Compare · 3 funds side by side · dividends reinvested

JEPQ, SMH and DGRO

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$34,950SMH · best of the three

02 / 04

JEPQ, SMH and DGRO, 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%$44.7B1.6

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

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.79%+3.2%+4.5%+17.4%[…]−11.5%16.7%$42.6B2.3

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 · SMH 2011 · DGRO 2014

Head to Head

Swap sides Versus in desk

Head to Head

JPMorgan Nasdaq Equity Premium Income ETF · $42.6B[…]

JEPQ

SMH

VanEck Semiconductor ETF · $60.7B$34,950

$10,000 five years ago, dividends reinvested · they hold 23.2% in common

JEPQMeasureSMH

+3.2%Year to dateJan 1 → Nov 6+28.8%

+4.5%1 yearTotal return+29.5%

+17.4%3 years · per year$10,000 became $16,202 · $33,022+48.9%

[…]5 years · per year$10,000 became […] · $34,950+28.4%

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

12.79%Trailing 12-mo yield$1,279 · $24 a year on $10k0.24%

−11.5%Worst dropSmaller is better−33.1%

16.7%VolatilityLower is calmer42.9%

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

3–3Level

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 SMH: Top 5 Holdings

Today

JEPQ

28.9%in top 5

SMH

in top 547.8%

JEPQStockSMH

6.6%NVDA21.0%

not top 5TSM9.8%

7.4%AAPLnot top 5

not top 5TXN6.2%

6.1%MSFTnot top 5

not top 5AVGO5.9%

not top 5ADI5.0%

4.4%GOOGnot top 5

4.4%AMZNnot top 5

Held in common23.2%

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

JEPQ vs SMH Returns, Every Period

J.P. MorganJEPQ

+4.5%

past year

SMHVanEck

+29.5%

past year

JEPQSMHFaded: behind in that period

0–3SMH wins

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

JEPQ vs DGRO

YTD

J.P. MorganJEPQ

+3.2%

DGROiShares

+16.6%

+3.2%Year to date+16.6%

−11.5%Worst drop · 1Y−6.5%

16.7%Volatility · 1Y10.2%

12.8%Yield1.9%

$42.6BAssets$44.7B

3–1DGRO wins

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

Cost, Income and Risk

Fees: JEPQ, SMH, DGRO

Today

0.08%lowest, DGRO

FundExpense ratioFee$10k

DGRO0.08%$8

JEPQ0.35%$35

SMH0.35%$35

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

Yields: JEPQ, SMH, DGRO

12.79%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.79%$1,279

DGRO1.87%$187

SMH0.24%$24

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

DGRO$187 − $8 = $179

SMH$24 − $35 = −$11

KeptFee

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

Overlap: JEPQ, SMH, DGRO

Today

23.2%most shared, JEPQ and SMH

JEPQSMHDGRO

JEPQ—23.2%19.6%

SMH23.2%—4.5%

DGRO19.6%4.5%—

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

DGROWorst drop−6.5%10.2% vol

JEPQWorst drop−11.5%16.7% 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

JEPQSMH

+3.2%Year to date+28.8%

12.8%Yield0.2%

+4.5%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