Compare · 3 funds side by side · dividends reinvested

VIG, SMH and JEPQ

VIGVanguard×SMHVanEck×JEPQJ.P. Morgan×

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

02 / 04

VIG, SMH and JEPQ, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.49%+12.5%+15.2%+18.9%+10.3%−7.9%10.8%$109B1.8

VanEck Semiconductor ETFThematic · AI & semis0.35%0.25%+24.3%+27.3%+48.4%+27.6%−33.1%42.8%$57.7B1.9

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.17%+8.5%+9.3%+20.3%[…]−8.8%15.5%$42.6B2.1

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

End-of-day Nov 5, 2026 · returns include dividends · since: VIG 2006 · SMH 2011 · JEPQ 2022

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Dividend Appreciation ETF · $109B$16,331

VIG

SMH

VanEck Semiconductor ETF · $57.7B$33,824

$10,000 five years ago, dividends reinvested · they hold 10.3% in common

VIGMeasureSMH

+12.5%Year to dateJan 1 → Nov 5+24.3%

+15.2%1 yearTotal return+27.3%

+18.9%3 years · per year$10,000 became $16,814 · $32,662+48.4%

+10.3%5 years · per year$10,000 became $16,331 · $33,824+27.6%

0.04%Expense ratio$4 · $35 a year on $10k · lower is better0.35%

1.49%Trailing 12-mo yield$149 · $25 a year on $10k0.25%

−7.9%Worst dropSmaller is better−33.1%

10.8%VolatilityLower is calmer42.8%

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

4–4Level

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

More Ways to See the Pairs

VIG vs SMH: Top 5 Holdings

Today

VIG

22.1%in top 5

SMH

in top 547.4%

VIGStockSMH

not top 5NVDA20.5%

not top 5TSM9.7%

not top 5TXN6.1%

4.3%AVGO5.8%

not top 5AMD5.4%

4.9%MSFTnot top 5

4.9%AAPLnot top 5

4.1%LLYnot top 5

3.9%JPMnot top 5

Held in common10.3%

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

VIG vs SMH Returns, Every Period

VanguardVIG

+10.3%

5 years, per year

SMHVanEck

+27.6%

5 years, per year

VIGSMHFaded: behind in that period

0–4SMH wins

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

VIG vs JEPQ

YTD

VanguardVIG

+12.5%

JEPQJ.P. Morgan

+8.5%

+12.5%Year to date+8.5%

−7.9%Worst drop · 1Y−8.8%

10.8%Volatility · 1Y15.5%

1.5%Yield12.2%

$109BAssets$42.6B

3–1VIG wins

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

Cost, Income and Risk

Fees: VIG, SMH, JEPQ

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

SMH0.35%$35

JEPQ0.35%$35

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

Yields: VIG, SMH, JEPQ

12.17%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.17%$1,217

VIG1.49%$149

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

VIG$149 − $4 = $145

SMH$25 − $35 = −$10

KeptFee

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

Overlap: VIG, SMH, JEPQ

Today

26.3%most shared, VIG and JEPQ

VIGSMHJEPQ

VIG—10.3%26.3%

SMH10.3%—24.9%

JEPQ26.3%24.9%—

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

Return vs Bumpiness: 3 ETFs

+27.3%SMH, at 42.8% volatility

VIGWorst drop−7.9%10.8% vol

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 Three

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

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