JEPI vs WCBR

AJEPI

BWCBR

Measures won4–2JEPI wins · of 6 · 5Y

$10,000 · 5Y$26,892SOXX · DGRO $16,835

Lowest cost0.08%DGRO · $8 on $10k

Most income8.09%JEPI · $809 on $10k

Smallest drop−6.5%DGRO · worst fall in 1Y

Held in common0.3%JEPI and WCBR

JEPI

WCBR

JPMorgan Equity Premium Income ETF · $46.8BWisdomTree Cybersecurity Fund · $213M

+10.7%3 years · per year$13,562 · $21,504+29.1%

+7.1%5 years · per year$14,118 · $14,306+7.4%

0.35%Expense ratio$35 · $45 on $10k · lower wins0.45%

8.09%12-mo yield$809 · $0 on $10k0.00%

−6.7%Worst dropSmaller wins−29.1%

8.8%VolatilityLower wins41.5%

4–2JEPI wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsJEPI · WCBR

0.2%FTNT3.1%

0.1%CRWD5.8%

Held in common0.3%

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Four

5Y4 funds

#
1	SOXX	iShares Semiconductor ETFRead Desk	0.33%	0.76%	+3.5%	+36.2%	+34.5%	+40.3%	+21.9%	−39.5%	$39.1B
2	DGRO	iShares Core Dividend Growth ETFRead Desk	0.08%	1.87%	−0.6%	+16.6%	+20.3%	+20.7%	+11.0%	−6.5%	$44.7B
3	BWCBR	WisdomTree Cybersecurity FundRead Desk	0.45%	0.00%	−0.5%	+49.9%	+37.3%	+29.1%	+7.4%	−29.1%	$213M
4	AJEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	8.09%	+0.1%	+5.3%	+8.2%	+10.7%	+7.1%	−6.7%	$46.8B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	SOXX	iShares Semiconductor ETFRead Desk	0.33%	0.76%	+3.5%	+36.2%	+34.5%	+40.3%	+21.9%	−39.5%	$39.1B
2	DGRO	iShares Core Dividend Growth ETFRead Desk	0.08%	1.87%	−0.6%	+16.6%	+20.3%	+20.7%	+11.0%	−6.5%	$44.7B
3	BWCBR	WisdomTree Cybersecurity FundRead Desk	0.45%	0.00%	−0.5%	+49.9%	+37.3%	+29.1%	+7.4%	−29.1%	$213M
4	AJEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	8.09%	+0.1%	+5.3%	+8.2%	+10.7%	+7.1%	−6.7%	$46.8B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

JEPI vs WCBR

JEPI

JPMorgan Equity Premium Income

$14,118

WCBR

WisdomTree Cybersecurity Fund

$14,306

MeasureJEPIWCBR

Fee0.35%0.45%

Cost on $10k a year$35$45

Yield8.09%0.00%

5 years, per year+7.1%+7.4%

3 years, per year+10.7%+29.1%

Worst drop · 1Y−6.7%−29.1%

Volatility · 1Y8.8%41.5%

4–2measures won
JEPI first

0.3%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

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

Overlap: DGRO, WCBR, JEPI, SOXX

Today

34.3%most shared, DGRO and JEPI

DGROWCBRJEPISOXX

DGRO—0.1%34.3%4.5%

WCBR0.1%—0.3%0.0%

JEPI34.3%0.3%—6.5%

SOXX4.5%0.0%6.5%—

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

Income After Fees on $10,000

$774most kept, JEPI

JEPI$809 − $35 = $774

DGRO$187 − $8 = $179

SOXX$76 − $33 = $43

WCBR$0 − $45 = −$45

KeptFee

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