IDEF vs JEPI

AIDEF

BJEPI

Measures won0–4JEPI wins · of 6 · 5Y

$10,000 · 5Y$36,298SMH · SCHD $16,459

Lowest cost0.06%SCHD · $6 on $10k

Most income7.93%JEPI · $793 on $10k

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

Held in common7.3%IDEF and JEPI

IDEF

JEPI

iShares Defense Industrials Act · $3.5BJPMorgan Equity Premium Income ETF · $45.2B

[…]3 years · per year[…] · $13,679+11.0%

[…]5 years · per year[…] · $14,448+7.6%

0.55%Expense ratio$55 · $35 on $10k · lower wins0.35%

0.36%12-mo yield$36 · $793 on $10k7.93%

−23.7%Worst dropSmaller wins−6.7%

24.5%VolatilityLower wins9.0%

0–4JEPI wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsIDEF · JEPI

1.4%MSFT2.0%

7.4%RTX1.2%

1.0%AMZN1.9%

0.8%HWM1.2%

Held in common7.3%

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 Four

5Y4 funds

#
1	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.23%	+5.1%	+35.3%	+39.3%	+50.1%	+29.4%	−33.1%	$60.7B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$119.9B
3	BJEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.93%	+2.1%	+7.5%	+10.9%	+11.0%	+7.6%	−6.7%	$45.2B
4	AIDEF	iShares Defense Industrials ActRead Desk	0.55%	0.36%	+5.0%	−3.4%	−3.2%	new	new	−23.7%	$3.5B

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

All Four

5Y4 funds

#
1	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.23%	+5.1%	+35.3%	+39.3%	+50.1%	+29.4%	−33.1%	$60.7B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$119.9B
3	BJEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.93%	+2.1%	+7.5%	+10.9%	+11.0%	+7.6%	−6.7%	$45.2B
4	AIDEF	iShares Defense Industrials ActRead Desk	0.55%	0.36%	+5.0%	−3.4%	−3.2%	new	new	−23.7%	$3.5B

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

IDEF vs JEPI

IDEF

iShares Defense Industrials Act

[…]

JEPI

JPMorgan Equity Premium Income

$14,448

MeasureIDEFJEPI

Fee0.55%0.35%

Cost on $10k a year$55$35

Yield0.36%7.93%

5 years, per year[…]+7.6%

3 years, per year[…]+11.0%

Worst drop · 1Y−23.7%−6.7%

Volatility · 1Y24.5%9.0%

4–0measures won
JEPI first

7.3%

holdings shared

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

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

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

Overlap: IDEF, JEPI, SCHD, SMH

Today

8.4%most shared, JEPI and SCHD

IDEFJEPISCHDSMH

IDEF—7.3%2.8%1.0%

JEPI7.3%—8.4%7.4%

SCHD2.8%8.4%—8.2%

SMH1.0%7.4%8.2%—

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

SCHD$296 − $6 = $290

SMH$23 − $35 = −$12

IDEF$36 − $55 = −$19

KeptFee

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