Compare · 2 funds side by side · dividends reinvested

SOXX and JEPQ

SOXXiShares×JEPQJ.P. Morgan×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$31,133SOXX · best of the two

02 / 04

SOXX and JEPQ, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Semiconductor ETFThematic · AI & semis0.33%0.27%+54.7%+52.2%+47.3%+25.5%−30.7%47.7%$44.3B1.4

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.28%+7.5%+8.6%+20.4%[…]−8.8%15.5%$41.8B1.6

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

End-of-day Nov 3, 2026 · returns include dividends · since: SOXX 2001 · JEPQ 2022

Head to Head

Swap sides Versus in desk

Head to Head

iShares Semiconductor ETF · $44.3B$31,133

SOXX

JEPQ

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

$10,000 five years ago, dividends reinvested · they hold 24.8% in common

SOXXMeasureJEPQ

+54.7%Year to dateJan 1 → Nov 3+7.5%

+52.2%1 yearTotal return+8.6%

+47.3%3 years · per year$10,000 became $31,937 · $17,450+20.4%

+25.5%5 years · per year$10,000 became $31,133 · […][…]

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

0.27%Trailing 12-mo yield$27 · $1,228 a year on $10k12.28%

−30.7%Worst dropSmaller is better−8.8%

47.7%VolatilityLower is calmer15.5%

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

4–3SOXX wins

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

More Ways to See the Pairs

SOXX vs JEPQ: Top 5 Holdings

Today

SOXX

39.1%in top 5

JEPQ

in top 527.5%

SOXXStockJEPQ

9.2%AMDnot top 5

8.0%NVDA6.9%

7.9%MU4.1%

7.6%AVGOnot top 5

not top 5AAPL6.9%

6.3%INTCnot top 5

not top 5MSFT5.5%

not top 5GOOG4.1%

Held in common24.8%

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

SOXX vs JEPQ Returns, Every Period

iSharesSOXX

+52.2%

past year

JEPQJ.P. Morgan

+8.6%

past year

SOXXJEPQFaded: behind in that period

3–0SOXX wins

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

Thematic vs Income: SOXX vs JEPQ

YTD

iSharesSOXX

+54.7%

JEPQJ.P. Morgan

+7.5%

+54.7%Year to date+7.5%

−30.7%Worst drop · 1Y−8.8%

47.7%Volatility · 1Y15.5%

0.3%Yield12.3%

$44.3BAssets$41.8B

3–1JEPQ wins

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

Cost, Income and Risk

Fees: SOXX, JEPQ

Today

0.33%lowest, SOXX

FundExpense ratioFee$10k

SOXX0.33%$33

JEPQ0.35%$35

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

Yields: SOXX, JEPQ

12.28%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.28%$1,228

SOXX0.27%$27

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

SOXX$27 − $33 = −$6

KeptFee

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

Overlap: SOXX, JEPQ

Today

24.8%most shared, SOXX and JEPQ

SOXXJEPQ

SOXX—24.8%

JEPQ24.8%—

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

Return vs Bumpiness: 2 ETFs

+52.2%SOXX, at 47.7% volatility

JEPQWorst drop−8.8%15.5% vol

SOXXWorst drop−30.7%47.7% vol

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

Paid More vs Made More

YTD

JEPQSOXX

+7.5%Year to date+54.7%

12.3%Yield0.3%

+8.6%Past year+52.2%

0.35%Fee0.33%

3–1SOXX wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

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