Compare · 4 funds side by side · dividends reinvested

JEPI, WCBR, DGRO and SOXX

JEPIJ.P. Morgan×WCBRWisdomTree×DGROiShares×SOXXiShares×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$26,892SOXX · best of the four

02 / 04

JEPI, WCBR, DGRO and SOXX, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core Dividend Growth ETFIncome · Dividend stocks0.08%1.87%+16.6%+20.3%+20.7%+11.0%−6.5%10.2%$44.7B2.1

iShares Semiconductor ETFThematic · AI & semis0.33%0.76%+36.2%+34.5%+40.3%+21.9%−39.5%49.4%$39.1B2.4

WisdomTree Cybersecurity FundThematic · Cyber & cloud0.45%0.00%+49.9%+37.3%+29.1%+7.4%−29.1%41.5%$213M2.6

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%8.09%+5.3%+8.2%+10.7%+7.1%−6.7%8.8%$46.8B2.9

Rank among the four1st → 4thFee, 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 · WCBR 2021 · DGRO 2014 · SOXX 2001

Head to Head

Swap sides Versus in desk

Head to Head

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

JEPI

WCBR

WisdomTree Cybersecurity Fund · $213M$14,306

$10,000 five years ago, dividends reinvested · they hold 0.3% in common

JEPIMeasureWCBR

+5.3%Year to dateJan 1 → Nov 6+49.9%

+8.2%1 yearTotal return+37.3%

+10.7%3 years · per year$10,000 became $13,562 · $21,504+29.1%

+7.1%5 years · per year$10,000 became $14,118 · $14,306+7.4%

0.35%Expense ratio$35 · $45 a year on $10k · lower is better0.45%

8.09%Trailing 12-mo yield$809 · $0 a year on $10k0.00%

−6.7%Worst dropSmaller is better−29.1%

8.8%VolatilityLower is calmer41.5%

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

4–4Level

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 WCBR: Top 5 Holdings

Today

JEPI

9.9%in top 5

WCBR

in top 530.4%

JEPIStockWCBR

not top 5ZS7.0%

not top 5S6.1%

not top 5NTSK5.8%

not top 5CRWD5.8%

not top 5TENB5.7%

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 common0.3%

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

JEPI vs WCBR Returns, Every Period

J.P. MorganJEPI

+7.1%

5 years, per year

WCBRWisdomTree

+7.4%

5 years, per year

JEPIWCBRFaded: behind in that period

0–4WCBR wins

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

JEPI vs DGRO

YTD

J.P. MorganJEPI

+5.3%

DGROiShares

+16.6%

+5.3%Year to date+16.6%

−6.7%Worst drop · 1Y−6.5%

8.8%Volatility · 1Y10.2%

8.1%Yield1.9%

$46.8BAssets$44.7B

2–2level

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

Cost, Income and Risk

Fees: JEPI, WCBR, DGRO, SOXX

Today

0.08%lowest, DGRO

FundExpense ratioFee$10k

DGRO0.08%$8

SOXX0.33%$33

JEPI0.35%$35

WCBR0.45%$45

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

Yields: JEPI, WCBR, DGRO, SOXX

8.09%highest, JEPI

FundTrailing yieldYield$10k

JEPI8.09%$809

DGRO1.87%$187

SOXX0.76%$76

WCBR0.00%$0

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

Income After Fees on $10,000

$774most kept, JEPI

JEPI$809 − $35 = $774

DGRO$187 − $8 = $179

SOXX$76 − $33 = $43

WCBR$0 − $45 = −$45

KeptFee

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

Overlap: JEPI, WCBR, DGRO, SOXX

Today

34.3%most shared, JEPI and DGRO

JEPIWCBRDGROSOXX

JEPI—0.3%34.3%6.5%

WCBR0.3%—0.1%0.0%

DGRO34.3%0.1%—4.5%

SOXX6.5%0.0%4.5%—

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

Return vs Bumpiness: 4 ETFs

+37.3%WCBR, at 41.5% volatility

JEPIWorst drop−6.7%8.8% vol

DGROWorst drop−6.5%10.2% vol

WCBRWorst drop−29.1%41.5% 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

JEPIWCBR

+5.3%Year to date+49.9%

8.1%Yield0.0%

+8.2%Past year+37.3%

0.35%Fee0.45%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Four

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