Compare · 2 funds side by side · dividends reinvested

SMH and JEPI

SMHVanEck×JEPIJ.P. Morgan×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$38,820SMH · best of the two

02 / 04

SMH and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

VanEck Semiconductor ETFThematic · AI & semis0.35%0.22%+40.0%+38.2%+54.7%+31.2%−24.6%41.2%$65.4B1.4

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.83%+8.8%+11.9%+12.6%+7.9%−6.7%8.1%$46.1B1.5

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: SMH 2011 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

VanEck Semiconductor ETF · $65.4B$38,820

SMH

JEPI

JPMorgan Equity Premium Income ETF · $46.1B$14,635

$10,000 five years ago, dividends reinvested · they hold 7.6% in common

SMHMeasureJEPI

+40.0%Year to dateJan 1 → Nov 4+8.8%

+38.2%1 yearTotal return+11.9%

+54.7%3 years · per year$10,000 became $37,049 · $14,269+12.6%

+31.2%5 years · per year$10,000 became $38,820 · $14,635+7.9%

0.35%Expense ratio$35 · $35 a year on $10k · lower is better0.35%

0.22%Trailing 12-mo yield$22 · $783 a year on $10k7.83%

−24.6%Worst dropSmaller is better−6.7%

41.2%VolatilityLower is calmer8.1%

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

4–3SMH wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SMH vs JEPI: Top 5 Holdings

Today

SMH

47.1%in top 5

JEPI

in top 59.5%

SMHStockJEPI

20.6%NVDAnot top 5

9.6%TSMnot top 5

6.0%TXNnot top 5

5.8%AVGOnot top 5

5.2%AMDnot top 5

not top 5MA2.0%

not top 5MSFT1.9%

not top 5V1.9%

not top 5AAPL1.9%

not top 5NEE1.8%

Held in common7.6%

End-of-day Nov 4, 2026 · share of each fund

SMH vs JEPI Returns, Every Period

VanEckSMH

+31.2%

5 years, per year

JEPIJ.P. Morgan

+7.9%

5 years, per year

SMHJEPIFaded: behind in that period

4–0SMH wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Thematic vs Income: SMH vs JEPI

YTD

VanEckSMH

+40.0%

JEPIJ.P. Morgan

+8.8%

+40.0%Year to date+8.8%

−24.6%Worst drop · 1Y−6.7%

41.2%Volatility · 1Y8.1%

0.2%Yield7.8%

$65.4BAssets$46.1B

3–1JEPI wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SMH, JEPI

Today

0.35%lowest, SMH

FundExpense ratioFee$10k

SMH0.35%$35

JEPI0.35%$35

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: SMH, JEPI

7.83%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.83%$783

SMH0.22%$22

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$748most kept, JEPI

JEPI$783 − $35 = $748

SMH$22 − $35 = −$13

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: SMH, JEPI

Today

7.6%most shared, SMH and JEPI

SMHJEPI

SMH—7.6%

JEPI7.6%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+38.2%SMH, at 41.2% volatility

JEPIWorst drop−6.7%8.1% vol

SMHWorst drop−24.6%41.2% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

JEPISMH

+8.8%Year to date+40.0%

7.8%Yield0.2%

+11.9%Past year+38.2%

0.35%Fee0.35%

2–1SMH wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SOXX vs SMH

YTD

iSharesSOXX

+49.8%

SMHVanEck

+40.0%

+49.8%Year to date+40.0%

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

$42.6BAssets$65.4B

2–0SOXX wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026