Compare · 3 funds side by side · dividends reinvested

JEPQ, CIBR and SOXX

JEPQJ.P. Morgan×CIBRFirst Trust×SOXXiShares×

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

02 / 04

JEPQ, CIBR and SOXX, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Semiconductor ETFThematic · AI & semis0.33%0.76%+36.2%+34.5%+40.3%+21.9%−39.5%49.4%$39.1B1.6

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.79%+3.2%+4.5%+17.4%[…]−11.5%16.7%$40.7B2.0

First Trust Nasdaq Cybersecurity ETFThematic · Cyber & cloud0.58%0.43%+27.7%+21.1%+27.4%+11.5%−20.6%31.1%$15.8B2.3

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

End-of-day Nov 6, 2026 · returns include dividends · since: JEPQ 2022 · CIBR 2015 · SOXX 2001

Head to Head

Swap sides Versus in desk

Head to Head

JPMorgan Nasdaq Equity Premium Income ETF · $40.7B[…]

JEPQ

CIBR

First Trust Nasdaq Cybersecurity ETF · $15.8B$17,242

$10,000 five years ago, dividends reinvested · they hold 7.6% in common

JEPQMeasureCIBR

+3.2%Year to dateJan 1 → Nov 6+27.7%

+4.5%1 yearTotal return+21.1%

+17.4%3 years · per year$10,000 became $16,202 · $20,663+27.4%

[…]5 years · per year$10,000 became […] · $17,242+11.5%

0.35%Expense ratio$35 · $58 a year on $10k · lower is better0.58%

12.79%Trailing 12-mo yield$1,279 · $43 a year on $10k0.43%

−11.5%Worst dropSmaller is better−20.6%

16.7%VolatilityLower is calmer31.1%

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

4–3JEPQ wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

JEPQ vs CIBR: Top 5 Holdings

Today

JEPQ

28.9%in top 5

CIBR

in top 536.4%

JEPQStockCIBR

not top 5CRWD8.3%

not top 5CSCO7.6%

7.4%AAPLnot top 5

not top 5PANW7.2%

not top 5AVGO6.9%

6.6%NVDAnot top 5

not top 5FTNT6.3%

6.1%MSFTnot top 5

4.4%GOOGnot top 5

4.4%AMZNnot top 5

Held in common7.6%

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

JEPQ vs CIBR Returns, Every Period

J.P. MorganJEPQ

+4.5%

past year

CIBRFirst Trust

+21.1%

past year

JEPQCIBRFaded: behind in that period

0–3CIBR wins

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

Income vs Thematic: JEPQ vs SOXX

YTD

J.P. MorganJEPQ

+3.2%

SOXXiShares

+36.2%

+3.2%Year to date+36.2%

−11.5%Worst drop · 1Y−39.5%

16.7%Volatility · 1Y49.4%

12.8%Yield0.8%

$40.7BAssets$39.1B

3–1JEPQ wins

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

Cost, Income and Risk

Fees: JEPQ, CIBR, SOXX

Today

0.33%lowest, SOXX

FundExpense ratioFee$10k

SOXX0.33%$33

JEPQ0.35%$35

CIBR0.58%$58

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

Yields: JEPQ, CIBR, SOXX

12.79%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.79%$1,279

SOXX0.76%$76

CIBR0.43%$43

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

Income After Fees on $10,000

$1,244most kept, JEPQ

JEPQ$1,279 − $35 = $1,244

SOXX$76 − $33 = $43

CIBR$43 − $58 = −$15

KeptFee

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

Overlap: JEPQ, CIBR, SOXX

Today

22.6%most shared, JEPQ and SOXX

JEPQCIBRSOXX

JEPQ—7.6%22.6%

CIBR7.6%—6.9%

SOXX22.6%6.9%—

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

Return vs Bumpiness: 3 ETFs

+34.5%SOXX, at 49.4% volatility

JEPQWorst drop−11.5%16.7% vol

CIBRWorst drop−20.6%31.1% 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

JEPQSOXX

+3.2%Year to date+36.2%

12.8%Yield0.8%

+4.5%Past year+34.5%

0.35%Fee0.33%

3–1SOXX wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

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%

$40.7BAssets$45.2B

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

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