Compare · 4 funds side by side · dividends reinvested

SCHD, SSS, SMH and JEPQ

SCHDSchwab×SSSOnefund Trust×SMHVanEck×JEPQJ.P. Morgan×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$34,950SMH · best of the four

02 / 04

SCHD, SSS, SMH and JEPQ, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%3.00%+31.4%+37.0%+20.0%+10.2%−6.9%11.7%$120B1.4

VanEck Semiconductor ETFThematic · AI & semis0.35%0.24%+28.8%+29.5%+48.9%+28.4%−33.1%42.9%$57.7B2.1

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.79%+3.2%+4.5%+17.4%[…]−11.5%16.7%$42.6B2.3

CYBER HORNET S&P 500 and Solana 75/25 Strategy ETFThematic · Cyber & cloud0.85%0.08%[…][…][…][…][…][…]$560K4.0

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

End-of-day Nov 6, 2026 · returns include dividends · since: SCHD 2011 · SSS 2026 · SMH 2011 · JEPQ 2022

Head to Head

Swap sides Versus in desk

Head to Head

Schwab U.S. Dividend Equity ETF · $120B$16,267

SCHD

SSS

CYBER HORNET S&P 500 and Solana 75/25 Strategy ETF · $560K[…]

$10,000 five years ago, dividends reinvested · they hold 6.6% in common

SCHDMeasureSSS

+31.4%Year to dateJan 1 → Nov 6[…]

+37.0%1 yearTotal return[…]

+20.0%3 years · per year$10,000 became $17,266 · […][…]

+10.2%5 years · per year$10,000 became $16,267 · […][…]

0.06%Expense ratio$6 · $85 a year on $10k · lower is better0.85%

3.00%Trailing 12-mo yield$300 · $8 a year on $10k0.08%

−6.9%Worst dropSmaller is better[…]

11.7%VolatilityLower is calmer[…]

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

2–0SCHD wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SCHD vs SSS: Top 5 Holdings

Today

SCHD

21.4%in top 5

SSS

in top 521.2%

SCHDStockSSS

not top 5AAPL6.1%

not top 5NVDA5.3%

not top 5MSFT4.8%

4.5%PGnot top 5

4.3%HDnot top 5

4.3%TXNnot top 5

4.3%KOnot top 5

4.1%AMGNnot top 5

not top 5AMZN3.1%

not top 5GOOGL2.0%

Held in common6.6%

End-of-day Nov 6, 2026 · share of each fund

SCHD vs SSS Returns, Every Period

SchwabSCHD

+37.0%

past year

SSSOnefund Trust

[…]

past year

Returns […]

SCHDSSSFaded: behind in that period

0–0Level

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

SCHD vs JEPQ

YTD

SchwabSCHD

+31.4%

JEPQJ.P. Morgan

+3.2%

+31.4%Year to date+3.2%

−6.9%Worst drop · 1Y−11.5%

11.7%Volatility · 1Y16.7%

3.0%Yield12.8%

$120BAssets$42.6B

3–1SCHD wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SCHD, SSS, SMH, JEPQ

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

SMH0.35%$35

JEPQ0.35%$35

SSS0.85%$85

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: SCHD, SSS, SMH, JEPQ

12.79%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.79%$1,279

SCHD3.00%$300

SMH0.24%$24

SSS0.08%$8

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$1,244most kept, JEPQ

JEPQ$1,279 − $35 = $1,244

SCHD$300 − $6 = $294

SMH$24 − $35 = −$11

SSS$8 − $85 = −$77

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: SCHD, SSS, SMH, JEPQ

Today

39.5%most shared, SSS and JEPQ

SCHDSSSSMHJEPQ

SCHD—6.6%7.9%3.8%

SSS6.6%—11.1%39.5%

SMH7.9%11.1%—23.2%

JEPQ3.8%39.5%23.2%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+37.0%SCHD, at 11.7% volatility

SCHDWorst drop−6.9%11.7% vol

JEPQWorst drop−11.5%16.7% vol

SMHWorst drop−33.1%42.9% vol

SSSWorst drop[…][…]

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQSCHD

+3.2%Year to date+31.4%

12.8%Yield3.0%

+4.5%Past year+37.0%

0.35%Fee0.06%

3–1SCHD wins

End-of-day Nov 6, 2026

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SOXX vs SMH

YTD

iSharesSOXX

+36.2%

SMHVanEck

+28.8%

+36.2%Year to date+28.8%

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

$37.6BAssets$57.7B

2–0SOXX wins

End-of-day Nov 6, 2026