Compare · 4 funds side by side · dividends reinvested

JEPI, WCBR, IGV and SMH

JEPIJ.P. Morgan×WCBRWisdomTree×IGViShares×SMHVanEck×

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Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$35,140SMH · best of the four

Story of the four · IncomeMost incomeJEPI · 7.86% · $786 a year on $10k

Story of the four · RiskSmallest drop

JEPI, WCBR, IGV and SMH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

VanEck Semiconductor ETFThematic · AI & semis0.35%0.22%+39.3%+43.4%+49.9%+28.6%−33.1%43.2%$63.5B2.0

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.86%+8.3%+10.1%+11.1%+7.7%−6.7%9.0%$46.8B2.1

WisdomTree Cybersecurity FundThematic · Cyber & cloud0.45%0.00%+55.6%+35.1%+28.4%+8.1%−29.1%41.6%$197M2.5

iShares Expanded Tech-Software Sector ETFThematic · Disruptive tech0.38%0.02%−4.0%−8.6%+12.5%+2.8%−32.8%32.9%$13.0B3.3

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 12, 2026 · returns include dividends · since: JEPI 2020 · WCBR 2021 · IGV 2001 · SMH 2011

Head to Head

Swap sides Versus in desk

Head to Head

5Y

JPMorgan Equity Premium Income ETF · $46.8B$14,510

JEPI

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JEPI vs IGV: Top 5 Holdings

Today

JEPI

9.7%in top 5

IGV

in top 541.4%

JEPIStockIGV

1.9%MSFT8.9%

not top 5PLTR8.6%

not top 5PANW8.4%

not top 5CRWD7.9%

not top 5ORCL

Cost, Income and Risk

Fees: JEPI, WCBR, IGV, SMH

Today

0.35%lowest, JEPI

FundExpense ratioFee$10k

JEPI0.35%$35

SMH0.35%$35

IGV0.38%$38

WCBR0.45%$45

End-of-day Nov 12, 2026 · fee on $10,000 a year

Popular Pairs Near These Four

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

+7.8%Year to date+8.3%

12.2%Yield7.9%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 12, 2026

SOXX vs SMH

YTD

iSharesSOXX

+54.7%

SMHVanEck

+39.3%

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

IGV

iShares Expanded Tech-Software Sector ETF · $13.0B$11,470

$10,000 five years ago, dividends reinvested · they hold 3.4% in common

JEPIMeasureIGV

+8.3%Year to dateJan 1 → Nov 12−4.0%

+10.1%1 yearTotal return−8.6%

+11.1%3 years · per year$10,000 became $13,724 · $14,251+12.5%

+7.7%5 years · per year$10,000 became $14,510 · $11,470+2.8%

0.35%Expense ratio$35 · $38 a year on $10k · lower is better0.38%

7.86%Trailing 12-mo yield$786 · $2 a year on $10k0.02%

−6.7%Worst dropSmaller is better−32.8%

9.0%VolatilityLower is calmer32.9%

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

7–1JEPI wins

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

7.6%

2.0%MAnot top 5

2.0%AAPLnot top 5

1.9%AMZNnot top 5

1.9%MMMnot top 5

Held in common3.4%

End-of-day Nov 12, 2026 · share of each fund

JEPI vs IGV Returns, Every Period

5Y

J.P. MorganJEPI

+7.7%

5 years, per year

IGViShares

+2.8%

5 years, per year

JEPIIGVFaded: behind in that period

3–1JEPI wins

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

Income vs Thematic: JEPI vs SMH

YTD

J.P. MorganJEPI

+8.3%

SMHVanEck

+39.3%

+8.3%Year to date+39.3%

−6.7%Worst drop · 1Y−33.1%

9.0%Volatility · 1Y43.2%

7.9%Yield0.2%

$46.8BAssets$63.5B

3–1JEPI wins

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

Yields: JEPI, WCBR, IGV, SMH

1Y

7.86%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.86%$786

SMH0.22%$22

IGV0.02%$2

WCBR0.00%$0

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

Income After Fees on $10,000

1Y

$751most kept, JEPI

JEPI$786 − $35 = $751

SMH$22 − $35 = −$13

IGV$2 − $38 = −$36

WCBR$0 − $45 = −$45

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: JEPI, WCBR, IGV, SMH

Today

17.4%most shared, WCBR and IGV

JEPIWCBRIGVSMH

JEPI—0.4%3.4%8.3%

WCBR0.4%—17.4%0.0%

IGV3.4%17.4%—4.8%

SMH8.3%0.0%4.8%—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

1Y

+43.4%SMH, at 43.2% volatility

JEPIWorst drop−6.7%9.0% vol

IGVWorst drop−32.8%32.9% vol

WCBRWorst drop−29.1%41.6% vol

SMHWorst drop−33.1%43.2% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

JEPIWCBR

+8.3%Year to date+55.6%

7.9%Yield0.0%

+10.1%Past year+35.1%

0.35%Fee0.45%

2–2level

End-of-day Nov 12, 2026

+54.7%Year to date+39.3%

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

$43.8BAssets$63.5B

2–0SOXX wins

End-of-day Nov 12, 2026

+34.2%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

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JEPI, WCBR, IGV and SMH

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four