Compare · 4 funds side by side · dividends reinvested

JEPQ, WCBR, SOXX and SMH

JEPQJ.P. Morgan×WCBRWisdomTree×SOXXiShares×SMHVanEck×

02 / 04

−0.1%

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Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$33,828SMH · best of the four

Story of the four · IncomeMost incomeJEPQ · 12.37% · $1,237 a year on $10k

Story of the four · RiskSmallest drop

JEPQ, WCBR, SOXX and SMH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Semiconductor ETFThematic · AI & semis0.33%0.28%+49.0%+49.9%+41.9%+22.0%−39.5%50.2%$41.2B2.3

VanEck Semiconductor ETFThematic · AI & semis0.35%0.23%+35.2%+37.3%+48.3%+27.6%−33.1%43.3%$62.7B2.3

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.37%+6.7%+7.6%+17.4%[…]−11.5%17.0%$42.5B2.4

WisdomTree Cybersecurity FundThematic · Cyber & cloud0.45%0.00%+54.2%+36.4%+28.1%+8.0%−27.8%41.6%$216M2.8

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

End-of-day Nov 13, 2026 · returns include dividends · since: JEPQ 2022 · WCBR 2021 · SOXX 2001 · SMH 2011

Head to Head

Swap sides Versus in desk

Head to Head

5Y

JPMorgan Nasdaq Equity Premium Income ETF · $42.5B[…]

JEPQ

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JEPQ vs SOXX: Top 5 Holdings

Today

JEPQ

27.3%in top 5

SOXX

in top 538.7%

JEPQStockSOXX

not top 5AMD10.2%

not top 5AVGO8.1%

not top 5MU7.4%

7.2%AAPLnot top 5

5.9%NVDA

Cost, Income and Risk

Fees: JEPQ, WCBR, SOXX, SMH

Today

0.33%lowest, SOXX

FundExpense ratioFee$10k

SOXX0.33%$33

JEPQ0.35%$35

SMH0.35%$35

WCBR0.45%$45

End-of-day Nov 13, 2026 · fee on $10,000 a year

Popular Pairs Near These Four

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.7%

JEPIJ.P. Morgan

+8.2%

+6.7%Year to date+8.2%

12.4%Yield7.9%

$42.5BAssets$47.1B

1–1level

End-of-day Nov 13, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

SOXX

iShares Semiconductor ETF · $41.2B$27,032

$10,000 five years ago, dividends reinvested · they hold 24.6% in common

JEPQMeasureSOXX

+6.7%Year to dateJan 1 → Nov 13+49.0%

+7.6%1 yearTotal return+49.9%

+17.4%3 years · per year$10,000 became $16,188 · $28,602+41.9%

[…]5 years · per year$10,000 became […] · $27,032+22.0%

0.35%Expense ratio$35 · $33 a year on $10k · lower is better0.33%

12.37%Trailing 12-mo yield$1,237 · $28 a year on $10k0.28%

−11.5%Worst dropSmaller is better−39.5%

17.0%VolatilityLower is calmer50.2%

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

3–4SOXX wins

End-of-day Nov 13, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

6.9%

not top 5INTC6.1%

5.6%MSFTnot top 5

4.3%GOOGnot top 5

4.2%AMZNnot top 5

Held in common24.6%

End-of-day Nov 13, 2026 · share of each fund

JEPQ vs SOXX Returns, Every Period

1Y

J.P. MorganJEPQ

+7.6%

past year

SOXXiShares

+49.9%

past year

JEPQSOXXFaded: behind in that period

0–3SOXX wins

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

Income vs Thematic: JEPQ vs SOXX

YTD

J.P. MorganJEPQ

+6.7%

SOXXiShares

+49.0%

+6.7%Year to date+49.0%

−11.5%Worst drop · 1Y−39.5%

17.0%Volatility · 1Y50.2%

12.4%Yield0.3%

$42.5BAssets$41.2B

3–1JEPQ wins

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

Yields: JEPQ, WCBR, SOXX, SMH

1Y

12.37%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.37%$1,237

SOXX0.28%$28

SMH0.23%$23

WCBR0.00%$0

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$1,202most kept, JEPQ

JEPQ$1,237 − $35 = $1,202

SOXX$28 − $33 = −$5

SMH$23 − $35 = −$12

WCBR$0 − $45 = −$45

KeptFee

End-of-day Nov 13, 2026 · yield in dollars minus the fee

Overlap: JEPQ, WCBR, SOXX, SMH

Today

70.4%most shared, SOXX and SMH

JEPQWCBRSOXXSMH

JEPQ—2.3%24.6%25.1%

WCBR2.3%—0.0%0.0%

SOXX24.6%0.0%—70.4%

SMH25.1%0.0%70.4%—

End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

1Y

+49.9%SOXX, at 50.2% volatility

JEPQWorst drop−11.5%17.0% vol

WCBRWorst drop−27.8%41.6% vol

SMHWorst drop−33.1%43.3% vol

SOXXWorst drop−39.5%50.2% vol

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQWCBR

+6.7%Year to date+54.2%

12.4%Yield0.0%

+7.6%Past year+36.4%

0.35%Fee0.45%

2–2level

End-of-day Nov 13, 2026

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 13, 2026

Year to date

+11.5%

1.0%Yield1.0%

$186BAssets$807B

0–0level

End-of-day Nov 13, 2026

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JEPQ, WCBR, SOXX and SMH

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four