FDV vs SMH

AFDV

BSMH

Measures won3–2FDV wins · of 6 · 5Y

$10,000 · 5Y$34,950SMH · JEPI $14,118

Lowest cost0.35%SMH · $35 on $10k

Most income8.09%JEPI · $809 on $10k

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

Held in common0.0%FDV and SMH

FDV

SMH

Federated Hermes U.S. Strategic Dividend ETF · $1.1BVanEck Semiconductor ETF · $57.7B

+19.8%3 years · per year$17,175 · $33,022+48.9%

[…]5 years · per year[…] · $34,950+28.4%

0.61%Expense ratio$61 · $35 on $10k · lower wins0.35%

2.87%12-mo yield$287 · $24 on $10k0.24%

−7.4%Worst dropSmaller wins−33.1%

11.3%VolatilityLower wins42.9%

3–2FDV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFDV · SMH

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

Held in common0.0%

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 Three

5Y3 funds

#
1	BSMH	VanEck Semiconductor ETFRead Desk	0.35%	0.24%	+3.6%	+28.8%	+29.5%	+48.9%	+28.4%	−33.1%	$57.7B
2	JEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	8.09%	+0.1%	+5.3%	+8.2%	+10.7%	+7.1%	−6.7%	$46.8B
3	AFDV	Federated Hermes U.S. Strategic Dividend ETFRead Desk	0.61%	2.87%	−1.0%	+21.6%	+24.8%	+19.8%	new	−7.4%	$1.1B

End-of-day Nov 6, 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%	0.24%	+3.6%	+28.8%	+29.5%	+48.9%	+28.4%	−33.1%	$57.7B
2	JEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	8.09%	+0.1%	+5.3%	+8.2%	+10.7%	+7.1%	−6.7%	$46.8B
3	AFDV	Federated Hermes U.S. Strategic Dividend ETFRead Desk	0.61%	2.87%	−1.0%	+21.6%	+24.8%	+19.8%	new	−7.4%	$1.1B

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

FDV vs SMH

FDV

Federated Hermes U.S. Strategic Dividend

[…]

SMH

VanEck Semiconductor

$34,950

MeasureFDVSMH

Fee0.61%0.35%

Cost on $10k a year$61$35

Yield2.87%0.24%

5 years, per year[…]+28.4%

3 years, per year+19.8%+48.9%

Worst drop · 1Y−7.4%−33.1%

Volatility · 1Y11.3%42.9%

3–2measures won
FDV first

0.0%

holdings shared

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

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

$37.6BAssets$57.7B

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

Overlap: FDV, SMH, JEPI

Today

16.1%most shared, FDV and JEPI

FDVSMHJEPI

FDV—0.0%16.1%

SMH0.0%—6.6%

JEPI16.1%6.6%—

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

FDV$287 − $61 = $226

SMH$24 − $35 = −$11

KeptFee

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