · lower is better0.35%

2.21%Trailing 12-mo yield$221 · $796 a year on $10k7.96%

−26.6%Worst dropSmaller is better−6.7%

20.3%VolatilityLower is calmer7.9%

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

1–7JEPI wins

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

More Ways to See the Pairs

CXSE vs JEPI: Top 5 Holdings

Today

CXSE

26.8%in top 5

JEPI

in top 59.5%

CXSEStockJEPI

10.0%0700.HKnot top 5

8.2%9988.HKnot top 5

3.4%300750.Snot top 5

2.9%300308.Snot top 5

2.4%601318.Snot top 5

not top 5MA2.0%

not top 5V1.9%

not top 5AAPL1.9%

not top 5MSFT1.9%

not top 5NEE1.8%

Held in common0.0%

End-of-day Nov 3, 2026 · share of each fund

CXSE vs JEPI Returns, Every Period

WisdomTreeCXSE

−9.7%

5 years, per year

JEPIJ.P. Morgan

+7.4%

5 years, per year

CXSEJEPIFaded: behind in that period

0–4JEPI wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

Thematic vs Income: CXSE vs JEPI

YTD

WisdomTreeCXSE

−21.1%

JEPIJ.P. Morgan

+7.0%

−21.1%Year to date+7.0%

−26.6%Worst drop · 1Y−6.7%

20.3%Volatility · 1Y7.9%

2.2%Yield8.0%

$372MAssets$46.0B

4–0JEPI wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CXSE, JEPI, SMH

Today

0.32%lowest, CXSE

FundExpense ratioFee$10k

CXSE0.32%$32

JEPI0.35%$35

SMH0.35%$35

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: CXSE, JEPI, SMH

7.96%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.96%$796

CXSE2.21%$221

SMH0.21%$21

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$761most kept, JEPI

JEPI$796 − $35 = $761

CXSE$221 − $32 = $189

SMH$21 − $35 = −$14

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: CXSE, JEPI, SMH

Today

7.3%most shared, JEPI and SMH

CXSEJEPISMH

CXSE—0.0%0.0%

JEPI0.0%—7.3%

SMH0.0%7.3%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+43.3%SMH, at 41.1% volatility

JEPIWorst drop−6.7%7.9% vol

CXSEWorst drop−26.6%20.3% vol

SMHWorst drop−24.6%41.1% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

JEPISMH

+7.0%Year to date+44.0%

8.0%Yield0.2%

+9.8%Past year+43.3%

0.35%Fee0.35%

2–1SMH wins

End-of-day Nov 3, 2026

Popular Pairs Near These Three

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SOXX vs SMH

YTD

iSharesSOXX

+54.7%

SMHVanEck

+44.0%

+54.7%Year to date+44.0%

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

$44.3BAssets$65.8B

2–0SOXX wins

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026