Compare · 3 funds side by side · dividends reinvested

YRAM, SMH and JEPI

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

02 / 04

YRAM, SMH and JEPI, 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%$60.7B1.5

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%8.09%+5.3%+8.2%+10.7%+7.1%−6.7%8.8%$45.2B1.6

YieldMax Memory and Storage Portfolio Option Income ETFIncome · Premium income1.01%8.73%[…][…][…][…][…][…]$5M2.0

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: YRAM 2026 · SMH 2011 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

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

YRAM

JEPI

JPMorgan Equity Premium Income ETF · $45.2B$14,118

$10,000 five years ago, dividends reinvested · they hold 1.2% in common

YRAMMeasureJEPI

[…]Year to dateJan 1 → Nov 6+5.3%

[…]1 yearTotal return+8.2%

[…]3 years · per year$10,000 became […] · $13,562+10.7%

[…]5 years · per year$10,000 became […] · $14,118+7.1%

1.01%Expense ratio$101 · $35 a year on $10k · lower is better0.35%

8.73%Trailing 12-mo yield$873 · $809 a year on $10k8.09%

[…]Worst dropSmaller is better−6.7%

[…]VolatilityLower is calmer8.8%

YRAMJEPI 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 JEPI: Top 5 Holdings

Today

YRAM

33.9%in top 5

JEPI

in top 59.9%

YRAMStockJEPI

15.3%MUnot top 5

5.2%WDCnot top 5

4.9%STXnot top 5

4.5%SNDKnot top 5

4.0%Pnot top 5

not top 5MA2.1%

not top 5MSFT2.0%

not top 5AAPL2.0%

not top 5MMM1.9%

not top 5NEE1.9%

Held in common1.2%

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

YRAM vs JEPI Returns, Every Period

YieldMaxYRAM

[…]

past year

JEPIJ.P. Morgan

+8.2%

past year

Returns […]

YRAMJEPIFaded: behind in that period

0–0Level

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

YRAM vs JEPI

YTD

YieldMaxYRAM

[…]

JEPIJ.P. Morgan

+5.3%

[…]Year to date+5.3%

[…]Worst drop · 1Y−6.7%

[…]Volatility · 1Y8.8%

8.7%Yield8.1%

$5.2MAssets$45.2B

1–0YRAM wins

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

Cost, Income and Risk

Fees: YRAM, SMH, JEPI

Today

0.35%lowest, SMH

FundExpense ratioFee$10k

SMH0.35%$35

JEPI0.35%$35

YRAM1.01%$101

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

Yields: YRAM, SMH, JEPI

8.73%highest, YRAM

FundTrailing yieldYield$10k

YRAM8.73%$873

JEPI8.09%$809

SMH0.24%$24

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

Income After Fees on $10,000

$774most kept, JEPI

JEPI$809 − $35 = $774

YRAM$873 − $101 = $772

SMH$24 − $35 = −$11

KeptFee

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

Overlap: YRAM, SMH, JEPI

Today

6.6%most shared, SMH and JEPI

YRAMSMHJEPI

YRAM—4.1%1.2%

SMH4.1%—6.6%

JEPI1.2%6.6%—

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

Return vs Bumpiness: 3 ETFs

+29.5%SMH, at 42.9% volatility

JEPIWorst drop−6.7%8.8% 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

YRAMSMH

[…]Year to date+28.8%

8.7%Yield0.2%

[…]Past year+29.5%

1.01%Fee0.35%

1–1level

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%

$40.7BAssets$45.2B

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