Compare · 4 funds side by side · dividends reinvested

IDEF, JEPQ, SMH and SCHD

IDEFiShares×JEPQJ.P. Morgan×SMHVanEck×SCHDSchwab×

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Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$35,624SMH · best of the four

Story of the four · IncomeMost incomeJEPQ · 12.45% · $1,245 a year on $10k

Story of the four · RiskSmallest drop

IDEF, JEPQ, SMH and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.94%+33.8%+38.8%+19.5%+10.4%−6.9%11.8%$123B1.6

VanEck Semiconductor ETFThematic · AI & semis0.35%0.23%+34.3%+39.4%+48.6%+28.9%−33.1%43.1%$63.5B2.3

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.45%+6.0%+8.8%+17.6%[…]−11.5%16.9%$42.0B2.3

iShares Defense Industrials ActThematic · Defense & space0.55%0.35%−2.7%−2.8%[…][…]−23.7%24.5%$3.7B3.5

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

End-of-day Nov 10, 2026 · returns include dividends · since: IDEF 2025 · JEPQ 2022 · SMH 2011 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares Defense Industrials Act · $3.7B[…]

IDEF

More Ways to See the Pairs

IDEF vs JEPQ: Top 5 Holdings

Today

IDEF

24.6%in top 5

JEPQ

in top 528.0%

IDEFStockJEPQ

7.3%RTXnot top 5

not top 5AAPL7.2%

not top 5NVDA6.2%

not top 5MSFT6.0%

5.1%LMTnot top 5

Cost, Income and Risk

Fees: IDEF, JEPQ, SMH, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

JEPQ0.35%$35

SMH0.35%$35

IDEF0.55%$55

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

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

+33.8%Year to date+15.1%

2.9%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

SOXX vs SMH

YTD

iSharesSOXX

+46.3%

SMHVanEck

+34.3%

JEPQ

JPMorgan Nasdaq Equity Premium Income ETF · $42.0B[…]

$10,000 five years ago, dividends reinvested · they hold 8.6% in common

IDEFMeasureJEPQ

−2.7%Year to dateJan 1 → Nov 10+6.0%

−2.8%1 yearTotal return+8.8%

[…]3 years · per year$10,000 became […] · $16,284+17.6%

[…]5 years · per year[…]

0.55%Expense ratio$55 · $35 a year on $10k · lower is better0.35%

0.35%Trailing 12-mo yield$35 · $1,245 a year on $10k12.45%

−23.7%Worst dropSmaller is better−11.5%

24.5%VolatilityLower is calmer16.9%

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

0–6JEPQ wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

4.4%GDnot top 5

not top 5AMZN4.3%

not top 5GOOG4.3%

4.0%NOCnot top 5

3.8%HO.PAnot top 5

Held in common8.6%

End-of-day Nov 10, 2026 · share of each fund

IDEF vs JEPQ Returns, Every Period

1Y

iSharesIDEF

−2.8%

past year

JEPQJ.P. Morgan

+8.8%

past year

IDEFJEPQFaded: behind in that period

0–2JEPQ wins

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

Thematic vs Income: IDEF vs JEPQ

YTD

iSharesIDEF

−2.7%

JEPQJ.P. Morgan

+6.0%

−2.7%Year to date+6.0%

−23.7%Worst drop · 1Y−11.5%

24.5%Volatility · 1Y16.9%

0.4%Yield12.4%

$3.7BAssets$42.0B

4–0JEPQ wins

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

Yields: IDEF, JEPQ, SMH, SCHD

1Y

12.45%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.45%$1,245

SCHD2.94%$294

IDEF0.35%$35

SMH0.23%$23

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$1,210most kept, JEPQ

JEPQ$1,245 − $35 = $1,210

SCHD$294 − $6 = $288

SMH$23 − $35 = −$12

IDEF$35 − $55 = −$20

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: IDEF, JEPQ, SMH, SCHD

Today

24.3%most shared, JEPQ and SMH

IDEFJEPQSMHSCHD

IDEF—8.6%1.0%2.8%

JEPQ8.6%—24.3%3.7%

SMH1.0%24.3%—8.2%

SCHD2.8%3.7%8.2%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

1Y

+39.4%SMH, at 43.1% volatility

SCHDWorst drop−6.9%11.8% vol

JEPQWorst drop−11.5%16.9% vol

IDEFWorst drop−23.7%24.5% vol

SMHWorst drop−33.1%43.1% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQSMH

+6.0%Year to date+34.3%

12.4%Yield0.2%

+8.8%Past year+39.4%

0.35%Fee0.35%

2–1SMH wins

End-of-day Nov 10, 2026

+6.0%Year to date+7.6%

12.4%Yield7.9%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 10, 2026

+46.3%Year to date+34.3%

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

$41.4BAssets$63.5B

2–0SOXX wins

End-of-day Nov 10, 2026

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IDEF, JEPQ, SMH and SCHD

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four