Compare · 3 funds side by side · dividends reinvested

HTEC, SMH and JEPI

HTECROBO Global×SMHVanEck×JEPIJ.P. Morgan×

02 / 04

−0.1%

Search ETFs and stocks

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

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

Story of the three · RiskSmallest drop

HTEC, SMH and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

VanEck Semiconductor ETFThematic · AI & semis0.35%0.23%+35.2%+37.3%+48.3%+27.6%−33.1%43.3%$62.7B1.8

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.87%+8.2%+9.6%+11.1%+7.7%−6.7%9.0%$47.0B1.9

ROBO Global Healthcare Technology and Innovation ETFThematic · Disruptive tech0.80%0.79%+24.6%+30.3%+24.0%−1.1%−16.3%23.4%$110M2.3

Rank among the three1st → 3rdFee, 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: HTEC 2019 · SMH 2011 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

5Y

ROBO Global Healthcare Technology and Innovation ETF · $110M$9,438

HTEC

JEPI

JPMorgan Equity Premium Income ETF · $47.0B$14,519

$10,000 five years ago, dividends reinvested · they hold 4.6% in common

HTEC

More Ways to See the Pairs

HTEC vs JEPI: Top 5 Holdings

Today

HTEC

11.8%in top 5

JEPI

in top 59.7%

HTECStockJEPI

2.5%GRALnot top 5

2.4%MRNAnot top 5

2.3%ISRGnot top 5

2.3%AXGNnot top 5

2.3%CDNAnot top 5

Cost, Income and Risk

Fees: HTEC, SMH, JEPI

Today

0.35%lowest, SMH

FundExpense ratioFee$10k

SMH0.35%$35

JEPI0.35%$35

HTEC0.80%$80

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

Yields: HTEC, SMH, JEPI

Popular Pairs Near These Three

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.7%

JEPIJ.P. Morgan

+8.2%

+6.7%Year to date+8.2%

12.4%Yield7.9%

$42.1BAssets$47.0B

1–1level

End-of-day Nov 13, 2026

SOXX vs SMH

YTD

iSharesSOXX

+49.0%

SMHVanEck

+35.2%

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

Measure

JEPI

+24.6%Year to dateJan 1 → Nov 13+8.2%

+30.3%1 yearTotal return+9.6%

+24.0%3 years · per year$10,000 became $19,085 · $13,696+11.1%

−1.1%5 years · per year$10,000 became $9,438 · $14,519+7.7%

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

0.79%Trailing 12-mo yield$79 · $787 a year on $10k7.87%

−16.3%Worst dropSmaller is better−6.7%

23.4%VolatilityLower is calmer9.0%

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

3–5JEPI wins

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

not top 5MA2.0%

not top 5AAPL2.0%

not top 5MSFT1.9%

not top 5AMZN1.9%

not top 5MMM1.9%

Held in common4.6%

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

HTEC vs JEPI Returns, Every Period

5Y

ROBO GlobalHTEC

−1.1%

5 years, per year

JEPIJ.P. Morgan

+7.7%

5 years, per year

HTECJEPIFaded: behind in that period

3–1HTEC wins

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

Thematic vs Income: HTEC vs JEPI

YTD

ROBO GlobalHTEC

+24.6%

JEPIJ.P. Morgan

+8.2%

+24.6%Year to date+8.2%

−16.3%Worst drop · 1Y−6.7%

23.4%Volatility · 1Y9.0%

0.8%Yield7.9%

$110MAssets$47.0B

3–1JEPI wins

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

1Y

7.87%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.87%$787

HTEC0.79%$79

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

HTEC$79 − $80 = −$1

SMH$23 − $35 = −$12

KeptFee

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

Overlap: HTEC, SMH, JEPI

Today

8.3%most shared, SMH and JEPI

HTECSMHJEPI

HTEC—0.0%4.6%

SMH0.0%—8.3%

JEPI4.6%8.3%—

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

Return vs Bumpiness: 3 ETFs

1Y

+37.3%SMH, at 43.3% volatility

JEPIWorst drop−6.7%9.0% vol

HTECWorst drop−16.3%23.4% 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

+49.0%Year to date+35.2%

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

$41.2BAssets$62.7B

2–0SOXX wins

End-of-day Nov 13, 2026

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$116B

2–0SCHD wins

End-of-day Nov 13, 2026

Loading…

HTEC, SMH and JEPI

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three