Today
VOO−4.4%IVV−4.4%SPY−4.4%VTI−4.4%QQQ−6.5%VUG−5.5%VEA−3.7%IEFA−3.0%VTV−3.1%SPYM−4.4%VXUS−3.7%BND+0.2%VGT−7.3%IEMG−5.6%AGG+0.2%GLD+0.8%VWO−3.6%IJH−3.9%SCHD−2.2%SGOV+0.0%XLK−8.0%IWF−6.4%VIG−3.3%QQQM−6.3%RSP−2.9%IJR−3.8%VO−3.5%ITOT−4.4%DFAC−4.0%IWD−2.6%
End-of-day · FMP
The ETF TrackerBY WOLF
Portfolio

Compare · 3 funds side by side · dividends reinvested

SCHD, JEPI and SMH

SCHDSchwab×JEPIJ.P. Morgan×SMHVanEck×
Versus in desk
$5k$10k$15k$20k$25k$30k$35k$40k$45k$50kLow $6,505 · 2022SMH$33,824SCHD$16,375JEPI$14,108Oct 2021Nov 2026Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$33,824SMH · best of the three
02 / 04

SCHD, JEPI and SMH, Ranked

Today
FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank
Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.98%+32.3%+38.7%+20.3%+10.4%−6.9%11.7%$120B1.6
JPMorgan Equity Premium Income ETFIncome · Premium income0.35%8.09%+5.2%+8.3%+11.0%+7.1%−6.7%8.8%$46.8B2.1
VanEck Semiconductor ETFThematic · AI & semis0.35%0.25%+24.3%+27.3%+48.4%+27.6%−33.1%42.8%$57.7B2.1
Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best
End-of-day Nov 5, 2026 · returns include dividends · since: SCHD 2011 · JEPI 2020 · SMH 2011
@TheETFTracker·theetftracker.com

Head to Head

Swap sidesVersus in desk

Head to Head

5Y
Schwab U.S. Dividend Equity ETF · $120B$16,375
SCHD
JEPI
JPMorgan Equity Premium Income ETF · $46.8B$14,108

$10,000 five years ago, dividends reinvested · they hold 8.1% in common

SCHDMeasureJEPI
+32.3%Year to dateJan 1 → Nov 5+5.2%
+38.7%1 yearTotal return+8.3%
+20.3%3 years · per year$10,000 became $17,414 · $13,674+11.0%
+10.4%5 years · per year$10,000 became $16,375 · $14,108+7.1%
0.06%Expense ratio$6 · $35 a year on $10k · lower is better0.35%
2.98%Trailing 12-mo yield$298 · $809 a year on $10k8.09%
−6.9%Worst dropSmaller is better−6.7%
11.7%VolatilityLower is calmer8.8%
SCHDJEPI Winner of the row, in its colourEach row: the bigger of the two fills its side
5–3SCHD wins
End-of-day Nov 5, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns
@TheETFTracker·theetftracker.com

More Ways to See the Pairs

SCHD vs JEPI: Top 5 Holdings

Today
SCHD
21.7%in top 5
JEPI
in top 59.9%
SCHDStockJEPI
4.7%TXNnot top 5
4.4%PGnot top 5
4.3%HDnot top 5
4.2%KOnot top 5
4.2%AMGNnot top 5
not top 5MA2.0%
not top 5MSFT2.0%
not top 5MMM1.9%
not top 5AAPL1.9%
not top 5V1.9%
Held in common8.1%
End-of-day Nov 5, 2026 · share of each fund
@TheETFTracker·theetftracker.com

SCHD vs JEPI Returns, Every Period

5Y
SchwabSCHD
+10.4%
5 years, per year
JEPIJ.P. Morgan
+7.1%
5 years, per year
0%+10%+20%+30%+40%+32.3%+5.2%YTD+38.7%+8.3%1 year+20.3%+11.0%3 yrs · yr+10.4%+7.1%5 yrs · yr
SCHDJEPIFaded: behind in that period
4–0SCHD wins
End-of-day Nov 5, 2026 · dividends in · faded = behind in that period
@TheETFTracker·theetftracker.com

