Compare · 3 funds side by side · dividends reinvested

WCBR, JEPI and SMH

WCBRWisdomTree×JEPIJ.P. Morgan×SMHVanEck×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$34,950SMH · best of the three

02 / 04

WCBR, JEPI and SMH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

VanEck Semiconductor ETFThematic · AI & semis0.35%0.24%+28.8%+29.5%+48.9%+28.4%−33.1%42.9%$60.7B1.9

WisdomTree Cybersecurity FundThematic · Cyber & cloud0.45%0.00%+49.9%+37.3%+29.1%+7.4%−29.1%41.5%$213M2.0

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%8.09%+5.3%+8.2%+10.7%+7.1%−6.7%8.8%$46.8B2.0

Rank among the three1st → 3rdFee, 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: WCBR 2021 · JEPI 2020 · SMH 2011

Head to Head

Swap sides Versus in desk

Head to Head

VanEck Semiconductor ETF · $60.7B$34,950

SMH

WCBR

WisdomTree Cybersecurity Fund · $213M$14,306

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

SMHMeasureWCBR

+28.8%Year to dateJan 1 → Nov 6+49.9%

+29.5%1 yearTotal return+37.3%

+48.9%3 years · per year$10,000 became $33,022 · $21,504+29.1%

+28.4%5 years · per year$10,000 became $34,950 · $14,306+7.4%

0.35%Expense ratio$35 · $45 a year on $10k · lower is better0.45%

0.24%Trailing 12-mo yield$24 · $0 a year on $10k0.00%

−33.1%Worst dropSmaller is better−29.1%

42.9%VolatilityLower is calmer41.5%

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

4–4Level

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

More Ways to See the Pairs

SMH vs WCBR: Top 5 Holdings

Today

SMH

47.8%in top 5

WCBR

in top 530.4%

SMHStockWCBR

21.0%NVDAnot top 5

9.8%TSMnot top 5

not top 5ZS7.0%

6.2%TXNnot top 5

not top 5S6.1%

5.9%AVGOnot top 5

not top 5NTSK5.8%

not top 5CRWD5.8%

not top 5TENB5.7%

5.0%ADInot top 5

Held in common0.0%

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

SMH vs WCBR Returns, Every Period

VanEckSMH

+28.4%

5 years, per year

WCBRWisdomTree

+7.4%

5 years, per year

SMHWCBRFaded: behind in that period

2–2Level

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

Thematic vs Income: SMH vs JEPI

YTD

VanEckSMH

+28.8%

JEPIJ.P. Morgan

+5.3%

+28.8%Year to date+5.3%

−33.1%Worst drop · 1Y−6.7%

42.9%Volatility · 1Y8.8%

0.2%Yield8.1%

$60.7BAssets$46.8B

3–1JEPI wins

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

Cost, Income and Risk

Fees: WCBR, JEPI, SMH

Today

0.35%lowest, JEPI

FundExpense ratioFee$10k

JEPI0.35%$35

SMH0.35%$35

WCBR0.45%$45

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

Yields: WCBR, JEPI, SMH

8.09%highest, JEPI

FundTrailing yieldYield$10k

JEPI8.09%$809

SMH0.24%$24

WCBR0.00%$0

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

Income After Fees on $10,000

$774most kept, JEPI

JEPI$809 − $35 = $774

SMH$24 − $35 = −$11

WCBR$0 − $45 = −$45

KeptFee

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

Overlap: WCBR, JEPI, SMH

Today

6.6%most shared, JEPI and SMH

WCBRJEPISMH

WCBR—0.3%0.0%

JEPI0.3%—6.6%

SMH0.0%6.6%—

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

Return vs Bumpiness: 3 ETFs

+37.3%WCBR, at 41.5% volatility

JEPIWorst drop−6.7%8.8% vol

WCBRWorst drop−29.1%41.5% vol

SMHWorst drop−33.1%42.9% vol

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

Paid More vs Made More

YTD

JEPIWCBR

+5.3%Year to date+49.9%

8.1%Yield0.0%

+8.2%Past year+37.3%

0.35%Fee0.45%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Three

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

$39.1BAssets$60.7B

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