Compare · 4 funds side by side · dividends reinvested

JEPQ, WCBR, SCHD and SMH

JEPQJ.P. Morgan×WCBRWisdomTree×SCHDSchwab×SMHVanEck×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$36,298SMH · best of the four

02 / 04

JEPQ, WCBR, SCHD and SMH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.96%+33.2%+39.1%+19.6%+10.5%−6.9%11.8%$122B2.0

VanEck Semiconductor ETFThematic · AI & semis0.35%0.23%+35.3%+39.3%+50.1%+29.4%−33.1%43.1%$60.7B2.4

WisdomTree Cybersecurity FundThematic · Cyber & cloud0.45%0.00%+56.2%+41.4%+30.7%+8.5%−29.1%41.6%$197M2.6

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.39%+6.6%+9.2%+18.2%[…]−11.5%16.9%$40.7B2.7

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

End-of-day Nov 9, 2026 · returns include dividends · since: JEPQ 2022 · WCBR 2021 · SCHD 2011 · SMH 2011

Head to Head

Swap sides Versus in desk

Head to Head

WisdomTree Cybersecurity Fund · $197M$15,057

WCBR

JEPQ

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

$10,000 five years ago, dividends reinvested · they hold 2.3% in common

WCBRMeasureJEPQ

+56.2%Year to dateJan 1 → Nov 9+6.6%

+41.4%1 yearTotal return+9.2%

+30.7%3 years · per year$10,000 became $22,308 · $16,495+18.2%

+8.5%5 years · per year$10,000 became $15,057 · […][…]

0.45%Expense ratio$45 · $35 a year on $10k · lower is better0.35%

0.00%Trailing 12-mo yield$0 · $1,239 a year on $10k12.39%

−29.1%Worst dropSmaller is better−11.5%

41.6%VolatilityLower is calmer16.9%

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

3–4JEPQ wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

WCBR vs JEPQ: Top 5 Holdings

Today

WCBR

29.9%in top 5

JEPQ

in top 528.6%

WCBRStockJEPQ

not top 5AAPL7.3%

6.7%ZSnot top 5

not top 5NVDA6.7%

6.1%Snot top 5

not top 5MSFT6.0%

5.9%NTSKnot top 5

5.8%CRWDnot top 5

5.5%TENBnot top 5

not top 5GOOG4.4%

not top 5AMZN4.3%

Held in common2.3%

End-of-day Nov 9, 2026 · share of each fund

WCBR vs JEPQ Returns, Every Period

WisdomTreeWCBR

+41.4%

past year

JEPQJ.P. Morgan

+9.2%

past year

WCBRJEPQFaded: behind in that period

3–0WCBR wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Thematic vs Income: WCBR vs JEPQ

YTD

WisdomTreeWCBR

+56.2%

JEPQJ.P. Morgan

+6.6%

+56.2%Year to date+6.6%

−29.1%Worst drop · 1Y−11.5%

41.6%Volatility · 1Y16.9%

0.0%Yield12.4%

$197MAssets$40.7B

3–1JEPQ wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: JEPQ, WCBR, SCHD, SMH

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

JEPQ0.35%$35

SMH0.35%$35

WCBR0.45%$45

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: JEPQ, WCBR, SCHD, SMH

12.39%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.39%$1,239

SCHD2.96%$296

SMH0.23%$23

WCBR0.00%$0

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$1,204most kept, JEPQ

JEPQ$1,239 − $35 = $1,204

SCHD$296 − $6 = $290

SMH$23 − $35 = −$12

WCBR$0 − $45 = −$45

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: JEPQ, WCBR, SCHD, SMH

Today

23.9%most shared, JEPQ and SMH

JEPQWCBRSCHDSMH

JEPQ—2.3%3.8%23.9%

WCBR2.3%—0.0%0.0%

SCHD3.8%0.0%—8.2%

SMH23.9%0.0%8.2%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+41.4%WCBR, at 41.6% volatility

SCHDWorst drop−6.9%11.8% vol

JEPQWorst drop−11.5%16.9% vol

WCBRWorst drop−29.1%41.6% vol

SMHWorst drop−33.1%43.1% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQWCBR

+6.6%Year to date+56.2%

12.4%Yield0.0%

+9.2%Past year+41.4%

0.35%Fee0.45%

2–2level

End-of-day Nov 9, 2026

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SOXX vs SMH

YTD

iSharesSOXX

+46.5%

SMHVanEck

+35.3%

+46.5%Year to date+35.3%

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

$37.5BAssets$60.7B

2–0SOXX wins

End-of-day Nov 9, 2026