Compare · 4 funds side by side · dividends reinvested

PIPE, JEPI, SCHD and SMH

PIPEInvesco×JEPIJ.P. Morgan×SCHDSchwab×SMHVanEck×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$36,298SMH · best of the four

02 / 04

PIPE, JEPI, SCHD and SMH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.96%+33.2%+39.1%+19.6%+10.5%−6.9%11.8%$120B2.0

VanEck Semiconductor ETFThematic · AI & semis0.35%0.23%+35.3%+39.3%+50.1%+29.4%−33.1%43.1%$60.7B2.3

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.93%+7.5%+10.9%+11.0%+7.6%−6.7%9.0%$45.2B2.4

Invesco SteelPath MLP & Energy Infrastructure ETFThematic · Infrastructure0.75%4.11%+21.3%+27.0%[…][…]−10.7%17.4%$60M3.0

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: PIPE 2025 · JEPI 2020 · SCHD 2011 · SMH 2011

Head to Head

Swap sides Versus in desk

Head to Head

Invesco SteelPath MLP & Energy Infrastructure ETF · $60M[…]

PIPE

JEPI

JPMorgan Equity Premium Income ETF · $45.2B$14,448

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

PIPEMeasureJEPI

+21.3%Year to dateJan 1 → Nov 9+7.5%

+27.0%1 yearTotal return+10.9%

[…]3 years · per year$10,000 became […] · $13,679+11.0%

[…]5 years · per year$10,000 became […] · $14,448+7.6%

0.75%Expense ratio$75 · $35 a year on $10k · lower is better0.35%

4.11%Trailing 12-mo yield$411 · $793 a year on $10k7.93%

−10.7%Worst dropSmaller is better−6.7%

17.4%VolatilityLower is calmer9.0%

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

2–4JEPI wins

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

More Ways to See the Pairs

PIPE vs JEPI: Top 5 Holdings

Today

PIPE

32.6%in top 5

JEPI

in top 59.9%

PIPEStockJEPI

8.5%TRGPnot top 5

6.7%PAGPnot top 5

6.0%TRPnot top 5

6.0%WMBnot top 5

5.3%LNGnot top 5

not top 5MA2.0%

not top 5MSFT2.0%

not top 5AAPL2.0%

not top 5V1.9%

not top 5MMM1.9%

Held in common0.0%

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

PIPE vs JEPI Returns, Every Period

InvescoPIPE

+27.0%

past year

JEPIJ.P. Morgan

+10.9%

past year

PIPEJEPIFaded: behind in that period

2–0PIPE wins

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

Thematic vs Income: PIPE vs JEPI

YTD

InvescoPIPE

+21.3%

JEPIJ.P. Morgan

+7.5%

+21.3%Year to date+7.5%

−10.7%Worst drop · 1Y−6.7%

17.4%Volatility · 1Y9.0%

4.1%Yield7.9%

$60.1MAssets$45.2B

3–1JEPI wins

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

Cost, Income and Risk

Fees: PIPE, JEPI, SCHD, SMH

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

JEPI0.35%$35

SMH0.35%$35

PIPE0.75%$75

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

Yields: PIPE, JEPI, SCHD, SMH

7.93%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.93%$793

PIPE4.11%$411

SCHD2.96%$296

SMH0.23%$23

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$758most kept, JEPI

JEPI$793 − $35 = $758

PIPE$411 − $75 = $336

SCHD$296 − $6 = $290

SMH$23 − $35 = −$12

KeptFee

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

Overlap: PIPE, JEPI, SCHD, SMH

Today

8.4%most shared, JEPI and SCHD

PIPEJEPISCHDSMH

PIPE—0.0%1.3%0.0%

JEPI0.0%—8.4%7.4%

SCHD1.3%8.4%—8.2%

SMH0.0%7.4%8.2%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+39.3%SMH, at 43.1% volatility

JEPIWorst drop−6.7%9.0% vol

SCHDWorst drop−6.9%11.8% vol

PIPEWorst drop−10.7%17.4% 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

JEPISMH

+7.5%Year to date+35.3%

7.9%Yield0.2%

+10.9%Past year+39.3%

0.35%Fee0.35%

2–1SMH wins

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%

$120BAssets$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

$39.1BAssets$60.7B

2–0SOXX wins

End-of-day Nov 9, 2026