FDL vs SMH

AFDL

BSMH

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$36,298SMH · FDL $19,815

Lowest cost0.35%SMH · $35 on $10k

Most income7.93%JEPI · $793 on $10k

Smallest drop−6.7%JEPI · worst fall in 1Y

Held in common0.0%FDL and SMH

FDL

SMH

First Trust Morningstar Dividend Leaders Index Fund · $8.4BVanEck Semiconductor ETF · $60.7B

+22.8%3 years · per year$18,502 · $33,815+50.1%

+14.7%5 years · per year$19,815 · $36,298+29.4%

0.43%Expense ratio$43 · $35 on $10k · lower wins0.35%

3.61%12-mo yield$361 · $23 on $10k0.23%

−7.2%Worst dropSmaller wins−33.1%

12.7%VolatilityLower wins43.1%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFDL · SMH

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

End-of-day Nov 9, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	BSMH	VanEck Semiconductor ETFRead Desk	0.35%	0.23%	+5.1%	+35.3%	+39.3%	+50.1%	+29.4%	−33.1%	$60.7B
2	AFDL	First Trust Morningstar Dividend Leaders Index FundRead Desk	0.43%	3.61%	+0.6%	+24.3%	+31.3%	+22.8%	+14.7%	−7.2%	$8.4B
3	JEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.93%	+2.1%	+7.5%	+10.9%	+11.0%	+7.6%	−6.7%	$45.2B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	BSMH	VanEck Semiconductor ETFRead Desk	0.35%	0.23%	+5.1%	+35.3%	+39.3%	+50.1%	+29.4%	−33.1%	$60.7B
2	AFDL	First Trust Morningstar Dividend Leaders Index FundRead Desk	0.43%	3.61%	+0.6%	+24.3%	+31.3%	+22.8%	+14.7%	−7.2%	$8.4B
3	JEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.93%	+2.1%	+7.5%	+10.9%	+11.0%	+7.6%	−6.7%	$45.2B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

FDL vs SMH

FDL

First Trust Morningstar Dividend Leaders Index Fund

$19,815

SMH

VanEck Semiconductor

$36,298

MeasureFDLSMH

Fee0.43%0.35%

Cost on $10k a year$43$35

Yield3.61%0.23%

5 years, per year+14.7%+29.4%

3 years, per year+22.8%+50.1%

Worst drop · 1Y−7.2%−33.1%

Volatility · 1Y12.7%43.1%

3–3measures won
level

0.0%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SOXX vs SMH

YTD

iSharesSOXX

+46.5%

SMHVanEck

+35.3%

+46.5%Year to date+35.3%

0.33% · $33Fee · on $10k a year0.35% · $35

$39.1BAssets$60.7B

2–0SOXX wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

Overlap: FDL, SMH, JEPI

Today

8.1%most shared, FDL and JEPI

FDLSMHJEPI

FDL—0.0%8.1%

SMH0.0%—7.4%

JEPI8.1%7.4%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$758most kept, JEPI

JEPI$793 − $35 = $758

FDL$361 − $43 = $318

SMH$23 − $35 = −$12

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee