Today
VOO−4.4%IVV−4.4%SPY−4.4%VTI−4.4%QQQ−6.5%VUG−5.5%VEA−3.7%IEFA−3.0%VTV−3.1%SPYM−4.4%VXUS−3.7%BND+0.2%VGT−7.3%IEMG−5.6%AGG+0.2%GLD+0.8%IJH−3.9%VWO−3.6%SCHD−2.2%IWF−6.4%XLK−8.0%SGOV+0.0%VIG−3.3%IJR−3.8%QQQM−6.3%VO−3.5%RSP−2.9%ITOT−4.4%DFAC−4.0%IWD−2.6%
End-of-day · FMP
The ETF TrackerBY WOLF
Portfolio

Compare · 3 funds side by side · dividends reinvested

JEPI, SCHD and SMH

JEPIJ.P. Morgan×SCHDSchwab×SMHVanEck×
Versus in desk
$5k$10k$15k$20k$25k$30k$35k$40k$45k$50kLow $6,505 · 2022SMH$33,824SCHD$16,375JEPI$14,108Oct 2021Nov 2026Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$33,824SMH · best of the three
02 / 04

JEPI, SCHD and SMH, Ranked

Today
FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank
Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.98%+32.3%+38.7%+20.3%+10.4%−6.9%11.7%$123B1.6
JPMorgan Equity Premium Income ETFIncome · Premium income0.35%8.09%+5.2%+8.3%+11.0%+7.1%−6.7%8.8%$46.1B2.1
VanEck Semiconductor ETFThematic · AI & semis0.35%0.25%+24.3%+27.3%+48.4%+27.6%−33.1%42.8%$65.4B2.1
Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best
End-of-day Nov 5, 2026 · returns include dividends · since: JEPI 2020 · SCHD 2011 · SMH 2011
@TheETFTracker·theetftracker.com

Head to Head

Swap sidesVersus in desk

Head to Head

5Y
JPMorgan Equity Premium Income ETF · $46.1B$14,108
JEPI
SCHD
Schwab U.S. Dividend Equity ETF · $123B$16,375

$10,000 five years ago, dividends reinvested · they hold 8.1% in common

JEPIMeasureSCHD
+5.2%Year to dateJan 1 → Nov 5+32.3%
+8.3%1 yearTotal return+38.7%
+11.0%3 years · per year$10,000 became $13,674 · $17,414+20.3%
+7.1%5 years · per year$10,000 became $14,108 · $16,375+10.4%
0.35%Expense ratio$35 · $6 a year on $10k · lower is better0.06%
8.09%Trailing 12-mo yield$809 · $298 a year on $10k2.98%
−6.7%Worst dropSmaller is better−6.9%
8.8%VolatilityLower is calmer11.7%
JEPISCHD Winner of the row, in its colourEach row: the bigger of the two fills its side
3–5SCHD wins
End-of-day Nov 5, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns
@TheETFTracker·theetftracker.com

More Ways to See the Pairs

JEPI vs SCHD: Top 5 Holdings

Today
JEPI
9.9%in top 5
SCHD
in top 521.7%
JEPIStockSCHD
not top 5TXN4.7%
not top 5PG4.4%
not top 5HD4.3%
not top 5KO4.2%
not top 5AMGN4.2%
2.0%MAnot top 5
2.0%MSFTnot top 5
1.9%MMMnot top 5
1.9%AAPLnot top 5
1.9%Vnot top 5
Held in common8.1%
End-of-day Nov 5, 2026 · share of each fund
@TheETFTracker·theetftracker.com

JEPI vs SCHD Returns, Every Period

5Y
J.P. MorganJEPI
+7.1%
5 years, per year
SCHDSchwab
+10.4%
5 years, per year
0%+10%+20%+30%+40%+5.2%+32.3%YTD+8.3%+38.7%1 year+11.0%+20.3%3 yrs · yr+7.1%+10.4%5 yrs · yr
JEPISCHDFaded: behind in that period
0–4SCHD wins
End-of-day Nov 5, 2026 · dividends in · faded = behind in that period
@TheETFTracker·theetftracker.com

