Compare · 2 funds side by side · dividends reinvested

JEPI and SMH

JEPIJ.P. Morgan×SMHVanEck×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$38,820SMH · best of the two

02 / 04

JEPI and SMH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

VanEck Semiconductor ETFThematic · AI & semis0.35%0.22%+40.0%+38.2%+54.7%+31.2%−24.6%41.2%$65.8B1.4

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.83%+8.8%+11.9%+12.6%+7.9%−6.7%8.1%$46.0B1.5

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: JEPI 2020 · SMH 2011

Head to Head

Swap sides Versus in desk

Head to Head

JPMorgan Equity Premium Income ETF · $46.0B$14,635

JEPI

SMH

VanEck Semiconductor ETF · $65.8B$38,820

$10,000 five years ago, dividends reinvested · they hold 7.6% in common

JEPIMeasureSMH

+8.8%Year to dateJan 1 → Nov 4+40.0%

+11.9%1 yearTotal return+38.2%

+12.6%3 years · per year$10,000 became $14,269 · $37,049+54.7%

+7.9%5 years · per year$10,000 became $14,635 · $38,820+31.2%

0.35%Expense ratio$35 · $35 a year on $10k · lower is better0.35%

7.83%Trailing 12-mo yield$783 · $22 a year on $10k0.22%

−6.7%Worst dropSmaller is better−24.6%

8.1%VolatilityLower is calmer41.2%

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

3–4SMH wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

JEPI vs SMH: Top 5 Holdings

Today

JEPI

9.5%in top 5

SMH

in top 547.1%

JEPIStockSMH

not top 5NVDA20.6%

not top 5TSM9.6%

not top 5TXN6.0%

not top 5AVGO5.8%

not top 5AMD5.2%

2.0%MAnot top 5

1.9%MSFTnot top 5

1.9%Vnot top 5

1.9%AAPLnot top 5

1.8%NEEnot top 5

Held in common7.6%

End-of-day Nov 4, 2026 · share of each fund

JEPI vs SMH Returns, Every Period

J.P. MorganJEPI

+7.9%

5 years, per year

SMHVanEck

+31.2%

5 years, per year

JEPISMHFaded: behind in that period

0–4SMH wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Income vs Thematic: JEPI vs SMH

YTD

J.P. MorganJEPI

+8.8%

SMHVanEck

+40.0%

+8.8%Year to date+40.0%

−6.7%Worst drop · 1Y−24.6%

8.1%Volatility · 1Y41.2%

7.8%Yield0.2%

$46.0BAssets$65.8B

3–1JEPI wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: JEPI, SMH

Today

0.35%lowest, JEPI

FundExpense ratioFee$10k

JEPI0.35%$35

SMH0.35%$35

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: JEPI, SMH

7.83%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.83%$783

SMH0.22%$22

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$748most kept, JEPI

JEPI$783 − $35 = $748

SMH$22 − $35 = −$13

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: JEPI, SMH

Today

7.6%most shared, JEPI and SMH

JEPISMH

JEPI—7.6%

SMH7.6%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+38.2%SMH, at 41.2% volatility

JEPIWorst drop−6.7%8.1% vol

SMHWorst drop−24.6%41.2% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

JEPISMH

+8.8%Year to date+40.0%

7.8%Yield0.2%

+11.9%Past year+38.2%

0.35%Fee0.35%

2–1SMH wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SOXX vs SMH

YTD

iSharesSOXX

+49.8%

SMHVanEck

+40.0%

+49.8%Year to date+40.0%

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

$44.3BAssets$65.8B

2–0SOXX wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026