Compare · 3 funds side by side · dividends reinvested

IGF, JEPI and SMH

IGFiShares×JEPIJ.P. Morgan×SMHVanEck×

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

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

Story of the three · RiskSmallest drop

IGF, JEPI and SMH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

VanEck Semiconductor ETFThematic · AI & semis0.35%0.23%+34.3%+39.4%+48.6%+28.9%−33.1%43.1%$60.7B1.8

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.92%+7.6%+10.6%+10.9%+7.6%−6.7%9.0%$45.2B2.0

iShares Global Infrastructure ETFThematic · Infrastructure0.37%2.90%+10.1%+11.3%+18.4%+10.0%−10.4%11.5%$11.0B2.1

Rank among the three1st → 3rdFee, 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: IGF 2007 · JEPI 2020 · SMH 2011

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares Global Infrastructure ETF · $11.0B$16,097

IGF

JEPI

JPMorgan Equity Premium Income ETF · $45.2B$14,429

$10,000 five years ago, dividends reinvested · they hold 4.7% in common

IGFMeasure

More Ways to See the Pairs

IGF vs JEPI: Top 5 Holdings

Today

IGF

23.5%in top 5

JEPI

in top 59.8%

IGFStockJEPI

5.2%AENA.MCnot top 5

5.1%TCL.AXnot top 5

4.9%NEEnot top 5

4.2%IBE.MCnot top 5

4.1%PAC

Cost, Income and Risk

Fees: IGF, JEPI, SMH

Today

0.35%lowest, JEPI

FundExpense ratioFee$10k

JEPI0.35%$35

SMH0.35%$35

IGF0.37%$37

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

Yields: IGF, JEPI, SMH

Popular Pairs Near These Three

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

+6.0%Year to date+7.6%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 10, 2026

SOXX vs SMH

YTD

iSharesSOXX

+46.3%

SMHVanEck

+34.3%

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

JEPI

+10.1%Year to dateJan 1 → Nov 10+7.6%

+11.3%1 yearTotal return+10.6%

+18.4%3 years · per year$10,000 became $16,607 · $13,634+10.9%

+10.0%5 years · per year$10,000 became $16,097 · $14,429+7.6%

0.37%Expense ratio$37 · $35 a year on $10k · lower is better0.35%

2.90%Trailing 12-mo yield$290 · $792 a year on $10k7.92%

−10.4%Worst dropSmaller is better−6.7%

11.5%VolatilityLower is calmer9.0%

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

4–4Level

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

not top 5

not top 5MSFT2.0%

not top 5MA2.0%

not top 5AAPL2.0%

not top 5AMZN1.9%

not top 5MMM1.9%

Held in common4.7%

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

IGF vs JEPI Returns, Every Period

5Y

iSharesIGF

+10.0%

5 years, per year

JEPIJ.P. Morgan

+7.6%

5 years, per year

IGFJEPIFaded: behind in that period

4–0IGF wins

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

Thematic vs Income: IGF vs JEPI

YTD

iSharesIGF

+10.1%

JEPIJ.P. Morgan

+7.6%

+10.1%Year to date+7.6%

−10.4%Worst drop · 1Y−6.7%

11.5%Volatility · 1Y9.0%

2.9%Yield7.9%

$11.0BAssets$45.2B

3–1JEPI wins

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

1Y

7.92%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.92%$792

IGF2.90%$290

SMH0.23%$23

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

Income After Fees on $10,000

1Y

$757most kept, JEPI

JEPI$792 − $35 = $757

IGF$290 − $37 = $253

SMH$23 − $35 = −$12

KeptFee

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

Overlap: IGF, JEPI, SMH

Today

7.7%most shared, JEPI and SMH

IGFJEPISMH

IGF—4.7%0.0%

JEPI4.7%—7.7%

SMH0.0%7.7%—

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

Return vs Bumpiness: 3 ETFs

1Y

+39.4%SMH, at 43.1% volatility

JEPIWorst drop−6.7%9.0% vol

IGFWorst drop−10.4%11.5% 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

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 10, 2026

+46.3%Year to date+34.3%

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

$37.5BAssets$60.7B

2–0SOXX wins

End-of-day Nov 10, 2026

+33.8%Year to date+15.1%

2.9%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

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IGF, JEPI and SMH

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three