Compare · 4 funds side by side · dividends reinvested

YRAM, SCHD, SMH and JEPQ

YRAMYieldMax×SCHDSchwab×SMHVanEck×JEPQJ.P. Morgan×

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

02 / 04

YRAM, SCHD, SMH and JEPQ, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%3.00%+31.4%+37.0%+20.0%+10.2%−6.9%11.7%$120B1.5

VanEck Semiconductor ETFThematic · AI & semis0.35%0.24%+28.8%+29.5%+48.9%+28.4%−33.1%42.9%$60.7B2.3

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.79%+3.2%+4.5%+17.4%[…]−11.5%16.7%$42.6B2.3

YieldMax Memory and Storage Portfolio Option Income ETFIncome · Premium income1.01%8.73%[…][…][…][…][…][…]$5M3.0

Rank among the four1st → 4thFee, 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: YRAM 2026 · SCHD 2011 · SMH 2011 · JEPQ 2022

Head to Head

Swap sides Versus in desk

Head to Head

YieldMax Memory and Storage Portfolio Option Income ETF · $5M[…]

YRAM

SCHD

Schwab U.S. Dividend Equity ETF · $120B$16,267

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

YRAMMeasureSCHD

[…]Year to dateJan 1 → Nov 6+31.4%

[…]1 yearTotal return+37.0%

[…]3 years · per year$10,000 became […] · $17,266+20.0%

[…]5 years · per year$10,000 became […] · $16,267+10.2%

1.01%Expense ratio$101 · $6 a year on $10k · lower is better0.06%

8.73%Trailing 12-mo yield$873 · $300 a year on $10k3.00%

[…]Worst dropSmaller is better−6.9%

[…]VolatilityLower is calmer11.7%

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

1–1Level

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

More Ways to See the Pairs

YRAM vs SCHD: Top 5 Holdings

Today

YRAM

33.9%in top 5

SCHD

in top 521.4%

YRAMStockSCHD

15.3%MUnot top 5

5.2%WDCnot top 5

4.9%STXnot top 5

4.5%SNDKnot top 5

not top 5PG4.5%

not top 5HD4.3%

not top 5TXN4.3%

not top 5KO4.3%

not top 5AMGN4.1%

4.0%Pnot top 5

Held in common0.0%

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

YRAM vs SCHD Returns, Every Period

YieldMaxYRAM

[…]

past year

SCHDSchwab

+37.0%

past year

Returns […]

YRAMSCHDFaded: behind in that period

0–0Level

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

YRAM vs JEPQ

YTD

YieldMaxYRAM

[…]

JEPQJ.P. Morgan

+3.2%

[…]Year to date+3.2%

[…]Worst drop · 1Y−11.5%

[…]Volatility · 1Y16.7%

8.7%Yield12.8%

$5.1MAssets$42.6B

1–0JEPQ wins

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

Cost, Income and Risk

Fees: YRAM, SCHD, SMH, JEPQ

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

SMH0.35%$35

JEPQ0.35%$35

YRAM1.01%$101

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

Yields: YRAM, SCHD, SMH, JEPQ

12.79%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.79%$1,279

YRAM8.73%$873

SCHD3.00%$300

SMH0.24%$24

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

Income After Fees on $10,000

$1,244most kept, JEPQ

JEPQ$1,279 − $35 = $1,244

YRAM$873 − $101 = $772

SCHD$300 − $6 = $294

SMH$24 − $35 = −$11

KeptFee

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

Overlap: YRAM, SCHD, SMH, JEPQ

Today

23.2%most shared, SMH and JEPQ

YRAMSCHDSMHJEPQ

YRAM—0.0%4.1%5.0%

SCHD0.0%—7.9%3.8%

SMH4.1%7.9%—23.2%

JEPQ5.0%3.8%23.2%—

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

Return vs Bumpiness: 4 ETFs

+37.0%SCHD, at 11.7% volatility

SCHDWorst drop−6.9%11.7% vol

JEPQWorst drop−11.5%16.7% vol

SMHWorst drop−33.1%42.9% vol

YRAMWorst drop[…][…]

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

Paid More vs Made More

YTD

JEPQSCHD

+3.2%Year to date+31.4%

12.8%Yield3.0%

+4.5%Past year+37.0%

0.35%Fee0.06%

3–1SCHD wins

End-of-day Nov 6, 2026

Popular Pairs Near These Four

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

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