Compare · 4 funds side by side · dividends reinvested

IDEF, SCHD, SMH and JEPI

IDEFiShares×SCHDSchwab×SMHVanEck×JEPIJ.P. Morgan×

02 / 04

Search ETFs and stocks

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$36,977SMH · best of the four

Story of the four · IncomeMost incomeJEPI · 7.92% · $792 a year on $10k

Story of the four · RiskSmallest drop

IDEF, SCHD, SMH and JEPI, 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%$123B1.9

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.92%+7.6%+10.6%+10.9%+7.6%−6.7%9.0%$46.6B2.1

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

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 11, 2026 · returns include dividends · since: IDEF 2025 · SCHD 2011 · SMH 2011 · JEPI 2020

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 SCHD: Top 5 Holdings

Today

IDEF

24.7%in top 5

SCHD

in top 521.4%

IDEFStockSCHD

7.4%RTXnot top 5

5.2%LMTnot top 5

not top 5PG4.4%

4.4%GDnot top 5

not top 5TXN4.3%

Cost, Income and Risk

Fees: IDEF, SCHD, SMH, JEPI

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

SMH0.35%$35

JEPI0.35%$35

IDEF0.55%$55

End-of-day Nov 11, 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 11, 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%

SCHD

Schwab U.S. Dividend Equity ETF · $123B$16,418

$10,000 five years ago, dividends reinvested · they hold 2.8% in common

IDEFMeasureSCHD

−2.7%Year to dateJan 1 → Nov 11+33.8%

−2.8%1 yearTotal return+38.8%

[…]3 years · per year$10,000 became […] · $17,062+19.5%

[…]5 years · per year$10,000 became […] · $16,428+10.4%

0.55%Expense ratio$55 · $6 a year on $10k · lower is better0.06%

0.35%Trailing 12-mo yield$35 · $294 a year on $10k2.94%

−23.7%Worst dropSmaller is better−6.9%

24.5%VolatilityLower is calmer11.8%

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

0–6SCHD wins

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5KO4.3%

not top 5HD4.3%

not top 5AMGN4.1%

4.0%NOCnot top 5

3.8%HO.PAnot top 5

Held in common2.8%

End-of-day Nov 11, 2026 · share of each fund

IDEF vs SCHD Returns, Every Period

1Y

iSharesIDEF

−2.8%

past year

SCHDSchwab

+38.8%

past year

IDEFSCHDFaded: behind in that period

0–2SCHD wins

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

Thematic vs Income: IDEF vs JEPI

YTD

iSharesIDEF

−2.7%

JEPIJ.P. Morgan

+7.6%

−2.7%Year to date+7.6%

−23.7%Worst drop · 1Y−6.7%

24.5%Volatility · 1Y9.0%

0.4%Yield7.9%

$3.7BAssets$46.6B

4–0JEPI wins

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

Yields: IDEF, SCHD, SMH, JEPI

1Y

7.92%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.92%$792

SCHD2.94%$294

IDEF0.35%$35

SMH0.23%$23

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$757most kept, JEPI

JEPI$792 − $35 = $757

SCHD$294 − $6 = $288

SMH$23 − $35 = −$12

IDEF$35 − $55 = −$20

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: IDEF, SCHD, SMH, JEPI

Today

8.5%most shared, SCHD and JEPI

IDEFSCHDSMHJEPI

IDEF—2.8%1.0%7.5%

SCHD2.8%—8.2%8.5%

SMH1.0%8.2%—8.0%

JEPI7.5%8.5%8.0%—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

1Y

+39.4%SMH, at 43.1% volatility

JEPIWorst drop−6.7%9.0% vol

SCHDWorst drop−6.9%11.8% vol

IDEFWorst drop−23.7%24.5% vol

SMHWorst drop−33.1%43.1% vol

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

JEPISMH

+7.6%Year to date+34.3%

7.9%Yield0.2%

+10.6%Past year+39.4%

0.35%Fee0.35%

2–1SMH wins

End-of-day Nov 11, 2026

+6.0%Year to date+7.6%

12.4%Yield7.9%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 11, 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 11, 2026

Loading…

IDEF, SCHD, SMH and JEPI

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four