Compare · 4 funds side by side · dividends reinvested

EMLP, JEPI, CIBR and SMH

EMLPFirst Trust×JEPIJ.P. Morgan×CIBRFirst Trust×SMHVanEck×

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

02 / 04

EMLP, JEPI, CIBR 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%$60.7B2.1

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.93%+7.5%+10.9%+11.0%+7.6%−6.7%9.0%$45.2B2.5

First Trust North American Energy Infrastructure FundThematic · Infrastructure0.95%2.82%+17.2%+18.4%+20.7%+15.2%−7.9%11.3%$4.1B2.6

First Trust Nasdaq Cybersecurity ETFThematic · Cyber & cloud0.58%0.42%+32.8%+27.5%+28.7%+12.4%−20.6%31.3%$15.8B2.6

Rank among the four1st → 4thFee, 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: EMLP 2012 · JEPI 2020 · CIBR 2015 · SMH 2011

Head to Head

Swap sides Versus in desk

Head to Head

First Trust North American Energy Infrastructure Fund · $4.1B$20,285

EMLP

JEPI

JPMorgan Equity Premium Income ETF · $45.2B$14,448

$10,000 five years ago, dividends reinvested · they hold 4.7% in common

EMLPMeasureJEPI

+17.2%Year to dateJan 1 → Nov 9+7.5%

+18.4%1 yearTotal return+10.9%

+20.7%3 years · per year$10,000 became $17,569 · $13,679+11.0%

+15.2%5 years · per year$10,000 became $20,285 · $14,448+7.6%

0.95%Expense ratio$95 · $35 a year on $10k · lower is better0.35%

2.82%Trailing 12-mo yield$282 · $793 a year on $10k7.93%

−7.9%Worst dropSmaller is better−6.7%

11.3%VolatilityLower is calmer9.0%

EMLPJEPI 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

EMLP vs JEPI: Top 5 Holdings

Today

EMLP

27.8%in top 5

JEPI

in top 59.9%

EMLPStockJEPI

9.0%EPDnot top 5

7.2%ETnot top 5

4.4%MPLXnot top 5

3.5%PAGPnot top 5

3.5%KMInot top 5

not top 5MA2.0%

not top 5MSFT2.0%

not top 5AAPL2.0%

not top 5V1.9%

not top 5MMM1.9%

Held in common4.7%

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

EMLP vs JEPI Returns, Every Period

First TrustEMLP

+15.2%

5 years, per year

JEPIJ.P. Morgan

+7.6%

5 years, per year

EMLPJEPIFaded: behind in that period

4–0EMLP wins

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

Thematic vs Income: EMLP vs JEPI

YTD

First TrustEMLP

+17.2%

JEPIJ.P. Morgan

+7.5%

+17.2%Year to date+7.5%

−7.9%Worst drop · 1Y−6.7%

11.3%Volatility · 1Y9.0%

2.8%Yield7.9%

$4.1BAssets$45.2B

3–1JEPI wins

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

Cost, Income and Risk

Fees: EMLP, JEPI, CIBR, SMH

Today

0.35%lowest, JEPI

FundExpense ratioFee$10k

JEPI0.35%$35

SMH0.35%$35

CIBR0.58%$58

EMLP0.95%$95

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

Yields: EMLP, JEPI, CIBR, SMH

7.93%highest, JEPI

FundTrailing yieldYield$10k

JEPI7.93%$793

EMLP2.82%$282

CIBR0.42%$42

SMH0.23%$23

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

Income After Fees on $10,000

$758most kept, JEPI

JEPI$793 − $35 = $758

EMLP$282 − $95 = $187

SMH$23 − $35 = −$12

CIBR$42 − $58 = −$16

KeptFee

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

Overlap: EMLP, JEPI, CIBR, SMH

Today

7.4%most shared, JEPI and SMH

EMLPJEPICIBRSMH

EMLP—4.7%0.0%0.0%

JEPI4.7%—6.5%7.4%

CIBR0.0%6.5%—5.7%

SMH0.0%7.4%5.7%—

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

Return vs Bumpiness: 4 ETFs

+39.3%SMH, at 43.1% volatility

JEPIWorst drop−6.7%9.0% vol

EMLPWorst drop−7.9%11.3% vol

CIBRWorst drop−20.6%31.3% 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 Four

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

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