Compare · 3 funds side by side · dividends reinvested

JEPI, SMH and SOXX

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$34,950SMH · best of the three

02 / 04

JEPI, SMH and SOXX, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

VanEck Semiconductor ETFThematic · AI & semis0.35%0.24%+28.8%+29.5%+48.9%+28.4%−33.1%42.9%$60.7B1.9

iShares Semiconductor ETFThematic · AI & semis0.33%0.76%+36.2%+34.5%+40.3%+21.9%−39.5%49.4%$39.1B1.9

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%8.09%+5.3%+8.2%+10.7%+7.1%−6.7%8.8%$46.8B2.1

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: JEPI 2020 · SMH 2011 · SOXX 2001

Head to Head

Swap sides Versus in desk

Head to Head

JPMorgan Equity Premium Income ETF · $46.8B$14,118

JEPI

SMH

VanEck Semiconductor ETF · $60.7B$34,950

$10,000 five years ago, dividends reinvested · they hold 6.6% in common

JEPIMeasureSMH

+5.3%Year to dateJan 1 → Nov 6+28.8%

+8.2%1 yearTotal return+29.5%

+10.7%3 years · per year$10,000 became $13,562 · $33,022+48.9%

+7.1%5 years · per year$10,000 became $14,118 · $34,950+28.4%

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

8.09%Trailing 12-mo yield$809 · $24 a year on $10k0.24%

−6.7%Worst dropSmaller is better−33.1%

8.8%VolatilityLower is calmer42.9%

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

3–4SMH wins

End-of-day Nov 6, 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

9.9%in top 5

SMH

in top 547.8%

JEPIStockSMH

not top 5NVDA21.0%

not top 5TSM9.8%

not top 5TXN6.2%

not top 5AVGO5.9%

not top 5ADI5.0%

2.1%MAnot top 5

2.0%MSFTnot top 5

2.0%AAPLnot top 5

1.9%MMMnot top 5

1.9%NEEnot top 5

Held in common6.6%

End-of-day Nov 6, 2026 · share of each fund

JEPI vs SMH Returns, Every Period

J.P. MorganJEPI

+7.1%

5 years, per year

SMHVanEck

+28.4%

5 years, per year

JEPISMHFaded: behind in that period

0–4SMH wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Income vs Thematic: JEPI vs SOXX

YTD

J.P. MorganJEPI

+5.3%

SOXXiShares

+36.2%

+5.3%Year to date+36.2%

−6.7%Worst drop · 1Y−39.5%

8.8%Volatility · 1Y49.4%

8.1%Yield0.8%

$46.8BAssets$39.1B

3–1JEPI wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: JEPI, SMH, SOXX

Today

0.33%lowest, SOXX

FundExpense ratioFee$10k

SOXX0.33%$33

JEPI0.35%$35

SMH0.35%$35

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: JEPI, SMH, SOXX

8.09%highest, JEPI

FundTrailing yieldYield$10k

JEPI8.09%$809

SOXX0.76%$76

SMH0.24%$24

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$774most kept, JEPI

JEPI$809 − $35 = $774

SOXX$76 − $33 = $43

SMH$24 − $35 = −$11

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: JEPI, SMH, SOXX

Today

69.6%most shared, SMH and SOXX

JEPISMHSOXX

JEPI—6.6%6.5%

SMH6.6%—69.6%

SOXX6.5%69.6%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+34.5%SOXX, at 49.4% volatility

JEPIWorst drop−6.7%8.8% vol

SMHWorst drop−33.1%42.9% vol

SOXXWorst drop−39.5%49.4% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

JEPISOXX

+5.3%Year to date+36.2%

8.1%Yield0.8%

+8.2%Past year+34.5%

0.35%Fee0.33%

3–1SOXX wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026