Compare · 4 funds side by side · dividends reinvested

HTEC, SMH, JEPI and CIBR

HTECROBO Global×SMHVanEck×JEPIJ.P. Morgan×CIBRFirst Trust×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$34,950SMH · best of the four

02 / 04

HTEC, SMH, JEPI and CIBR, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

VanEck Semiconductor ETFThematic · AI & semis0.35%0.24%+28.8%+29.5%+48.9%+28.4%−33.1%42.9%$60.7B2.3

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%8.09%+5.3%+8.2%+10.7%+7.1%−6.7%8.8%$45.2B2.4

ROBO Global Healthcare Technology and Innovation ETFThematic · Disruptive tech0.80%0.77%+26.6%+35.2%+25.8%−0.7%−16.3%23.3%$111M2.6

First Trust Nasdaq Cybersecurity ETFThematic · Cyber & cloud0.58%0.43%+27.7%+21.1%+27.4%+11.5%−20.6%31.1%$15.8B2.6

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

End-of-day Nov 6, 2026 · returns include dividends · since: HTEC 2019 · SMH 2011 · JEPI 2020 · CIBR 2015

Head to Head

Swap sides Versus in desk

Head to Head

ROBO Global Healthcare Technology and Innovation ETF · $111M$9,675

HTEC

SMH

VanEck Semiconductor ETF · $60.7B$34,950

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

HTECMeasureSMH

+26.6%Year to dateJan 1 → Nov 6+28.8%

+35.2%1 yearTotal return+29.5%

+25.8%3 years · per year$10,000 became $19,920 · $33,022+48.9%

−0.7%5 years · per year$10,000 became $9,675 · $34,950+28.4%

0.80%Expense ratio$80 · $35 a year on $10k · lower is better0.35%

0.77%Trailing 12-mo yield$77 · $24 a year on $10k0.24%

−16.3%Worst dropSmaller is better−33.1%

23.3%VolatilityLower is calmer42.9%

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

4–4Level

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

HTEC vs SMH: Top 5 Holdings

Today

HTEC

11.4%in top 5

SMH

in top 547.8%

HTECStockSMH

not top 5NVDA21.0%

not top 5TSM9.8%

not top 5TXN6.2%

not top 5AVGO5.9%

not top 5ADI5.0%

2.4%ISRGnot top 5

2.4%GRALnot top 5

2.3%MRNAnot top 5

2.2%CDNAnot top 5

2.1%SYKnot top 5

Held in common0.0%

End-of-day Nov 6, 2026 · share of each fund

HTEC vs SMH Returns, Every Period

ROBO GlobalHTEC

−0.7%

5 years, per year

SMHVanEck

+28.4%

5 years, per year

HTECSMHFaded: behind in that period

1–3SMH wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Thematic vs Income: HTEC vs JEPI

YTD

ROBO GlobalHTEC

+26.6%

JEPIJ.P. Morgan

+5.3%

+26.6%Year to date+5.3%

−16.3%Worst drop · 1Y−6.7%

23.3%Volatility · 1Y8.8%

0.8%Yield8.1%

$111MAssets$45.2B

3–1JEPI wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: HTEC, SMH, JEPI, CIBR

Today

0.35%lowest, SMH

FundExpense ratioFee$10k

SMH0.35%$35

JEPI0.35%$35

CIBR0.58%$58

HTEC0.80%$80

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: HTEC, SMH, JEPI, CIBR

8.09%highest, JEPI

FundTrailing yieldYield$10k

JEPI8.09%$809

HTEC0.77%$77

CIBR0.43%$43

SMH0.24%$24

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$774most kept, JEPI

JEPI$809 − $35 = $774

HTEC$77 − $80 = −$3

SMH$24 − $35 = −$11

CIBR$43 − $58 = −$15

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: HTEC, SMH, JEPI, CIBR

Today

6.6%most shared, SMH and JEPI

HTECSMHJEPICIBR

HTEC—0.0%5.0%0.0%

SMH0.0%—6.6%5.9%

JEPI5.0%6.6%—6.5%

CIBR0.0%5.9%6.5%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+35.2%HTEC, at 23.3% volatility

JEPIWorst drop−6.7%8.8% vol

HTECWorst drop−16.3%23.3% vol

CIBRWorst drop−20.6%31.1% vol

SMHWorst drop−33.1%42.9% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

JEPISMH

+5.3%Year to date+28.8%

8.1%Yield0.2%

+8.2%Past year+29.5%

0.35%Fee0.35%

2–1SMH wins

End-of-day Nov 6, 2026

Popular Pairs Near These Four

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

SOXX vs SMH

YTD

iSharesSOXX

+36.2%

SMHVanEck

+28.8%

+36.2%Year to date+28.8%

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

$39.1BAssets$60.7B

2–0SOXX wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026