Compare · 2 funds side by side · dividends reinvested

SEMI and JEPI

SEMIColumbia Threadneedle×JEPIJ.P. Morgan×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,108JEPI · best of the two

02 / 04

SEMI and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%8.09%+5.2%+8.3%+11.0%+7.1%−6.7%8.8%$46.1B1.3

Columbia Select Technology ETFSectors · Technology0.75%4.22%+6.2%+4.9%+25.5%[…]−21.3%29.9%$41M1.7

Rank among the two1st → 2ndFee, 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: SEMI 2022 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

Columbia Select Technology ETF · $41M[…]

SEMI

JEPI

JPMorgan Equity Premium Income ETF · $46.1B$14,108

$10,000 five years ago, dividends reinvested · they hold 21.2% in common

SEMIMeasureJEPI

+6.2%Year to dateJan 1 → Nov 5+5.2%

+4.9%1 yearTotal return+8.3%

+25.5%3 years · per year$10,000 became $19,763 · $13,674+11.0%

[…]5 years · per year$10,000 became […] · $14,108+7.1%

0.75%Expense ratio$75 · $35 a year on $10k · lower is better0.35%

4.22%Trailing 12-mo yield$422 · $809 a year on $10k8.09%

−21.3%Worst dropSmaller is better−6.7%

29.9%VolatilityLower is calmer8.8%

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

2–5JEPI wins

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

More Ways to See the Pairs

SEMI vs JEPI: Top 5 Holdings

Today

SEMI

43.4%in top 5

JEPI

in top 59.9%

SEMIStockJEPI

14.1%NVDAnot top 5

9.1%AAPL1.9%

7.4%MSFT2.0%

7.0%AVGOnot top 5

5.7%MUnot top 5

not top 5MA2.0%

not top 5MMM1.9%

not top 5V1.9%

Held in common21.2%

End-of-day Nov 5, 2026 · share of each fund

SEMI vs JEPI Returns, Every Period

Columbia ThreadneedleSEMI

+4.9%

past year

JEPIJ.P. Morgan

+8.3%

past year

SEMIJEPIFaded: behind in that period

2–1SEMI wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Sector vs Income: SEMI vs JEPI

YTD

Columbia ThreadneedleSEMI

+6.2%

JEPIJ.P. Morgan

+5.2%

+6.2%Year to date+5.2%

−21.3%Worst drop · 1Y−6.7%

29.9%Volatility · 1Y8.8%

4.2%Yield8.1%

$41.0MAssets$46.1B

3–1JEPI wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SEMI, JEPI

Today

0.35%lowest, JEPI

FundExpense ratioFee$10k

JEPI0.35%$35

SEMI0.75%$75

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: SEMI, JEPI

8.09%highest, JEPI

FundTrailing yieldYield$10k

JEPI8.09%$809

SEMI4.22%$422

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$774most kept, JEPI

JEPI$809 − $35 = $774

SEMI$422 − $75 = $347

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: SEMI, JEPI

Today

21.2%most shared, SEMI and JEPI

SEMIJEPI

SEMI—21.2%

JEPI21.2%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+8.3%JEPI, at 8.8% volatility

JEPIWorst drop−6.7%8.8% vol

SEMIWorst drop−21.3%29.9% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

JEPISEMI

+5.2%Year to date+6.2%

8.1%Yield4.2%

+8.3%Past year+4.9%

0.35%Fee0.75%

3–1JEPI wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026