Compare · 3 funds side by side · dividends reinvested

JEPI, SOXX and SCHD

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$28,442SOXX · best of the three

02 / 04

JEPI, SOXX and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Semiconductor ETFThematic · AI & semis0.33%0.71%+46.5%+48.5%+42.6%+23.3%−39.5%49.8%$39.1B1.9

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.96%+33.2%+39.1%+19.6%+10.5%−6.9%11.8%$120B1.9

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.93%+7.5%+10.9%+11.0%+7.6%−6.7%9.0%$45.2B2.3

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

End-of-day Nov 9, 2026 · returns include dividends · since: JEPI 2020 · SOXX 2001 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

JPMorgan Equity Premium Income ETF · $45.2B$14,448

JEPI

SOXX

iShares Semiconductor ETF · $39.1B$28,442

$10,000 five years ago, dividends reinvested · they hold 7.3% in common

JEPIMeasureSOXX

+7.5%Year to dateJan 1 → Nov 9+46.5%

+10.9%1 yearTotal return+48.5%

+11.0%3 years · per year$10,000 became $13,679 · $29,015+42.6%

+7.6%5 years · per year$10,000 became $14,448 · $28,442+23.3%

0.35%Expense ratio$35 · $33 a year on $10k · lower is better0.33%

7.93%Trailing 12-mo yield$793 · $71 a year on $10k0.71%

−6.7%Worst dropSmaller is better−39.5%

9.0%VolatilityLower is calmer49.8%

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

3–5SOXX wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

JEPI vs SOXX: Top 5 Holdings

Today

JEPI

9.9%in top 5

SOXX

in top 539.1%

JEPIStockSOXX

not top 5AMD9.5%

not top 5NVDA8.4%

not top 5AVGO7.9%

not top 5MU7.1%

not top 5INTC6.2%

2.0%MAnot top 5

2.0%MSFTnot top 5

2.0%AAPLnot top 5

1.9%Vnot top 5

1.9%MMMnot top 5

Held in common7.3%

End-of-day Nov 9, 2026 · share of each fund

JEPI vs SOXX Returns, Every Period

J.P. MorganJEPI

+7.6%

5 years, per year

SOXXiShares

+23.3%

5 years, per year

JEPISOXXFaded: behind in that period

0–4SOXX wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

JEPI vs SCHD

YTD

J.P. MorganJEPI

+7.5%

SCHDSchwab

+33.2%

+7.5%Year to date+33.2%

−6.7%Worst drop · 1Y−6.9%

9.0%Volatility · 1Y11.8%

7.9%Yield3.0%

$45.2BAssets$120B

3–1JEPI wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: JEPI, SOXX, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

SOXX0.33%$33

JEPI0.35%$35

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: JEPI, SOXX, SCHD

7.93%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.93%$793

SCHD2.96%$296

SOXX0.71%$71

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$758most kept, JEPI

JEPI$793 − $35 = $758

SCHD$296 − $6 = $290

SOXX$71 − $33 = $38

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: JEPI, SOXX, SCHD

Today

8.4%most shared, JEPI and SCHD

JEPISOXXSCHD

JEPI—7.3%8.4%

SOXX7.3%—8.2%

SCHD8.4%8.2%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+48.5%SOXX, at 49.8% volatility

JEPIWorst drop−6.7%9.0% vol

SCHDWorst drop−6.9%11.8% vol

SOXXWorst drop−39.5%49.8% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

JEPISOXX

+7.5%Year to date+46.5%

7.9%Yield0.7%

+10.9%Past year+48.5%

0.35%Fee0.33%

3–1SOXX wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SOXX vs SMH

YTD

iSharesSOXX

+46.5%

SMHVanEck

+35.3%

+46.5%Year to date+35.3%

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

$39.1BAssets$60.7B

2–0SOXX wins

End-of-day Nov 9, 2026