JEPI vs SCHD

YTD
J.P. MorganJEPI
+5.2%
SCHDSchwab
+32.3%
Jan 1Nov 5+5.2%+32.3%
+5.2%Year to date+32.3%
−6.7%Worst drop · 1Y−6.9%
8.8%Volatility · 1Y11.7%
8.1%Yield3.0%
$46.1BAssets$123B
3–1JEPI wins
End-of-day Nov 5, 2026 · smaller drop and lower volatility win
@TheETFTracker·theetftracker.com

Cost, Income and Risk

Fees: JEPI, SCHD, SMH

Today
0.06%lowest, SCHD
FundExpense ratioFee$10k
SCHD0.06%$6
JEPI0.35%$35
SMH0.35%$35
End-of-day Nov 5, 2026 · fee on $10,000 a year
@TheETFTracker·theetftracker.com

Yields: JEPI, SCHD, SMH

1Y
8.09%highest, JEPI
FundTrailing yieldYield$10k
JEPI8.09%$809
SCHD2.98%$298
SMH0.25%$25
End-of-day Nov 5, 2026 · trailing 12-month yield
@TheETFTracker·theetftracker.com

Income After Fees on $10,000

1Y
$774most kept, JEPI
JEPI$809 − $35 = $774
SCHD$298 − $6 = $292
SMH$25 − $35 = −$10
KeptFee
End-of-day Nov 5, 2026 · yield in dollars minus the fee
@TheETFTracker·theetftracker.com

Overlap: JEPI, SCHD, SMH

Today
8.6%most shared, SCHD and SMH
JEPISCHDSMH
JEPI—8.1%7.3%
SCHD8.1%—8.6%
SMH7.3%8.6%—
End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus
@TheETFTracker·theetftracker.com

Return vs Bumpiness: 3 ETFs

1Y
+38.7%SCHD, at 11.7% volatility
0%+10%+20%+30%+40%+50%0%10%20%30%40%50%Volatility · 1 year → bumpierSCHD +38.7%SMH +27.3%JEPI +8.3%
JEPIWorst drop−6.7%8.8% vol
SCHDWorst drop−6.9%11.7% vol
SMHWorst drop−33.1%42.8% vol
End-of-day Nov 5, 2026 · up and left is better
@TheETFTracker·theetftracker.com

Paid More vs Made More

YTD
JEPISCHD
Jan 1Nov 5+5.2%+32.3%
+5.2%Year to date+32.3%
8.1%Yield3.0%
+8.3%Past year+38.7%
0.35%Fee0.06%
3–1SCHD wins
End-of-day Nov 5, 2026
@TheETFTracker·theetftracker.com

Popular Pairs Near These Three

SCHD vs VIG

YTD
SchwabSCHD
+32.3%
VIGVanguard
+12.5%
Jan 1Nov 5+32.3%+12.5%
+32.3%Year to date+12.5%
3.0%Yield1.5%
$123BAssets$109B
2–0SCHD wins
End-of-day Nov 5, 2026
@TheETFTracker·theetftracker.com

JEPQ vs JEPI

YTD
J.P. MorganJEPQ
+8.5%
JEPIJ.P. Morgan
+5.2%
Jan 1Nov 5+8.5%+5.2%
+8.5%Year to date+5.2%
12.2%Yield8.1%
$42.1BAssets$46.1B
2–0JEPQ wins
End-of-day Nov 5, 2026
@TheETFTracker·theetftracker.com

SOXX vs SMH

YTD
iSharesSOXX
+31.6%
SMHVanEck
+24.3%
Jan 1Nov 5+31.6%+24.3%
+31.6%Year to date+24.3%
0.33% · $33Fee · on $10k a year0.35% · $35
$42.6BAssets$65.4B
2–0SOXX wins
End-of-day Nov 5, 2026
@TheETFTracker·theetftracker.com
Also playingIssuersVisualizationsMarketsFeedPortfolioDaily email