Compare · 3 funds side by side · dividends reinvested

AIUP, JEPI and SMH

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$34,950SMH · best of the three

02 / 04

AIUP, JEPI and SMH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

VanEck Semiconductor ETFThematic · AI & semis0.35%0.24%+28.8%+29.5%+48.9%+28.4%−33.1%42.9%$60.7B1.4

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%8.09%+5.3%+8.2%+10.7%+7.1%−6.7%8.8%$46.8B1.5

FINQ FIRST U.S. Large Cap AI-Managed Equity ETFThematic · AI & semis0.70%0.00%[…][…][…][…][…][…]$4M3.0

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

End-of-day Nov 6, 2026 · returns include dividends · since: AIUP 2026 · JEPI 2020 · SMH 2011

Head to Head

Swap sides Versus in desk

Head to Head

FINQ FIRST U.S. Large Cap AI-Managed Equity ETF · $4M[…]

AIUP

JEPI

JPMorgan Equity Premium Income ETF · $46.8B$14,118

$10,000 five years ago, dividends reinvested · they hold 4.9% in common

AIUPMeasureJEPI

[…]Year to dateJan 1 → Nov 6+5.3%

[…]1 yearTotal return+8.2%

[…]3 years · per year$10,000 became […] · $13,562+10.7%

[…]5 years · per year$10,000 became […] · $14,118+7.1%

0.70%Expense ratio$70 · $35 a year on $10k · lower is better0.35%

0.00%Trailing 12-mo yield$0 · $809 a year on $10k8.09%

[…]Worst dropSmaller is better−6.7%

[…]VolatilityLower is calmer8.8%

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

0–2JEPI wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

AIUP vs JEPI: Top 5 Holdings

Today

AIUP

53.9%in top 5

JEPI

in top 59.9%

AIUPStockJEPI

15.0%PANWnot top 5

14.8%DELLnot top 5

14.5%MUnot top 5

4.9%DASHnot top 5

4.7%SQnot top 5

not top 5MA2.1%

not top 5MSFT2.0%

not top 5AAPL2.0%

not top 5MMM1.9%

not top 5NEE1.9%

Held in common4.9%

End-of-day Nov 6, 2026 · share of each fund

AIUP vs JEPI Returns, Every Period

FINQAIUP

[…]

past year

JEPIJ.P. Morgan

+8.2%

past year

Returns […]

AIUPJEPIFaded: behind in that period

0–0Level

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Thematic vs Income: AIUP vs JEPI

YTD

FINQAIUP

[…]

JEPIJ.P. Morgan

+5.3%

[…]Year to date+5.3%

[…]Worst drop · 1Y−6.7%

[…]Volatility · 1Y8.8%

0.0%Yield8.1%

$3.8MAssets$46.8B

1–0JEPI wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: AIUP, JEPI, SMH

Today

0.35%lowest, JEPI

FundExpense ratioFee$10k

JEPI0.35%$35

SMH0.35%$35

AIUP0.70%$70

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: AIUP, JEPI, SMH

8.09%highest, JEPI

FundTrailing yieldYield$10k

JEPI8.09%$809

SMH0.24%$24

AIUP0.00%$0

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$774most kept, JEPI

JEPI$809 − $35 = $774

SMH$24 − $35 = −$11

AIUP$0 − $70 = −$70

KeptFee

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

Overlap: AIUP, JEPI, SMH

Today

13.2%most shared, AIUP and SMH

AIUPJEPISMH

AIUP—4.9%13.2%

JEPI4.9%—6.6%

SMH13.2%6.6%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+29.5%SMH, at 42.9% volatility

JEPIWorst drop−6.7%8.8% vol

SMHWorst drop−33.1%42.9% vol

AIUPWorst drop[…][…]

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

JEPISMH

+5.3%Year to date+28.8%

8.1%Yield0.2%

+8.2%Past year+29.5%

0.35%Fee0.35%

2–1SMH wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

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

$39.1BAssets$60.7B

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