Compare · 4 funds side by side · dividends reinvested

JEPQ, WCBR, SMH and IGV

JEPQJ.P. Morgan×WCBRWisdomTree×SMHVanEck×IGViShares×

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, SMH and IGV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.39%+6.6%+9.2%+18.2%[…]−11.5%16.9%$40.7B1.9

VanEck Semiconductor ETFThematic · AI & semis0.35%0.23%+35.3%+39.3%+50.1%+29.4%−33.1%43.1%$60.7B2.0

WisdomTree Cybersecurity FundThematic · Cyber & cloud0.45%0.00%+56.2%+41.4%+30.7%+8.5%−29.1%41.6%$197M2.4

iShares Expanded Tech-Software Sector ETFThematic · Disruptive tech0.38%0.02%−4.0%−7.2%+13.6%+3.0%−33.2%32.9%$12.4B3.4

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 · SMH 2011 · IGV 2001

Head to Head

Swap sides Versus in desk

Head to Head

iShares Expanded Tech-Software Sector ETF · $12.4B$11,584

IGV

SMH

VanEck Semiconductor ETF · $60.7B$36,298

$10,000 five years ago, dividends reinvested · they hold 4.8% in common

IGVMeasureSMH

−4.0%Year to dateJan 1 → Nov 9+35.3%

−7.2%1 yearTotal return+39.3%

+13.6%3 years · per year$10,000 became $14,660 · $33,815+50.1%

+3.0%5 years · per year$10,000 became $11,584 · $36,298+29.4%

0.38%Expense ratio$38 · $35 a year on $10k · lower is better0.35%

0.02%Trailing 12-mo yield$2 · $23 a year on $10k0.23%

−33.2%Worst dropSmaller is better−33.1%

32.9%VolatilityLower is calmer43.1%

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

1–7SMH wins

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

More Ways to See the Pairs

IGV vs SMH: Top 5 Holdings

Today

IGV

40.6%in top 5

SMH

in top 547.7%

IGVStockSMH

not top 5NVDA20.7%

not top 5TSM10.0%

9.4%MSFTnot top 5

8.2%PLTRnot top 5

8.1%PANWnot top 5

7.8%CRWDnot top 5

7.1%ORCLnot top 5

not top 5TXN5.9%

not top 5AVGO5.7%

not top 5AMD5.4%

Held in common4.8%

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

IGV vs SMH Returns, Every Period

iSharesIGV

+3.0%

5 years, per year

SMHVanEck

+29.4%

5 years, per year

IGVSMHFaded: behind in that period

0–4SMH wins

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

Thematic vs Income: IGV vs JEPQ

YTD

iSharesIGV

−4.0%

JEPQJ.P. Morgan

+6.6%

−4.0%Year to date+6.6%

−33.2%Worst drop · 1Y−11.5%

32.9%Volatility · 1Y16.9%

0.0%Yield12.4%

$12.4BAssets$40.7B

4–0JEPQ wins

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

Cost, Income and Risk

Fees: JEPQ, WCBR, SMH, IGV

Today

0.35%lowest, JEPQ

FundExpense ratioFee$10k

JEPQ0.35%$35

SMH0.35%$35

IGV0.38%$38

WCBR0.45%$45

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

Yields: JEPQ, WCBR, SMH, IGV

12.39%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.39%$1,239

SMH0.23%$23

IGV0.02%$2

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

SMH$23 − $35 = −$12

IGV$2 − $38 = −$36

WCBR$0 − $45 = −$45

KeptFee

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

Overlap: JEPQ, WCBR, SMH, IGV

Today

23.9%most shared, JEPQ and SMH

JEPQWCBRSMHIGV

JEPQ—2.3%23.9%11.8%

WCBR2.3%—0.0%17.4%

SMH23.9%0.0%—4.8%

IGV11.8%17.4%4.8%—

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

JEPQWorst drop−11.5%16.9% vol

IGVWorst drop−33.2%32.9% 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

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

$39.1BAssets$60.7B

2–0SOXX wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026