Compare · 3 funds side by side · dividends reinvested

AIQ, JEPI and SMH

AIQGlobal X×JEPIJ.P. Morgan×SMHVanEck×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$36,298SMH · best of the three

02 / 04

AIQ, JEPI and SMH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

VanEck Semiconductor ETFThematic · AI & semis0.35%0.23%+35.3%+39.3%+50.1%+29.4%−33.1%43.1%$60.7B1.6

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.92%+7.5%+10.9%+11.0%+7.6%−6.7%9.0%$45.2B2.0

Global X - Artificial Intelligence & Technology ETFThematic · AI & semis0.68%0.08%+15.8%+15.4%+29.6%+13.3%−20.2%30.3%$9.1B2.3

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 9, 2026 · returns include dividends · since: AIQ 2018 · JEPI 2020 · SMH 2011

Head to Head

Swap sides Versus in desk

Head to Head

Global X - Artificial Intelligence & Technology ETF · $9.1B$18,631

AIQ

JEPI

JPMorgan Equity Premium Income ETF · $45.2B$14,453

$10,000 five years ago, dividends reinvested · they hold 17.3% in common

AIQMeasureJEPI

+15.8%Year to dateJan 1 → Nov 9+7.5%

+15.4%1 yearTotal return+10.9%

+29.6%3 years · per year$10,000 became $21,786 · $13,684+11.0%

+13.3%5 years · per year$10,000 became $18,631 · $14,453+7.6%

0.68%Expense ratio$68 · $35 a year on $10k · lower is better0.35%

0.08%Trailing 12-mo yield$8 · $792 a year on $10k7.92%

−20.2%Worst dropSmaller is better−6.7%

30.3%VolatilityLower is calmer9.0%

AIQJEPI Winner of the row, in its colourEach row: the bigger of the two fills its side

4–4Level

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

AIQ vs JEPI: Top 5 Holdings

Today

AIQ

18.3%in top 5

JEPI

in top 59.9%

AIQStockJEPI

4.3%MSFT2.0%

3.9%PLTRnot top 5

3.4%AMZNnot top 5

3.3%TSLAnot top 5

3.3%AAPL2.0%

not top 5MA2.1%

not top 5MMM1.9%

not top 5NEE1.9%

Held in common17.3%

End-of-day Nov 9, 2026 · share of each fund

AIQ vs JEPI Returns, Every Period

Global XAIQ

+13.3%

5 years, per year

JEPIJ.P. Morgan

+7.6%

5 years, per year

AIQJEPIFaded: behind in that period

4–0AIQ wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Thematic vs Income: AIQ vs JEPI

YTD

Global XAIQ

+15.8%

JEPIJ.P. Morgan

+7.5%

+15.8%Year to date+7.5%

−20.2%Worst drop · 1Y−6.7%

30.3%Volatility · 1Y9.0%

0.1%Yield7.9%

$9.1BAssets$45.2B

3–1JEPI wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: AIQ, JEPI, SMH

Today

0.35%lowest, JEPI

FundExpense ratioFee$10k

JEPI0.35%$35

SMH0.35%$35

AIQ0.68%$68

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: AIQ, JEPI, SMH

7.92%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.92%$792

SMH0.23%$23

AIQ0.08%$8

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$757most kept, JEPI

JEPI$792 − $35 = $757

SMH$23 − $35 = −$12

AIQ$8 − $68 = −$60

KeptFee

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

Overlap: AIQ, JEPI, SMH

Today

18.2%most shared, AIQ and SMH

AIQJEPISMH

AIQ—17.3%18.2%

JEPI17.3%—6.6%

SMH18.2%6.6%—

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

Return vs Bumpiness: 3 ETFs

+39.3%SMH, at 43.1% volatility

JEPIWorst drop−6.7%9.0% vol

AIQWorst drop−20.2%30.3% vol

SMHWorst drop−33.1%43.1% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

JEPISMH

+7.5%Year to date+35.3%

7.9%Yield0.2%

+10.9%Past year+39.3%

0.35%Fee0.35%

2–1SMH wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

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

+33.1%

VIGVanguard

+14.8%

+33.1%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026