Compare · 4 funds side by side · dividends reinvested

JEPQ, WCBR, SMH and VYM

JEPQJ.P. Morgan×WCBRWisdomTree×SMHVanEck×VYMVanguard×

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 VYM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard High Dividend Yield ETFIncome · Dividend stocks0.04%2.26%+15.4%+19.5%+19.7%+11.5%−6.7%10.8%$78.9B2.0

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 · SMH 2011 · VYM 2006

Head to Head

Swap sides Versus in desk

Head to Head

VanEck Semiconductor ETF · $60.7B$36,298

SMH

VYM

Vanguard High Dividend Yield ETF · $78.9B$17,254

$10,000 five years ago, dividends reinvested · they hold 8.9% in common

SMHMeasureVYM

+35.3%Year to dateJan 1 → Nov 9+15.4%

+39.3%1 yearTotal return+19.5%

+50.1%3 years · per year$10,000 became $33,815 · $17,150+19.7%

+29.4%5 years · per year$10,000 became $36,298 · $17,254+11.5%

0.35%Expense ratio$35 · $4 a year on $10k · lower is better0.04%

0.23%Trailing 12-mo yield$23 · $226 a year on $10k2.26%

−33.1%Worst dropSmaller is better−6.7%

43.1%VolatilityLower is calmer10.8%

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

4–4Level

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

More Ways to See the Pairs

SMH vs VYM: Top 5 Holdings

Today

SMH

47.7%in top 5

VYM

in top 518.2%

SMHStockVYM

20.7%NVDAnot top 5

10.0%TSMnot top 5

5.7%AVGO6.9%

5.9%TXNnot top 5

5.4%AMDnot top 5

not top 5JPM3.8%

not top 5XOM2.8%

not top 5JNJ2.7%

not top 5ABBV2.0%

Held in common8.9%

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

SMH vs VYM Returns, Every Period

VanEckSMH

+29.4%

5 years, per year

VYMVanguard

+11.5%

5 years, per year

SMHVYMFaded: behind in that period

4–0SMH wins

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

Thematic vs Income: SMH vs JEPQ

YTD

VanEckSMH

+35.3%

JEPQJ.P. Morgan

+6.6%

+35.3%Year to date+6.6%

−33.1%Worst drop · 1Y−11.5%

43.1%Volatility · 1Y16.9%

0.2%Yield12.4%

$60.7BAssets$40.7B

3–1JEPQ wins

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

Cost, Income and Risk

Fees: JEPQ, WCBR, SMH, VYM

Today

0.04%lowest, VYM

FundExpense ratioFee$10k

VYM0.04%$4

JEPQ0.35%$35

SMH0.35%$35

WCBR0.45%$45

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

Yields: JEPQ, WCBR, SMH, VYM

12.39%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.39%$1,239

VYM2.26%$226

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

VYM$226 − $4 = $222

SMH$23 − $35 = −$12

WCBR$0 − $45 = −$45

KeptFee

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

Overlap: JEPQ, WCBR, SMH, VYM

Today

23.9%most shared, JEPQ and SMH

JEPQWCBRSMHVYM

JEPQ—2.3%23.9%12.0%

WCBR2.3%—0.0%0.2%

SMH23.9%0.0%—8.9%

VYM12.0%0.2%8.9%—

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

VYMWorst drop−6.7%10.8% 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