Compare · 4 funds side by side · dividends reinvested

ELFY, JEPI, SCHD and SMH

ELFYALPS×JEPIJ.P. Morgan×SCHDSchwab×SMHVanEck×

02 / 04

−0.1%

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Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$33,828SMH · best of the four

Story of the four · IncomeMost incomeJEPI · 7.87% · $787 a year on $10k

Story of the four · RiskSmallest drop

ELFY, JEPI, SCHD and SMH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.92%+34.9%+37.5%+20.2%+10.4%−6.9%11.7%$124B1.8

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.87%+8.2%+9.6%+11.1%+7.7%−6.7%9.0%$47.3B2.1

VanEck Semiconductor ETFThematic · AI & semis0.35%0.23%+35.2%+37.3%+48.3%+27.6%−33.1%43.3%$64.4B2.4

ALPS Electrification Infrastructure ETFThematic · Infrastructure0.50%1.19%+5.9%+2.1%[…][…]−22.4%22.7%$160M3.5

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

End-of-day Nov 13, 2026 · returns include dividends · since: ELFY 2025 · JEPI 2020 · SCHD 2011 · SMH 2011

Head to Head

Swap sides Versus in desk

Head to Head

5Y

ALPS Electrification Infrastructure ETF · $160M[…]

ELFY

More Ways to See the Pairs

ELFY vs SMH: Top 5 Holdings

Today

ELFY

5.6%in top 5

SMH

in top 545.9%

ELFYStockSMH

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: ELFY, JEPI, SCHD, SMH

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

JEPI0.35%$35

SMH0.35%$35

ELFY0.50%$50

End-of-day Nov 13, 2026 · fee on $10,000 a year

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 13, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.7%

JEPIJ.P. Morgan

+8.2%

SOXX vs SMH

YTD

iSharesSOXX

+49.0%

SMHVanEck

+35.2%

SMH

VanEck Semiconductor ETF · $64.4B$33,828

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

ELFYMeasureSMH

+5.9%Year to dateJan 1 → Nov 13+35.2%

+2.1%1 yearTotal return+37.3%

[…]3 years · per year$10,000 became […] · $32,582+48.3%

[…]5 years · per year$10,000 became […] · $33,828+27.6%

0.50%Expense ratio$50 · $35 a year on $10k · lower is better0.35%

1.19%Trailing 12-mo yield$119 · $23 a year on $10k0.23%

−22.4%Worst dropSmaller is better−33.1%

22.7%VolatilityLower is calmer43.3%

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

3–3Level

End-of-day Nov 13, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

1.2%TLNnot top 5

1.2%BKHnot top 5

1.1%RRXnot top 5

1.1%NXTnot top 5

1.1%Jnot top 5

Held in common0.0%

End-of-day Nov 13, 2026 · share of each fund

ELFY vs SMH Returns, Every Period

1Y

ALPSELFY

+2.1%

past year

SMHVanEck

+37.3%

past year

ELFYSMHFaded: behind in that period

0–2SMH wins

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

Thematic vs Income: ELFY vs JEPI

YTD

ALPSELFY

+5.9%

JEPIJ.P. Morgan

+8.2%

+5.9%Year to date+8.2%

−22.4%Worst drop · 1Y−6.7%

22.7%Volatility · 1Y9.0%

1.2%Yield7.9%

$160MAssets$47.3B

4–0JEPI wins

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

Yields: ELFY, JEPI, SCHD, SMH

1Y

7.87%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.87%$787

SCHD2.92%$292

ELFY1.19%$119

SMH0.23%$23

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$752most kept, JEPI

JEPI$787 − $35 = $752

SCHD$292 − $6 = $286

ELFY$119 − $50 = $69

SMH$23 − $35 = −$12

KeptFee

End-of-day Nov 13, 2026 · yield in dollars minus the fee

Overlap: ELFY, JEPI, SCHD, SMH

Today

8.8%most shared, SCHD and SMH

ELFYJEPISCHDSMH

ELFY—6.7%0.9%0.0%

JEPI6.7%—8.5%8.3%

SCHD0.9%8.5%—8.8%

SMH0.0%8.3%8.8%—

End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

1Y

+37.5%SCHD, at 11.7% volatility

JEPIWorst drop−6.7%9.0% vol

SCHDWorst drop−6.9%11.7% vol

ELFYWorst drop−22.4%22.7% vol

SMHWorst drop−33.1%43.3% vol

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

JEPISMH

+8.2%Year to date+35.2%

7.9%Yield0.2%

+9.6%Past year+37.3%

0.35%Fee0.35%

2–1SMH wins

End-of-day Nov 13, 2026

+6.7%Year to date+8.2%

12.4%Yield7.9%

$42.6BAssets$47.3B

1–1level

End-of-day Nov 13, 2026

+49.0%Year to date+35.2%

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

$44.7BAssets$64.4B

2–0SOXX wins

End-of-day Nov 13, 2026

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ELFY, JEPI, SCHD and SMH

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four