Compare · 2 funds side by side · dividends reinvested

SOXX and JEPI

SOXXiShares×JEPIJ.P. Morgan×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$26,892SOXX · best of the two

02 / 04

SOXX and JEPI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Semiconductor ETFThematic · AI & semis0.33%0.76%+36.2%+34.5%+40.3%+21.9%−39.5%49.4%$37.6B1.4

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%8.09%+5.3%+8.2%+10.7%+7.1%−6.7%8.8%$46.8B1.6

Rank among the two1st → 2ndFee, 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: SOXX 2001 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

iShares Semiconductor ETF · $37.6B$26,892

SOXX

JEPI

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

$10,000 five years ago, dividends reinvested · they hold 6.5% in common

SOXXMeasureJEPI

+36.2%Year to dateJan 1 → Nov 6+5.3%

+34.5%1 yearTotal return+8.2%

+40.3%3 years · per year$10,000 became $27,604 · $13,562+10.7%

+21.9%5 years · per year$10,000 became $26,892 · $14,118+7.1%

0.33%Expense ratio$33 · $35 a year on $10k · lower is better0.35%

0.76%Trailing 12-mo yield$76 · $809 a year on $10k8.09%

−39.5%Worst dropSmaller is better−6.7%

49.4%VolatilityLower is calmer8.8%

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

5–3SOXX wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SOXX vs JEPI: Top 5 Holdings

Today

SOXX

38.6%in top 5

JEPI

in top 59.9%

SOXXStockJEPI

8.9%AMDnot top 5

8.5%NVDAnot top 5

8.1%AVGOnot top 5

7.1%MUnot top 5

6.0%INTCnot top 5

not top 5MA2.1%

not top 5MSFT2.0%

not top 5AAPL2.0%

not top 5MMM1.9%

not top 5NEE1.9%

Held in common6.5%

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

SOXX vs JEPI Returns, Every Period

iSharesSOXX

+21.9%

5 years, per year

JEPIJ.P. Morgan

+7.1%

5 years, per year

SOXXJEPIFaded: behind in that period

4–0SOXX wins

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

Thematic vs Income: SOXX vs JEPI

YTD

iSharesSOXX

+36.2%

JEPIJ.P. Morgan

+5.3%

+36.2%Year to date+5.3%

−39.5%Worst drop · 1Y−6.7%

49.4%Volatility · 1Y8.8%

0.8%Yield8.1%

$37.6BAssets$46.8B

3–1JEPI wins

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

Cost, Income and Risk

Fees: SOXX, JEPI

Today

0.33%lowest, SOXX

FundExpense ratioFee$10k

SOXX0.33%$33

JEPI0.35%$35

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

Yields: SOXX, JEPI

8.09%highest, JEPI

FundTrailing yieldYield$10k

JEPI8.09%$809

SOXX0.76%$76

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

Income After Fees on $10,000

$774most kept, JEPI

JEPI$809 − $35 = $774

SOXX$76 − $33 = $43

KeptFee

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

Overlap: SOXX, JEPI

Today

6.5%most shared, SOXX and JEPI

SOXXJEPI

SOXX—6.5%

JEPI6.5%—

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

Return vs Bumpiness: 2 ETFs

+34.5%SOXX, at 49.4% volatility

JEPIWorst drop−6.7%8.8% vol

SOXXWorst drop−39.5%49.4% vol

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

Paid More vs Made More

YTD

JEPISOXX

+5.3%Year to date+36.2%

8.1%Yield0.8%

+8.2%Past year+34.5%

0.35%Fee0.33%

3–1SOXX wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

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

$37.6BAssets$57.7B

2–0SOXX wins

End-of-day Nov 6, 2026

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