Compare · 2 funds side by side · dividends reinvested

SMH and JEPQ

SMHVanEck×JEPQJ.P. Morgan×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$33,824SMH · best of the two

02 / 04

SMH and JEPQ, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

VanEck Semiconductor ETFThematic · AI & semis0.35%0.25%+24.3%+27.3%+48.4%+27.6%−33.1%42.8%$57.7B1.4

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.17%+8.5%+9.3%+20.3%[…]−8.8%15.5%$42.6B1.4

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: SMH 2011 · JEPQ 2022

Head to Head

Swap sides Versus in desk

Head to Head

VanEck Semiconductor ETF · $57.7B$33,824

SMH

JEPQ

JPMorgan Nasdaq Equity Premium Income ETF · $42.6B[…]

$10,000 five years ago, dividends reinvested · they hold 24.9% in common

SMHMeasureJEPQ

+24.3%Year to dateJan 1 → Nov 5+8.5%

+27.3%1 yearTotal return+9.3%

+48.4%3 years · per year$10,000 became $32,662 · $17,406+20.3%

+27.6%5 years · per year$10,000 became $33,824 · […][…]

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

0.25%Trailing 12-mo yield$25 · $1,217 a year on $10k12.17%

−33.1%Worst dropSmaller is better−8.8%

42.8%VolatilityLower is calmer15.5%

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

3–3Level

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

More Ways to See the Pairs

SMH vs JEPQ: Top 5 Holdings

Today

SMH

47.4%in top 5

JEPQ

in top 528.3%

SMHStockJEPQ

20.5%NVDA6.8%

9.7%TSMnot top 5

not top 5AAPL7.1%

6.1%TXNnot top 5

not top 5MSFT6.0%

5.8%AVGOnot top 5

5.4%AMDnot top 5

not top 5GOOG4.2%

not top 5AMZN4.2%

Held in common24.9%

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

SMH vs JEPQ Returns, Every Period

VanEckSMH

+27.3%

past year

JEPQJ.P. Morgan

+9.3%

past year

SMHJEPQFaded: behind in that period

3–0SMH wins

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

Thematic vs Income: SMH vs JEPQ

YTD

VanEckSMH

+24.3%

JEPQJ.P. Morgan

+8.5%

+24.3%Year to date+8.5%

−33.1%Worst drop · 1Y−8.8%

42.8%Volatility · 1Y15.5%

0.2%Yield12.2%

$57.7BAssets$42.6B

3–1JEPQ wins

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

Cost, Income and Risk

Fees: SMH, JEPQ

Today

0.35%lowest, SMH

FundExpense ratioFee$10k

SMH0.35%$35

JEPQ0.35%$35

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

Yields: SMH, JEPQ

12.17%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.17%$1,217

SMH0.25%$25

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

Income After Fees on $10,000

$1,182most kept, JEPQ

JEPQ$1,217 − $35 = $1,182

SMH$25 − $35 = −$10

KeptFee

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

Overlap: SMH, JEPQ

Today

24.9%most shared, SMH and JEPQ

SMHJEPQ

SMH—24.9%

JEPQ24.9%—

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

Return vs Bumpiness: 2 ETFs

+27.3%SMH, at 42.8% volatility

JEPQWorst drop−8.8%15.5% vol

SMHWorst drop−33.1%42.8% vol

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

Paid More vs Made More

YTD

JEPQSMH

+8.5%Year to date+24.3%

12.2%Yield0.2%

+9.3%Past year+27.3%

0.35%Fee0.35%

2–1SMH 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%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SOXX vs SMH

YTD

iSharesSOXX

+31.6%

SMHVanEck

+24.3%

+31.6%Year to date+24.3%

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

$37.6BAssets$57.7B

2–0SOXX 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%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026