Compare · 3 funds side by side · dividends reinvested

CXSE, JEPQ and SMH

CXSEWisdomTree×JEPQJ.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, JEPQ and SMH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.28%+7.5%+8.6%+20.4%[…]−8.8%15.5%$41.8B1.6

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%$372M2.4

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 · JEPQ 2022 · SMH 2011

Head to Head

Swap sides Versus in desk

Head to Head

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

CXSE

JEPQ

JPMorgan Nasdaq Equity Premium Income ETF · $41.8B[…]

$10,000 five years ago, dividends reinvested · they hold 0.1% in common

CXSEMeasureJEPQ

−21.1%Year to dateJan 1 → Nov 3+7.5%

−24.7%1 yearTotal return+8.6%

+4.8%3 years · per year$10,000 became $11,524 · $17,450+20.4%

−9.7%5 years · per year$10,000 became $6,010 · […][…]

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

2.21%Trailing 12-mo yield$221 · $1,228 a year on $10k12.28%

−26.6%Worst dropSmaller is better−8.8%

20.3%VolatilityLower is calmer15.5%

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

1–6JEPQ 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 JEPQ: Top 5 Holdings

Today

CXSE

26.8%in top 5

JEPQ

in top 527.5%

CXSEStockJEPQ

10.0%0700.HKnot top 5

8.2%9988.HKnot top 5

not top 5NVDA6.9%

not top 5AAPL6.9%

not top 5MSFT5.5%

not top 5GOOG4.1%

not top 5MU4.1%

3.4%300750.Snot top 5

2.9%300308.Snot top 5

2.4%601318.Snot top 5

Held in common0.1%

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

CXSE vs JEPQ Returns, Every Period

WisdomTreeCXSE

−24.7%

past year

JEPQJ.P. Morgan

+8.6%

past year

CXSEJEPQFaded: behind in that period

0–3JEPQ wins

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

Thematic vs Income: CXSE vs JEPQ

YTD

WisdomTreeCXSE

−21.1%

JEPQJ.P. Morgan

+7.5%

−21.1%Year to date+7.5%

−26.6%Worst drop · 1Y−8.8%

20.3%Volatility · 1Y15.5%

2.2%Yield12.3%

$372MAssets$41.8B

4–0JEPQ wins

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

Cost, Income and Risk

Fees: CXSE, JEPQ, SMH

Today

0.32%lowest, CXSE

FundExpense ratioFee$10k

CXSE0.32%$32

JEPQ0.35%$35

SMH0.35%$35

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

Yields: CXSE, JEPQ, SMH

12.28%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.28%$1,228

CXSE2.21%$221

SMH0.21%$21

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

Income After Fees on $10,000

$1,193most kept, JEPQ

JEPQ$1,228 − $35 = $1,193

CXSE$221 − $32 = $189

SMH$21 − $35 = −$14

KeptFee

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

Overlap: CXSE, JEPQ, SMH

Today

25.3%most shared, JEPQ and SMH

CXSEJEPQSMH

CXSE—0.1%0.0%

JEPQ0.1%—25.3%

SMH0.0%25.3%—

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

JEPQWorst drop−8.8%15.5% 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

JEPQSMH

+7.5%Year to date+44.0%

12.3%Yield0.2%

+8.6%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