Compare · 4 funds side by side · dividends reinvested

HTEC, SMH, JEPQ and DRAM

HTECROBO Global×SMHVanEck×JEPQJ.P. Morgan×DRAMRoundhill×

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, JEPQ and DRAM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.79%+3.2%+4.5%+17.4%[…]−11.5%16.7%$42.6B1.9

VanEck Semiconductor ETFThematic · AI & semis0.35%0.24%+28.8%+29.5%+48.9%+28.4%−33.1%42.9%$60.7B1.9

ROBO Global Healthcare Technology and Innovation ETFThematic · Disruptive tech0.80%0.77%+26.6%+35.2%+25.8%−0.7%−16.3%23.3%$111M2.1

Roundhill Memory ETFThematic · AI & semis0.65%0.00%[…][…][…][…][…][…]$14.4B3.5

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

End-of-day Nov 6, 2026 · returns include dividends · since: HTEC 2019 · SMH 2011 · JEPQ 2022 · DRAM 2026

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 JEPQ

YTD

ROBO GlobalHTEC

+26.6%

JEPQJ.P. Morgan

+3.2%

+26.6%Year to date+3.2%

−16.3%Worst drop · 1Y−11.5%

23.3%Volatility · 1Y16.7%

0.8%Yield12.8%

$111MAssets$42.6B

3–1JEPQ wins

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

Cost, Income and Risk

Fees: HTEC, SMH, JEPQ, DRAM

Today

0.35%lowest, SMH

FundExpense ratioFee$10k

SMH0.35%$35

JEPQ0.35%$35

DRAM0.65%$65

HTEC0.80%$80

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

Yields: HTEC, SMH, JEPQ, DRAM

12.79%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.79%$1,279

HTEC0.77%$77

SMH0.24%$24

DRAM0.00%$0

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

Income After Fees on $10,000

$1,244most kept, JEPQ

JEPQ$1,279 − $35 = $1,244

HTEC$77 − $80 = −$3

SMH$24 − $35 = −$11

DRAM$0 − $65 = −$65

KeptFee

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

Overlap: HTEC, SMH, JEPQ, DRAM

Today

23.2%most shared, SMH and JEPQ

HTECSMHJEPQDRAM

HTEC—0.0%2.9%0.0%

SMH0.0%—23.2%3.1%

JEPQ2.9%23.2%—3.9%

DRAM0.0%3.1%3.9%—

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

JEPQWorst drop−11.5%16.7% vol

HTECWorst drop−16.3%23.3% vol

SMHWorst drop−33.1%42.9% vol

DRAMWorst drop[…][…]

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

Paid More vs Made More

YTD

JEPQSMH

+3.2%Year to date+28.8%

12.8%Yield0.2%

+4.5%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%

$42.6BAssets$46.8B

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