Compare · 3 funds side by side · dividends reinvested

PBW, JEPI and SMH

PBWInvesco×JEPIJ.P. Morgan×SMHVanEck×

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$35,624SMH · best of the three

Story of the three · IncomeMost incomeJEPI · 7.92% · $792 a year on $10k

Story of the three · RiskSmallest drop

PBW, JEPI and SMH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.92%+7.6%+10.6%+10.9%+7.6%−6.7%9.0%$46.6B1.5

VanEck Semiconductor ETFThematic · AI & semis0.35%0.23%+34.3%+39.4%+48.6%+28.9%−33.1%43.1%$63.5B1.5

Invesco WilderHill Clean Energy ETFThematic · Clean energy & EV0.63%2.54%−12.4%−15.8%+1.1%−20.2%−47.1%43.3%$316M2.9

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 10, 2026 · returns include dividends · since: PBW 2005 · JEPI 2020 · SMH 2011

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Invesco WilderHill Clean Energy ETF · $316M$3,245

PBW

JEPI

JPMorgan Equity Premium Income ETF · $46.6B$14,429

$10,000 five years ago, dividends reinvested · they hold 0.4% in common

PBWMeasure

More Ways to See the Pairs

PBW vs JEPI: Top 5 Holdings

Today

PBW

10.9%in top 5

JEPI

in top 59.8%

PBWStockJEPI

2.5%ARRYnot top 5

2.5%NXTnot top 5

not top 5MSFT2.0%

not top 5MA2.0%

2.0%BETAnot top 5

Cost, Income and Risk

Fees: PBW, JEPI, SMH

Today

0.35%lowest, JEPI

FundExpense ratioFee$10k

JEPI0.35%$35

SMH0.35%$35

PBW0.63%$63

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

Yields: PBW, JEPI, SMH

Popular Pairs Near These Three

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

+6.0%Year to date+7.6%

12.4%Yield7.9%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 10, 2026

SOXX vs SMH

YTD

iSharesSOXX

+46.3%

SMHVanEck

+34.3%

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

JEPI

−12.4%Year to dateJan 1 → Nov 10+7.6%

−15.8%1 yearTotal return+10.6%

+1.1%3 years · per year$10,000 became $10,338 · $13,634+10.9%

−20.2%5 years · per year$10,000 became $3,245 · $14,429+7.6%

0.63%Expense ratio$63 · $35 a year on $10k · lower is better0.35%

2.54%Trailing 12-mo yield$254 · $792 a year on $10k7.92%

−47.1%Worst dropSmaller is better−6.7%

43.3%VolatilityLower is calmer9.0%

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

0–8JEPI wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

2.0%JKSnot top 5

not top 5AAPL2.0%

2.0%CDLRnot top 5

not top 5AMZN1.9%

not top 5MMM1.9%

Held in common0.4%

End-of-day Nov 10, 2026 · share of each fund

PBW vs JEPI Returns, Every Period

5Y

InvescoPBW

−20.2%

5 years, per year

JEPIJ.P. Morgan

+7.6%

5 years, per year

PBWJEPIFaded: behind in that period

0–4JEPI wins

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

Thematic vs Income: PBW vs JEPI

YTD

InvescoPBW

−12.4%

JEPIJ.P. Morgan

+7.6%

−12.4%Year to date+7.6%

−47.1%Worst drop · 1Y−6.7%

43.3%Volatility · 1Y9.0%

2.5%Yield7.9%

$316MAssets$46.6B

4–0JEPI wins

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

1Y

7.92%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.92%$792

PBW2.54%$254

SMH0.23%$23

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$757most kept, JEPI

JEPI$792 − $35 = $757

PBW$254 − $63 = $191

SMH$23 − $35 = −$12

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: PBW, JEPI, SMH

Today

7.7%most shared, JEPI and SMH

PBWJEPISMH

PBW—0.4%1.5%

JEPI0.4%—7.7%

SMH1.5%7.7%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+39.4%SMH, at 43.1% volatility

JEPIWorst drop−6.7%9.0% vol

SMHWorst drop−33.1%43.1% vol

PBWWorst drop−47.1%43.3% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

JEPISMH

+7.6%Year to date+34.3%

7.9%Yield0.2%

+10.6%Past year+39.4%

0.35%Fee0.35%

2–1SMH wins

End-of-day Nov 10, 2026

+46.3%Year to date+34.3%

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

$41.4BAssets$63.5B

2–0SOXX wins

End-of-day Nov 10, 2026

+33.8%Year to date+15.1%

2.9%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

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PBW, JEPI and SMH

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three