Compare · 3 funds side by side · dividends reinvested

EMLP, JEPQ and SMH

EMLPFirst Trust×JEPQJ.P. Morgan×SMHVanEck×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$38,820SMH · best of the three

02 / 04

EMLP, JEPQ and SMH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

VanEck Semiconductor ETFThematic · AI & semis0.35%0.22%+40.0%+38.2%+54.7%+31.2%−24.6%41.2%$65.4B1.8

First Trust North American Energy Infrastructure FundThematic · Infrastructure0.95%2.80%+17.9%+19.8%+22.6%+15.6%−7.9%11.1%$4.2B1.9

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.17%+8.5%+9.3%+20.3%[…]−8.8%15.5%$42.1B2.1

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

End-of-day Nov 4, 2026 · returns include dividends · since: EMLP 2012 · JEPQ 2022 · SMH 2011

Head to Head

Swap sides Versus in desk

Head to Head

First Trust North American Energy Infrastructure Fund · $4.2B$20,628

EMLP

JEPQ

JPMorgan Nasdaq Equity Premium Income ETF · $42.1B[…]

$10,000 five years ago, dividends reinvested · they hold 0.9% in common

EMLPMeasureJEPQ

+17.9%Year to dateJan 1 → Nov 4+8.5%

+19.8%1 yearTotal return+9.3%

+22.6%3 years · per year$10,000 became $18,412 · $17,406+20.3%

+15.6%5 years · per year$10,000 became $20,628 · […][…]

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

2.80%Trailing 12-mo yield$280 · $1,217 a year on $10k12.17%

−7.9%Worst dropSmaller is better−8.8%

11.1%VolatilityLower is calmer15.5%

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

5–2EMLP wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

EMLP vs JEPQ: Top 5 Holdings

Today

EMLP

27.8%in top 5

JEPQ

in top 527.9%

EMLPStockJEPQ

8.9%EPDnot top 5

7.3%ETnot top 5

not top 5NVDA7.1%

not top 5AAPL6.8%

not top 5MSFT5.6%

not top 5MU4.2%

4.2%MPLXnot top 5

not top 5GOOG4.1%

3.8%KMInot top 5

3.7%PAGPnot top 5

Held in common0.9%

End-of-day Nov 4, 2026 · share of each fund

EMLP vs JEPQ Returns, Every Period

First TrustEMLP

+19.8%

past year

JEPQJ.P. Morgan

+9.3%

past year

EMLPJEPQFaded: behind in that period

3–0EMLP wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Thematic vs Income: EMLP vs JEPQ

YTD

First TrustEMLP

+17.9%

JEPQJ.P. Morgan

+8.5%

+17.9%Year to date+8.5%

−7.9%Worst drop · 1Y−8.8%

11.1%Volatility · 1Y15.5%

2.8%Yield12.2%

$4.2BAssets$42.1B

3–1EMLP wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: EMLP, JEPQ, SMH

Today

0.35%lowest, JEPQ

FundExpense ratioFee$10k

JEPQ0.35%$35

SMH0.35%$35

EMLP0.95%$95

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: EMLP, JEPQ, SMH

12.17%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.17%$1,217

EMLP2.80%$280

SMH0.22%$22

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$1,182most kept, JEPQ

JEPQ$1,217 − $35 = $1,182

EMLP$280 − $95 = $185

SMH$22 − $35 = −$13

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: EMLP, JEPQ, SMH

Today

26.0%most shared, JEPQ and SMH

EMLPJEPQSMH

EMLP—0.9%0.0%

JEPQ0.9%—26.0%

SMH0.0%26.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+38.2%SMH, at 41.2% volatility

EMLPWorst drop−7.9%11.1% vol

JEPQWorst drop−8.8%15.5% vol

SMHWorst drop−24.6%41.2% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQSMH

+8.5%Year to date+40.0%

12.2%Yield0.2%

+9.3%Past year+38.2%

0.35%Fee0.35%

2–1SMH wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SOXX vs SMH

YTD

iSharesSOXX

+49.8%

SMHVanEck

+40.0%

+49.8%Year to date+40.0%

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

$42.6BAssets$65.4B

2–0SOXX wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026