Compare · 3 funds side by side · dividends reinvested

SMH, JEPI and SCHD

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

02 / 04

SMH, JEPI and SCHD, 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%$120B1.6

VanEck Semiconductor ETFThematic · AI & semis0.35%0.24%+28.8%+29.5%+48.9%+28.4%−33.1%42.9%$60.7B2.1

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%8.09%+5.3%+8.2%+10.7%+7.1%−6.7%8.8%$46.8B2.1

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: SMH 2011 · JEPI 2020 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

VanEck Semiconductor ETF · $60.7B$34,950

SMH

JEPI

JPMorgan Equity Premium Income ETF · $46.8B$14,118

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

SMHMeasureJEPI

+28.8%Year to dateJan 1 → Nov 6+5.3%

+29.5%1 yearTotal return+8.2%

+48.9%3 years · per year$10,000 became $33,022 · $13,562+10.7%

+28.4%5 years · per year$10,000 became $34,950 · $14,118+7.1%

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

0.24%Trailing 12-mo yield$24 · $809 a year on $10k8.09%

−33.1%Worst dropSmaller is better−6.7%

42.9%VolatilityLower is calmer8.8%

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

4–3SMH wins

End-of-day Nov 6, 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

47.8%in top 5

JEPI

in top 59.9%

SMHStockJEPI

21.0%NVDAnot top 5

9.8%TSMnot top 5

6.2%TXNnot top 5

5.9%AVGOnot top 5

5.0%ADInot top 5

not top 5MA2.1%

not top 5MSFT2.0%

not top 5AAPL2.0%

not top 5MMM1.9%

not top 5NEE1.9%

Held in common6.6%

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

SMH vs JEPI Returns, Every Period

VanEckSMH

+28.4%

5 years, per year

JEPIJ.P. Morgan

+7.1%

5 years, per year

SMHJEPIFaded: behind in that period

4–0SMH wins

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

Thematic vs Income: SMH vs JEPI

YTD

VanEckSMH

+28.8%

JEPIJ.P. Morgan

+5.3%

+28.8%Year to date+5.3%

−33.1%Worst drop · 1Y−6.7%

42.9%Volatility · 1Y8.8%

0.2%Yield8.1%

$60.7BAssets$46.8B

3–1JEPI wins

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

Cost, Income and Risk

Fees: SMH, JEPI, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

SMH0.35%$35

JEPI0.35%$35

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

Yields: SMH, JEPI, SCHD

8.09%highest, JEPI

FundTrailing yieldYield$10k

JEPI8.09%$809

SCHD3.00%$300

SMH0.24%$24

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

Income After Fees on $10,000

$774most kept, JEPI

JEPI$809 − $35 = $774

SCHD$300 − $6 = $294

SMH$24 − $35 = −$11

KeptFee

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

Overlap: SMH, JEPI, SCHD

Today

8.2%most shared, JEPI and SCHD

SMHJEPISCHD

SMH—6.6%7.9%

JEPI6.6%—8.2%

SCHD7.9%8.2%—

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

Return vs Bumpiness: 3 ETFs

+37.0%SCHD, at 11.7% volatility

JEPIWorst drop−6.7%8.8% vol

SCHDWorst drop−6.9%11.7% vol

SMHWorst drop−33.1%42.9% vol

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

Paid More vs Made More

YTD

JEPISCHD

+5.3%Year to date+31.4%

8.1%Yield3.0%

+8.2%Past year+37.0%

0.35%Fee0.06%

3–1SCHD wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

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

$39.1BAssets$60.7B

2–0SOXX wins

End-of-day Nov 6, 2026