Compare · 4 funds side by side · dividends reinvested

SCHD, WCBR, SMH and JEPI

SCHDSchwab×WCBRWisdomTree×SMHVanEck×JEPIJ.P. Morgan×

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Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$35,624SMH · best of the four

Story of the four · IncomeMost incomeJEPI · 7.92% · $792 a year on $10k

Story of the four · RiskSmallest drop

SCHD, WCBR, SMH and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.94%+33.8%+38.8%+19.5%+10.4%−6.9%11.8%$123B2.1

VanEck Semiconductor ETFThematic · AI & semis0.35%0.23%+34.3%+39.4%+48.6%+28.9%−33.1%43.1%$63.5B2.3

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.92%+7.6%+10.6%+10.9%+7.6%−6.7%9.0%$46.6B2.6

WisdomTree Cybersecurity FundThematic · Cyber & cloud0.45%0.00%+53.8%+36.9%+28.7%+8.5%−29.1%41.6%$197M2.9

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

End-of-day Nov 10, 2026 · returns include dividends · since: SCHD 2011 · WCBR 2021 · SMH 2011 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

5Y

WisdomTree Cybersecurity Fund · $197M$15,035

WCBR

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WCBR vs SCHD: Top 5 Holdings

Today

WCBR

29.9%in top 5

SCHD

in top 521.4%

WCBRStockSCHD

6.7%ZSnot top 5

6.1%Snot top 5

5.9%NTSKnot top 5

5.8%CRWDnot top 5

5.5%TENBnot top 5

Cost, Income and Risk

Fees: SCHD, WCBR, SMH, JEPI

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

SMH0.35%$35

JEPI0.35%$35

WCBR0.45%$45

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

Popular Pairs Near These Four

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

+33.8%Year to date+15.1%

2.9%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

SOXX vs SMH

YTD

iSharesSOXX

+46.3%

SMHVanEck

+34.3%

SCHD

Schwab U.S. Dividend Equity ETF · $123B$16,428

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

WCBRMeasureSCHD

+53.8%Year to dateJan 1 → Nov 10+33.8%

+36.9%1 yearTotal return+38.8%

+28.7%3 years · per year$10,000 became $21,293 · $17,062+19.5%

+8.5%5 years · per year$10,000 became $15,035 · $16,428+10.4%

0.45%Expense ratio$45 · $6 a year on $10k · lower is better0.06%

0.00%Trailing 12-mo yield$0 · $294 a year on $10k2.94%

−29.1%Worst dropSmaller is better−6.9%

41.6%VolatilityLower is calmer11.8%

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

2–6SCHD wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5PG4.4%

not top 5TXN4.3%

not top 5KO4.3%

not top 5HD4.3%

not top 5AMGN4.1%

Held in common0.0%

End-of-day Nov 10, 2026 · share of each fund

WCBR vs SCHD Returns, Every Period

5Y

WisdomTreeWCBR

+8.5%

5 years, per year

SCHDSchwab

+10.4%

5 years, per year

WCBRSCHDFaded: behind in that period

2–2Level

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

Thematic vs Income: WCBR vs JEPI

YTD

WisdomTreeWCBR

+53.8%

JEPIJ.P. Morgan

+7.6%

+53.8%Year to date+7.6%

−29.1%Worst drop · 1Y−6.7%

41.6%Volatility · 1Y9.0%

0.0%Yield7.9%

$197MAssets$46.6B

3–1JEPI wins

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

Yields: SCHD, WCBR, SMH, JEPI

1Y

7.92%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.92%$792

SCHD2.94%$294

SMH0.23%$23

WCBR0.00%$0

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$757most kept, JEPI

JEPI$792 − $35 = $757

SCHD$294 − $6 = $288

SMH$23 − $35 = −$12

WCBR$0 − $45 = −$45

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: SCHD, WCBR, SMH, JEPI

Today

8.3%most shared, SCHD and JEPI

SCHDWCBRSMHJEPI

SCHD—0.0%8.2%8.3%

WCBR0.0%—0.0%0.3%

SMH8.2%0.0%—7.7%

JEPI8.3%0.3%7.7%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

1Y

+39.4%SMH, at 43.1% volatility

JEPIWorst drop−6.7%9.0% vol

SCHDWorst drop−6.9%11.8% vol

WCBRWorst drop−29.1%41.6% vol

SMHWorst drop−33.1%43.1% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

JEPIWCBR

+7.6%Year to date+53.8%

7.9%Yield0.0%

+10.6%Past year+36.9%

0.35%Fee0.45%

2–2level

End-of-day Nov 10, 2026

+6.0%Year to date+7.6%

12.4%Yield7.9%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 10, 2026

+46.3%Year to date+34.3%

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

$41.4BAssets$63.5B

2–0SOXX wins

End-of-day Nov 10, 2026

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SCHD, WCBR, SMH and JEPI

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four