Compare · 4 funds side by side · dividends reinvested

PIPE, SCHD, SMH and JEPQ

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

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

PIPE, SCHD, SMH and JEPQ, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.92%+34.9%+37.5%+20.2%+10.4%−6.9%11.7%$124B1.6

VanEck Semiconductor ETFThematic · AI & semis0.35%0.23%+35.2%+37.3%+48.3%+27.6%−33.1%43.3%$62.7B2.4

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.37%+6.7%+7.6%+17.4%[…]−11.5%17.0%$42.5B2.7

Invesco SteelPath MLP & Energy Infrastructure ETFThematic · Infrastructure0.75%3.96%+25.7%+29.0%[…][…]−10.7%17.4%$64M2.8

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: PIPE 2025 · SCHD 2011 · SMH 2011 · JEPQ 2022

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Invesco SteelPath MLP & Energy Infrastructure ETF · $64M[…]

PIPE

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PIPE vs SCHD: Top 5 Holdings

Today

PIPE

33.2%in top 5

SCHD

in top 521.8%

PIPEStockSCHD

9.0%TRGPnot top 5

6.5%PAGPnot top 5

6.2%WMBnot top 5

6.0%TRPnot top 5

5.6%LNGnot top 5

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 13, 2026 · fee on $10,000 a year

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 13, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.7%

JEPIJ.P. Morgan

+8.2%

SOXX vs SMH

YTD

iSharesSOXX

+49.0%

SMHVanEck

+35.2%

SCHD

Schwab U.S. Dividend Equity ETF · $124B$16,418

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

PIPEMeasureSCHD

+25.7%Year to dateJan 1 → Nov 13+34.9%

+29.0%1 yearTotal return+37.5%

[…]3 years · per year$10,000 became […] · $17,374+20.2%

[…]5 years · per year$10,000 became […] · $16,418+10.4%

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

3.96%Trailing 12-mo yield$396 · $292 a year on $10k2.92%

−10.7%Worst dropSmaller is better−6.9%

17.4%VolatilityLower is calmer11.7%

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

1–5SCHD wins

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

not top 5TXN4.8%

not top 5PG4.4%

not top 5KO4.3%

not top 5HD4.2%

not top 5AMGN4.1%

Held in common1.3%

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

PIPE vs SCHD Returns, Every Period

1Y

InvescoPIPE

+29.0%

past year

SCHDSchwab

+37.5%

past year

PIPESCHDFaded: behind in that period

0–2SCHD wins

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

Thematic vs Income: PIPE vs JEPQ

YTD

InvescoPIPE

+25.7%

JEPQJ.P. Morgan

+6.7%

+25.7%Year to date+6.7%

−10.7%Worst drop · 1Y−11.5%

17.4%Volatility · 1Y17.0%

4.0%Yield12.4%

$64.3MAssets$42.5B

2–2level

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

Yields: PIPE, SCHD, SMH, JEPQ

1Y

12.37%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.37%$1,237

PIPE3.96%$396

SCHD2.92%$292

SMH0.23%$23

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

PIPE$396 − $75 = $321

SCHD$292 − $6 = $286

SMH$23 − $35 = −$12

KeptFee

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

Overlap: PIPE, SCHD, SMH, JEPQ

Today

25.1%most shared, SMH and JEPQ

PIPESCHDSMHJEPQ

PIPE—1.3%0.0%0.0%

SCHD1.3%—8.8%3.8%

SMH0.0%8.8%—25.1%

JEPQ0.0%3.8%25.1%—

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

Return vs Bumpiness: 4 ETFs

1Y

+37.5%SCHD, at 11.7% volatility

SCHDWorst drop−6.9%11.7% vol

JEPQWorst drop−11.5%17.0% vol

PIPEWorst drop−10.7%17.4% vol

SMHWorst drop−33.1%43.3% vol

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

Paid More vs Made More

YTD

JEPQSMH

+6.7%Year to date+35.2%

12.4%Yield0.2%

+7.6%Past year+37.3%

0.35%Fee0.35%

2–1SMH wins

End-of-day Nov 13, 2026

+6.7%Year to date+8.2%

12.4%Yield7.9%

$42.5BAssets$47.1B

1–1level

End-of-day Nov 13, 2026

+49.0%Year to date+35.2%

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

$41.2BAssets$62.7B

2–0SOXX wins

End-of-day Nov 13, 2026

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PIPE, SCHD, SMH and JEPQ

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four