Compare · 3 funds side by side · dividends reinvested

JEPI, JEPQ and SMH

JEPIJ.P. Morgan×JEPQJ.P. Morgan×SMHVanEck×

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

02 / 04

JEPI, JEPQ and SMH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%8.09%+5.3%+8.2%+10.7%+7.1%−6.7%8.8%$46.8B1.8

VanEck Semiconductor ETFThematic · AI & semis0.35%0.24%+28.8%+29.5%+48.9%+28.4%−33.1%42.9%$60.7B1.8

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.79%+3.2%+4.5%+17.4%[…]−11.5%16.7%$42.6B2.0

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: JEPI 2020 · JEPQ 2022 · SMH 2011

Head to Head

Swap sides Versus in desk

Head to Head

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

JEPI

JEPQ

JPMorgan Nasdaq Equity Premium Income ETF · $42.6B[…]

$10,000 five years ago, dividends reinvested · they hold 26.8% in common

JEPIMeasureJEPQ

+5.3%Year to dateJan 1 → Nov 6+3.2%

+8.2%1 yearTotal return+4.5%

+10.7%3 years · per year$10,000 became $13,562 · $16,202+17.4%

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

0.35%Expense ratio$35 · $35 a year on $10k · lower is better0.35%

8.09%Trailing 12-mo yield$809 · $1,279 a year on $10k12.79%

−6.7%Worst dropSmaller is better−11.5%

8.8%VolatilityLower is calmer16.7%

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

4–2JEPI wins

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

More Ways to See the Pairs

JEPI vs JEPQ: Top 5 Holdings

Today

JEPI

9.9%in top 5

JEPQ

in top 528.9%

JEPIStockJEPQ

2.0%AAPL7.4%

not top 5NVDA6.6%

2.0%MSFT6.1%

not top 5GOOG4.4%

not top 5AMZN4.4%

2.1%MAnot top 5

1.9%MMMnot top 5

1.9%NEEnot top 5

Held in common26.8%

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

JEPI vs JEPQ Returns, Every Period

J.P. MorganJEPI

+8.2%

past year

JEPQJ.P. Morgan

+4.5%

past year

JEPIJEPQFaded: behind in that period

2–1JEPI wins

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

JEPI vs JEPQ

YTD

J.P. MorganJEPI

+5.3%

JEPQJ.P. Morgan

+3.2%

+5.3%Year to date+3.2%

−6.7%Worst drop · 1Y−11.5%

8.8%Volatility · 1Y16.7%

8.1%Yield12.8%

$46.8BAssets$42.6B

3–1JEPI wins

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

Cost, Income and Risk

Fees: JEPI, JEPQ, SMH

Today

0.35%lowest, JEPI

FundExpense ratioFee$10k

JEPI0.35%$35

JEPQ0.35%$35

SMH0.35%$35

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

Yields: JEPI, JEPQ, SMH

12.79%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.79%$1,279

JEPI8.09%$809

SMH0.24%$24

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

Income After Fees on $10,000

$1,244most kept, JEPQ

JEPQ$1,279 − $35 = $1,244

JEPI$809 − $35 = $774

SMH$24 − $35 = −$11

KeptFee

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

Overlap: JEPI, JEPQ, SMH

Today

26.8%most shared, JEPI and JEPQ

JEPIJEPQSMH

JEPI—26.8%6.6%

JEPQ26.8%—23.2%

SMH6.6%23.2%—

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

JEPQWorst drop−11.5%16.7% vol

SMHWorst drop−33.1%42.9% vol

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

Paid More vs Made More

YTD

JEPQSMH

+3.2%Year to date+28.8%

12.8%Yield0.2%

+4.5%Past year+29.5%

0.35%Fee0.35%

2–1SMH wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026