Compare · 3 funds side by side · dividends reinvested

JEPI, VYM and SMH

JEPIJ.P. Morgan×VYMVanguard×SMHVanEck×

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, VYM and SMH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard High Dividend Yield ETFIncome · Dividend stocks0.04%2.31%+12.8%+16.5%+19.6%+11.1%−6.7%10.6%$78.9B1.9

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

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 · VYM 2006 · SMH 2011

Head to Head

Swap sides Versus in desk

Head to Head

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

JEPI

VYM

Vanguard High Dividend Yield ETF · $78.9B$16,941

$10,000 five years ago, dividends reinvested · they hold 25.3% in common

JEPIMeasureVYM

+5.3%Year to dateJan 1 → Nov 6+12.8%

+8.2%1 yearTotal return+16.5%

+10.7%3 years · per year$10,000 became $13,562 · $17,107+19.6%

+7.1%5 years · per year$10,000 became $14,118 · $16,941+11.1%

0.35%Expense ratio$35 · $4 a year on $10k · lower is better0.04%

8.09%Trailing 12-mo yield$809 · $231 a year on $10k2.31%

−6.7%Worst dropSmaller is better−6.7%

8.8%VolatilityLower is calmer10.6%

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

2–5VYM 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 VYM: Top 5 Holdings

Today

JEPI

9.9%in top 5

VYM

in top 518.2%

JEPIStockVYM

not top 5AVGO6.9%

not top 5JPM3.8%

not top 5XOM2.8%

not top 5JNJ2.7%

2.1%MAnot top 5

2.0%MSFTnot top 5

2.0%AAPLnot top 5

not top 5ABBV2.0%

1.9%MMMnot top 5

1.9%NEEnot top 5

Held in common25.3%

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

JEPI vs VYM Returns, Every Period

J.P. MorganJEPI

+7.1%

5 years, per year

VYMVanguard

+11.1%

5 years, per year

JEPIVYMFaded: behind in that period

0–4VYM wins

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

JEPI vs VYM

YTD

J.P. MorganJEPI

+5.3%

VYMVanguard

+12.8%

+5.3%Year to date+12.8%

−6.7%Worst drop · 1Y−6.7%

8.8%Volatility · 1Y10.6%

8.1%Yield2.3%

$46.8BAssets$78.9B

2–1JEPI wins

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

Cost, Income and Risk

Fees: JEPI, VYM, SMH

Today

0.04%lowest, VYM

FundExpense ratioFee$10k

VYM0.04%$4

JEPI0.35%$35

SMH0.35%$35

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

Yields: JEPI, VYM, SMH

8.09%highest, JEPI

FundTrailing yieldYield$10k

JEPI8.09%$809

VYM2.31%$231

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

VYM$231 − $4 = $227

SMH$24 − $35 = −$11

KeptFee

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

Overlap: JEPI, VYM, SMH

Today

25.3%most shared, JEPI and VYM

JEPIVYMSMH

JEPI—25.3%6.6%

VYM25.3%—9.0%

SMH6.6%9.0%—

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

Return vs Bumpiness: 3 ETFs

+29.5%SMH, at 42.9% volatility

JEPIWorst drop−6.7%8.8% vol

VYMWorst drop−6.7%10.6% vol

SMHWorst drop−33.1%42.9% vol

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

Paid More vs Made More

YTD

JEPISMH

+5.3%Year to date+28.8%

8.1%Yield0.2%

+8.2%Past year+29.5%

0.35%Fee0.35%

2–1SMH wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

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

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

SOXX vs SMH

YTD

iSharesSOXX

+36.2%

SMHVanEck

+28.8%

+36.2%Year to date+28.8%

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

$39.1BAssets$60.7B

2–0SOXX wins

End-of-day Nov 6, 2026