Compare · 4 funds side by side · dividends reinvested

AIUP, JEPQ, CIBR and SMH

AIUPFINQ×JEPQJ.P. Morgan×CIBRFirst Trust×SMHVanEck×

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Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$36,977SMH · best of the four

Story of the four · IncomeMost incomeJEPQ · 12.20% · $1,220 a year on $10k

Story of the four · RiskSmallest drop

AIUP, JEPQ, CIBR and SMH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

VanEck Semiconductor ETFThematic · AI & semis0.35%0.22%+40.8%+41.7%+50.8%+29.9%−33.1%43.2%$63.5B1.8

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.20%+8.1%+9.0%+18.2%[…]−11.5%16.9%$42.0B1.9

First Trust Nasdaq Cybersecurity ETFThematic · Cyber & cloud0.58%0.41%+35.0%+26.1%+29.1%+12.6%−20.6%31.3%$16.4B2.1

FINQ FIRST U.S. Large Cap AI-Managed Equity ETFThematic · AI & semis0.70%0.00%[…][…][…][…][…][…]$4M4.0

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 11, 2026 · returns include dividends · since: AIUP 2026 · JEPQ 2022 · CIBR 2015 · SMH 2011

Head to Head

Swap sides Versus in desk

Head to Head

5Y

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

AIUP

More Ways to See the Pairs

AIUP vs JEPQ: Top 5 Holdings

Today

AIUP

54.5%in top 5

JEPQ

in top 527.6%

AIUPStockJEPQ

15.1%PANWnot top 5

15.0%HPEnot top 5

14.9%MUnot top 5

not top 5AAPL7.2%

not top 5NVDA5.9%

Cost, Income and Risk

Fees: AIUP, JEPQ, CIBR, SMH

Today

0.35%lowest, JEPQ

FundExpense ratioFee$10k

JEPQ0.35%$35

SMH0.35%$35

CIBR0.58%$58

AIUP0.70%$70

End-of-day Nov 11, 2026 · fee on $10,000 a year

Popular Pairs Near These Four

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

+8.1%Year to date+8.6%

12.2%Yield7.8%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 11, 2026

SOXX vs SMH

YTD

iSharesSOXX

+55.1%

SMHVanEck

+40.8%

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

JEPQ

JPMorgan Nasdaq Equity Premium Income ETF · $42.0B[…]

$10,000 five years ago, dividends reinvested · they hold 14.6% in common

AIUPMeasureJEPQ

[…]Year to dateJan 1 → Nov 11+8.1%

[…]1 yearTotal return+9.0%

[…]3 years · per year$10,000 became […] · $16,525+18.2%

[…]5 years · per year[…]

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

0.00%Trailing 12-mo yield$0 · $1,220 a year on $10k12.20%

[…]Worst dropSmaller is better−11.5%

[…]VolatilityLower is calmer16.9%

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

0–2JEPQ wins

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5MSFT5.9%

4.8%AMDnot top 5

4.7%GPNnot top 5

not top 5AMZN4.4%

not top 5GOOG4.3%

Held in common14.6%

End-of-day Nov 11, 2026 · share of each fund

AIUP vs JEPQ Returns, Every Period

1Y

FINQAIUP

[…]

past year

JEPQJ.P. Morgan

+9.0%

past year

Returns […]

AIUPJEPQFaded: behind in that period

0–0Level

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

Thematic vs Income: AIUP vs JEPQ

YTD

FINQAIUP

[…]

JEPQJ.P. Morgan

+8.1%

[…]Year to date+8.1%

[…]Worst drop · 1Y−11.5%

[…]Volatility · 1Y16.9%

0.0%Yield12.2%

$4.0MAssets$42.0B

1–0JEPQ wins

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

Yields: AIUP, JEPQ, CIBR, SMH

1Y

12.20%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.20%$1,220

CIBR0.41%$41

SMH0.22%$22

AIUP0.00%$0

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$1,185most kept, JEPQ

JEPQ$1,220 − $35 = $1,185

SMH$22 − $35 = −$13

CIBR$41 − $58 = −$17

AIUP$0 − $70 = −$70

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: AIUP, JEPQ, CIBR, SMH

Today

24.2%most shared, JEPQ and SMH

AIUPJEPQCIBRSMH

AIUP—14.6%13.9%13.3%

JEPQ14.6%—7.6%24.2%

CIBR13.9%7.6%—6.2%

SMH13.3%24.2%6.2%—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

1Y

+41.7%SMH, at 43.2% volatility

JEPQWorst drop−11.5%16.9% vol

CIBRWorst drop−20.6%31.3% vol

SMHWorst drop−33.1%43.2% vol

AIUPWorst drop[…][…]

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQSMH

+8.1%Year to date+40.8%

12.2%Yield0.2%

+9.0%Past year+41.7%

0.35%Fee0.35%

2–1SMH wins

End-of-day Nov 11, 2026

+55.1%Year to date+40.8%

0.33% · $33Fee · on $10k a year0.35% · $35

$41.4BAssets$63.5B

2–0SOXX wins

End-of-day Nov 11, 2026

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

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AIUP, JEPQ, CIBR and SMH

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four