Compare · 3 funds side by side · dividends reinvested

SMH, JEPQ and JEPI

SMHVanEck×JEPQJ.P. Morgan×JEPIJ.P. Morgan×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$39,579SMH · best of the three

02 / 04

SMH, JEPQ and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

VanEck Semiconductor ETFThematic · AI & semis0.35%0.21%+44.0%+43.3%+56.1%+31.7%−24.6%41.1%$65.8B1.8

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.28%+7.5%+8.6%+20.4%[…]−8.8%15.5%$41.8B1.9

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.96%+7.0%+9.8%+12.4%+7.4%−6.7%7.9%$46.0B1.9

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

End-of-day Nov 3, 2026 · returns include dividends · since: SMH 2011 · JEPQ 2022 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

VanEck Semiconductor ETF · $65.8B$39,579

SMH

JEPQ

JPMorgan Nasdaq Equity Premium Income ETF · $41.8B[…]

$10,000 five years ago, dividends reinvested · they hold 25.3% in common

SMHMeasureJEPQ

+44.0%Year to dateJan 1 → Nov 3+7.5%

+43.3%1 yearTotal return+8.6%

+56.1%3 years · per year$10,000 became $38,001 · $17,450+20.4%

+31.7%5 years · per year$10,000 became $39,579 · […][…]

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

0.21%Trailing 12-mo yield$21 · $1,228 a year on $10k12.28%

−24.6%Worst dropSmaller is better−8.8%

41.1%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 3, 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

46.9%in top 5

JEPQ

in top 527.5%

SMHStockJEPQ

20.5%NVDA6.9%

9.7%TSMnot top 5

not top 5AAPL6.9%

5.9%TXNnot top 5

5.7%AVGOnot top 5

not top 5MSFT5.5%

5.1%AMDnot top 5

not top 5GOOG4.1%

not top 5MU4.1%

Held in common25.3%

End-of-day Nov 3, 2026 · share of each fund

SMH vs JEPQ Returns, Every Period

VanEckSMH

+43.3%

past year

JEPQJ.P. Morgan

+8.6%

past year

SMHJEPQFaded: behind in that period

3–0SMH wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

Thematic vs Income: SMH vs JEPQ

YTD

VanEckSMH

+44.0%

JEPQJ.P. Morgan

+7.5%

+44.0%Year to date+7.5%

−24.6%Worst drop · 1Y−8.8%

41.1%Volatility · 1Y15.5%

0.2%Yield12.3%

$65.8BAssets$41.8B

3–1JEPQ wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SMH, JEPQ, JEPI

Today

0.35%lowest, SMH

FundExpense ratioFee$10k

SMH0.35%$35

JEPQ0.35%$35

JEPI0.35%$35

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: SMH, JEPQ, JEPI

12.28%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.28%$1,228

JEPI7.96%$796

SMH0.21%$21

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$1,193most kept, JEPQ

JEPQ$1,228 − $35 = $1,193

JEPI$796 − $35 = $761

SMH$21 − $35 = −$14

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: SMH, JEPQ, JEPI

Today

26.6%most shared, JEPQ and JEPI

SMHJEPQJEPI

SMH—25.3%7.3%

JEPQ25.3%—26.6%

JEPI7.3%26.6%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+43.3%SMH, at 41.1% volatility

JEPIWorst drop−6.7%7.9% vol

JEPQWorst drop−8.8%15.5% vol

SMHWorst drop−24.6%41.1% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQSMH

+7.5%Year to date+44.0%

12.3%Yield0.2%

+8.6%Past year+43.3%

0.35%Fee0.35%

2–1SMH wins

End-of-day Nov 3, 2026

Popular Pairs Near These Three

SOXX vs SMH

YTD

iSharesSOXX

+54.7%

SMHVanEck

+44.0%

+54.7%Year to date+44.0%

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

$44.3BAssets$65.8B

2–0SOXX wins

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026