SCHD vs JEPI

YTD
SchwabSCHD
+32.3%
JEPIJ.P. Morgan
+5.2%
Jan 1Nov 5+32.3%+5.2%
+32.3%Year to date+5.2%
−6.9%Worst drop · 1Y−6.7%
11.7%Volatility · 1Y8.8%
3.0%Yield8.1%
$120BAssets$46.8B
3–1JEPI wins
End-of-day Nov 5, 2026 · smaller drop and lower volatility win
@TheETFTracker·theetftracker.com

Cost, Income and Risk

Fees: SCHD, JEPI, SMH

Today
0.06%lowest, SCHD
FundExpense ratioFee$10k
SCHD0.06%$6
JEPI0.35%$35
SMH0.35%$35
End-of-day Nov 5, 2026 · fee on $10,000 a year
@TheETFTracker·theetftracker.com

Yields: SCHD, JEPI, SMH

1Y
8.09%highest, JEPI
FundTrailing yieldYield$10k
JEPI8.09%$809
SCHD2.98%$298
SMH0.25%$25
End-of-day Nov 5, 2026 · trailing 12-month yield
@TheETFTracker·theetftracker.com

Income After Fees on $10,000

1Y
$774most kept, JEPI
JEPI$809 − $35 = $774
SCHD$298 − $6 = $292
SMH$25 − $35 = −$10
KeptFee
End-of-day Nov 5, 2026 · yield in dollars minus the fee
@TheETFTracker·theetftracker.com

Overlap: SCHD, JEPI, SMH

Today
8.6%most shared, SCHD and SMH
SCHDJEPISMH
SCHD—8.1%8.6%
JEPI8.1%—7.3%
SMH8.6%7.3%—
End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus
@TheETFTracker·theetftracker.com

Return vs Bumpiness: 3 ETFs

1Y
+38.7%SCHD, at 11.7% volatility
0%+10%+20%+30%+40%+50%0%10%20%30%40%50%Volatility · 1 year → bumpierSCHD +38.7%SMH +27.3%JEPI +8.3%
JEPIWorst drop−6.7%8.8% vol
SCHDWorst drop−6.9%11.7% vol
SMHWorst drop−33.1%42.8% vol
End-of-day Nov 5, 2026 · up and left is better
@TheETFTracker·theetftracker.com

Paid More vs Made More

YTD
JEPISCHD
Jan 1Nov 5+5.2%+32.3%
+5.2%Year to date+32.3%
8.1%Yield3.0%
+8.3%Past year+38.7%
0.35%Fee0.06%
3–1SCHD wins
End-of-day Nov 5, 2026
@TheETFTracker·theetftracker.com

Popular Pairs Near These Three

SCHD vs VIG

YTD
SchwabSCHD
+32.3%
VIGVanguard
+12.5%
Jan 1Nov 5+32.3%+12.5%
+32.3%Year to date+12.5%
3.0%Yield1.5%
$120BAssets$109B
2–0SCHD wins
End-of-day Nov 5, 2026
@TheETFTracker·theetftracker.com

JEPQ vs JEPI

YTD
J.P. MorganJEPQ
+8.5%
JEPIJ.P. Morgan
+5.2%
Jan 1Nov 5+8.5%+5.2%
+8.5%Year to date+5.2%
12.2%Yield8.1%
$42.6BAssets$46.8B
2–0JEPQ wins
End-of-day Nov 5, 2026
@TheETFTracker·theetftracker.com

SOXX vs SMH

YTD
iSharesSOXX
+31.6%
SMHVanEck
+24.3%
Jan 1Nov 5+31.6%+24.3%
+31.6%Year to date+24.3%
0.33% · $33Fee · on $10k a year0.35% · $35
$37.6BAssets$57.7B
2–0SOXX wins
End-of-day Nov 5, 2026
@TheETFTracker·theetftracker.com
Also playingIssuersVisualizationsMarketsFeedPortfolioDaily email