JEPI vs SCHD

AJEPI

BSCHD

Measures won3–3level · 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 common8.4%JEPI and SCHD

JEPI

SCHD

JPMorgan Equity Premium Income ETF · $45.2BSchwab U.S. Dividend Equity ETF · $122B

+11.0%3 years · per year$13,679 · $17,123+19.6%

+7.6%5 years · per year$14,448 · $16,459+10.5%

0.35%Expense ratio$35 · $6 on $10k · lower wins0.06%

7.93%12-mo yield$793 · $296 on $10k2.96%

−6.7%Worst dropSmaller wins−6.9%

9.0%VolatilityLower wins11.8%

3–3Level

$10,000 · 5 yearsAll four, one scale

Shared top holdingsJEPI · SCHD

1.6%EOG1.9%

1.0%PEP4.0%

0.8%COP3.9%

0.7%UNH3.9%

Held in common8.4%

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	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$121.7B
3	WCBR	WisdomTree Cybersecurity FundRead Desk	0.45%	0.00%	+4.2%	+56.2%	+41.4%	+30.7%	+8.5%	−29.1%	$197M
4	AJEPI	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 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	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$121.7B
3	WCBR	WisdomTree Cybersecurity FundRead Desk	0.45%	0.00%	+4.2%	+56.2%	+41.4%	+30.7%	+8.5%	−29.1%	$197M
4	AJEPI	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

JEPI vs SCHD

JEPI

JPMorgan Equity Premium Income

$14,448

SCHD

Schwab U.S. Dividend Equity

$16,459

MeasureJEPISCHD

Fee0.35%0.06%

Cost on $10k a year$35$6

Yield7.93%2.96%

5 years, per year+7.6%+10.5%

3 years, per year+11.0%+19.6%

Worst drop · 1Y−6.7%−6.9%

Volatility · 1Y9.0%11.8%

3–3measures won
level

8.4%

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%

$122BAssets$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

$37.5BAssets$60.7B

2–0SOXX wins

End-of-day Nov 9, 2026

Overlap: JEPI, WCBR, SCHD, SMH

Today

8.4%most shared, JEPI and SCHD

JEPIWCBRSCHDSMH

JEPI—0.3%8.4%7.4%

WCBR0.3%—0.0%0.0%

SCHD8.4%0.0%—8.2%

SMH7.4%0.0%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

WCBR$0 − $45 = −$45

KeptFee

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