Compare · 4 funds side by side · dividends reinvested

JEPQ, WCBR, SMH and IGV

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

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Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$35,140SMH · best of the four

Story of the four · IncomeMost incomeJEPQ · 12.24% · $1,224 a year on $10k

Story of the four · RiskSmallest drop

JEPQ, WCBR, SMH and IGV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.24%+7.8%+8.8%+17.9%[…]−11.5%16.9%$41.8B1.9

VanEck Semiconductor ETFThematic · AI & semis0.35%0.22%+39.3%+43.4%+49.9%+28.6%−33.1%43.2%$63.5B2.0

WisdomTree Cybersecurity FundThematic · Cyber & cloud0.45%0.00%+55.6%+35.1%+28.4%+8.1%−29.1%41.6%$197M2.5

iShares Expanded Tech-Software Sector ETFThematic · Disruptive tech0.38%0.02%−4.0%−8.6%+12.5%+2.8%−32.8%32.9%$13.0B3.3

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

End-of-day Nov 12, 2026 · returns include dividends · since: JEPQ 2022 · WCBR 2021 · SMH 2011 · IGV 2001

Head to Head

Swap sides Versus in desk

Head to Head

5Y

JPMorgan Nasdaq Equity Premium Income ETF · $41.8B[…]

JEPQ

More Ways to See the Pairs

JEPQ vs IGV: Top 5 Holdings

Today

JEPQ

27.3%in top 5

IGV

in top 541.4%

JEPQStockIGV

5.6%MSFT8.9%

not top 5PLTR8.6%

not top 5PANW8.4%

not top 5CRWD7.9%

not top 5ORCL

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 12, 2026 · fee on $10,000 a year

Popular Pairs Near These Four

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

+7.8%Year to date+8.3%

12.2%Yield7.9%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 12, 2026

SOXX vs SMH

YTD

iSharesSOXX

+54.7%

SMHVanEck

+39.3%

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

IGV

iShares Expanded Tech-Software Sector ETF · $13.0B$11,470

$10,000 five years ago, dividends reinvested · they hold 11.4% in common

JEPQMeasureIGV

+7.8%Year to dateJan 1 → Nov 12−4.0%

+8.8%1 yearTotal return−8.6%

+17.9%3 years · per year$10,000 became $16,406 · $14,251+12.5%

[…]5 years · per year$10,000 became […] · $11,470+2.8%

0.35%Expense ratio$35 · $38 a year on $10k · lower is better0.38%

12.24%Trailing 12-mo yield$1,224 · $2 a year on $10k0.02%

−11.5%Worst dropSmaller is better−32.8%

16.9%VolatilityLower is calmer32.9%

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

7–0JEPQ wins

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

7.6%

7.2%AAPLnot top 5

5.9%NVDAnot top 5

4.3%GOOGnot top 5

4.2%AMZNnot top 5

Held in common11.4%

End-of-day Nov 12, 2026 · share of each fund

JEPQ vs IGV Returns, Every Period

1Y

J.P. MorganJEPQ

+8.8%

past year

IGViShares

−8.6%

past year

JEPQIGVFaded: behind in that period

3–0JEPQ wins

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

Income vs Thematic: JEPQ vs SMH

YTD

J.P. MorganJEPQ

+7.8%

SMHVanEck

+39.3%

+7.8%Year to date+39.3%

−11.5%Worst drop · 1Y−33.1%

16.9%Volatility · 1Y43.2%

12.2%Yield0.2%

$41.8BAssets$63.5B

3–1JEPQ wins

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

Yields: JEPQ, WCBR, SMH, IGV

1Y

12.24%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.24%$1,224

SMH0.22%$22

IGV0.02%$2

WCBR0.00%$0

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

Income After Fees on $10,000

1Y

$1,189most kept, JEPQ

JEPQ$1,224 − $35 = $1,189

SMH$22 − $35 = −$13

IGV$2 − $38 = −$36

WCBR$0 − $45 = −$45

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: JEPQ, WCBR, SMH, IGV

Today

25.1%most shared, JEPQ and SMH

JEPQWCBRSMHIGV

JEPQ—2.3%25.1%11.4%

WCBR2.3%—0.0%17.4%

SMH25.1%0.0%—4.6%

IGV11.4%17.4%4.6%—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

1Y

+43.4%SMH, at 43.2% volatility

JEPQWorst drop−11.5%16.9% vol

IGVWorst drop−32.8%32.9% vol

WCBRWorst drop−29.1%41.6% vol

SMHWorst drop−33.1%43.2% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQWCBR

+7.8%Year to date+55.6%

12.2%Yield0.0%

+8.8%Past year+35.1%

0.35%Fee0.45%

2–2level

End-of-day Nov 12, 2026

+54.7%Year to date+39.3%

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

$43.8BAssets$63.5B

2–0SOXX wins

End-of-day Nov 12, 2026

+34.2%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

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JEPQ, WCBR, SMH and IGV

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four