Compare · 4 funds side by side · dividends reinvested

PIPE, SCHD, SMH and JEPQ

PIPEInvesco×SCHDSchwab×SMHVanEck×JEPQJ.P. Morgan×

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, SCHD, SMH and JEPQ, 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%$122B1.8

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

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.39%+6.6%+9.2%+18.2%[…]−11.5%16.9%$40.7B2.7

Invesco SteelPath MLP & Energy Infrastructure ETFThematic · Infrastructure0.75%4.11%+21.3%+27.0%[…][…]−10.7%17.4%$60M2.8

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

End-of-day Nov 9, 2026 · returns include dividends · since: PIPE 2025 · SCHD 2011 · SMH 2011 · JEPQ 2022

Head to Head

Swap sides Versus in desk

Head to Head

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

PIPE

SCHD

Schwab U.S. Dividend Equity ETF · $122B$16,459

$10,000 five years ago, dividends reinvested · they hold 1.3% in common

PIPEMeasureSCHD

+21.3%Year to dateJan 1 → Nov 9+33.2%

+27.0%1 yearTotal return+39.1%

[…]3 years · per year$10,000 became […] · $17,123+19.6%

[…]5 years · per year$10,000 became […] · $16,459+10.5%

0.75%Expense ratio$75 · $6 a year on $10k · lower is better0.06%

4.11%Trailing 12-mo yield$411 · $296 a year on $10k2.96%

−10.7%Worst dropSmaller is better−6.9%

17.4%VolatilityLower is calmer11.8%

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

1–5SCHD 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 SCHD: Top 5 Holdings

Today

PIPE

32.6%in top 5

SCHD

in top 521.4%

PIPEStockSCHD

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 5PG4.4%

not top 5TXN4.3%

not top 5KO4.3%

not top 5HD4.3%

not top 5AMGN4.1%

Held in common1.3%

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

PIPE vs SCHD Returns, Every Period

InvescoPIPE

+27.0%

past year

SCHDSchwab

+39.1%

past year

PIPESCHDFaded: behind in that period

0–2SCHD wins

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

Thematic vs Income: PIPE vs JEPQ

YTD

InvescoPIPE

+21.3%

JEPQJ.P. Morgan

+6.6%

+21.3%Year to date+6.6%

−10.7%Worst drop · 1Y−11.5%

17.4%Volatility · 1Y16.9%

4.1%Yield12.4%

$60.1MAssets$40.7B

2–2level

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

Cost, Income and Risk

Fees: PIPE, SCHD, SMH, JEPQ

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

SMH0.35%$35

JEPQ0.35%$35

PIPE0.75%$75

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

Yields: PIPE, SCHD, SMH, JEPQ

12.39%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.39%$1,239

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

$1,204most kept, JEPQ

JEPQ$1,239 − $35 = $1,204

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, SCHD, SMH, JEPQ

Today

23.9%most shared, SMH and JEPQ

PIPESCHDSMHJEPQ

PIPE—1.3%0.0%0.0%

SCHD1.3%—8.2%3.8%

SMH0.0%8.2%—23.9%

JEPQ0.0%3.8%23.9%—

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

SCHDWorst drop−6.9%11.8% vol

JEPQWorst drop−11.5%16.9% 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

JEPQSMH

+6.6%Year to date+35.3%

12.4%Yield0.2%

+9.2%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%

$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