Compare · 4 funds side by side · dividends reinvested

JEPI, WCBR, VIG and SMH

JEPIJ.P. Morgan×WCBRWisdomTree×VIGVanguard×SMHVanEck×

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Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$35,624SMH · best of the four

Story of the four · IncomeMost incomeJEPI · 7.92% · $792 a year on $10k

Story of the four · RiskSmallest drop

JEPI, WCBR, VIG and SMH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.46%+15.1%+17.8%+18.6%+10.6%−7.9%11.0%$109B2.3

VanEck Semiconductor ETFThematic · AI & semis0.35%0.23%+34.3%+39.4%+48.6%+28.9%−33.1%43.1%$60.7B2.3

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.92%+7.6%+10.6%+10.9%+7.6%−6.7%9.0%$45.2B2.6

WisdomTree Cybersecurity FundThematic · Cyber & cloud0.45%0.00%+53.8%+36.9%+28.7%+8.5%−29.1%41.6%$197M2.8

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

End-of-day Nov 10, 2026 · returns include dividends · since: JEPI 2020 · WCBR 2021 · VIG 2006 · SMH 2011

Head to Head

Swap sides Versus in desk

Head to Head

5Y

VanEck Semiconductor ETF · $60.7B$35,624

SMH

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SMH vs JEPI: Top 5 Holdings

Today

SMH

46.4%in top 5

JEPI

in top 59.8%

SMHStockJEPI

18.9%NVDAnot top 5

9.8%TSMnot top 5

6.0%TXNnot top 5

5.9%AVGOnot top 5

5.8%AMDnot top 5

Cost, Income and Risk

Fees: JEPI, WCBR, VIG, SMH

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

JEPI0.35%$35

SMH0.35%$35

WCBR0.45%$45

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

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

+33.8%Year to date+15.1%

2.9%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

SOXX vs SMH

YTD

iSharesSOXX

+46.3%

SMHVanEck

+34.3%

JEPI

JPMorgan Equity Premium Income ETF · $45.2B$14,429

$10,000 five years ago, dividends reinvested · they hold 7.7% in common

SMHMeasureJEPI

+34.3%Year to dateJan 1 → Nov 10+7.6%

+39.4%1 yearTotal return+10.6%

+48.6%3 years · per year$10,000 became $32,788 · $13,634+10.9%

+28.9%5 years · per year$10,000 became $35,624 · $14,429+7.6%

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

0.23%Trailing 12-mo yield$23 · $792 a year on $10k7.92%

−33.1%Worst dropSmaller is better−6.7%

43.1%VolatilityLower is calmer9.0%

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

4–3SMH wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5MSFT2.0%

not top 5MA2.0%

not top 5AAPL2.0%

not top 5AMZN1.9%

not top 5MMM1.9%

Held in common7.7%

End-of-day Nov 10, 2026 · share of each fund

SMH vs JEPI Returns, Every Period

5Y

VanEckSMH

+28.9%

5 years, per year

JEPIJ.P. Morgan

+7.6%

5 years, per year

SMHJEPIFaded: behind in that period

4–0SMH wins

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

Thematic vs Income: SMH vs JEPI

YTD

VanEckSMH

+34.3%

JEPIJ.P. Morgan

+7.6%

+34.3%Year to date+7.6%

−33.1%Worst drop · 1Y−6.7%

43.1%Volatility · 1Y9.0%

0.2%Yield7.9%

$60.7BAssets$45.2B

3–1JEPI wins

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

Yields: JEPI, WCBR, VIG, SMH

1Y

7.92%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.92%$792

VIG1.46%$146

SMH0.23%$23

WCBR0.00%$0

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$757most kept, JEPI

JEPI$792 − $35 = $757

VIG$146 − $4 = $142

SMH$23 − $35 = −$12

WCBR$0 − $45 = −$45

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: JEPI, WCBR, VIG, SMH

Today

31.4%most shared, JEPI and VIG

JEPIWCBRVIGSMH

JEPI—0.3%31.4%7.7%

WCBR0.3%—0.0%0.0%

VIG31.4%0.0%—10.3%

SMH7.7%0.0%10.3%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

1Y

+39.4%SMH, at 43.1% volatility

JEPIWorst drop−6.7%9.0% vol

VIGWorst drop−7.9%11.0% vol

WCBRWorst drop−29.1%41.6% vol

SMHWorst drop−33.1%43.1% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

JEPIWCBR

+7.6%Year to date+53.8%

7.9%Yield0.0%

+10.6%Past year+36.9%

0.35%Fee0.45%

2–2level

End-of-day Nov 10, 2026

+6.0%Year to date+7.6%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 10, 2026

+46.3%Year to date+34.3%

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

$37.5BAssets$60.7B

2–0SOXX wins

End-of-day Nov 10, 2026

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JEPI, WCBR, VIG and SMH

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four