Compare · 3 funds side by side · dividends reinvested

JEPQ, JEPI and SMH

JEPQJ.P. Morgan×JEPIJ.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

JEPQ, JEPI and SMH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Equity Premium Income ETFIncome · Premium income0.35%7.83%+8.8%+11.9%+12.6%+7.9%−6.7%8.1%$46.1B1.8

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

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.17%+8.5%+9.3%+20.3%[…]−8.8%15.5%$42.1B2.0

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

End-of-day Nov 4, 2026 · returns include dividends · since: JEPQ 2022 · JEPI 2020 · SMH 2011

Head to Head

Swap sides Versus in desk

Head to Head

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

JEPQ

JEPI

JPMorgan Equity Premium Income ETF · $46.1B$14,635

$10,000 five years ago, dividends reinvested · they hold 27.0% in common

JEPQMeasureJEPI

+8.5%Year to dateJan 1 → Nov 4+8.8%

+9.3%1 yearTotal return+11.9%

+20.3%3 years · per year$10,000 became $17,406 · $14,269+12.6%

[…]5 years · per year$10,000 became […] · $14,635+7.9%

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

12.17%Trailing 12-mo yield$1,217 · $783 a year on $10k7.83%

−8.8%Worst dropSmaller is better−6.7%

15.5%VolatilityLower is calmer8.1%

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

2–4JEPI wins

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

More Ways to See the Pairs

JEPQ vs JEPI: Top 5 Holdings

Today

JEPQ

27.9%in top 5

JEPI

in top 59.5%

JEPQStockJEPI

7.1%NVDAnot top 5

6.8%AAPL1.9%

5.6%MSFT1.9%

4.2%MUnot top 5

4.1%GOOGnot top 5

not top 5MA2.0%

not top 5V1.9%

not top 5NEE1.8%

Held in common27.0%

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

JEPQ vs JEPI Returns, Every Period

J.P. MorganJEPQ

+9.3%

past year

JEPIJ.P. Morgan

+11.9%

past year

JEPQJEPIFaded: behind in that period

1–2JEPI wins

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

−8.8%Worst drop · 1Y−6.7%

15.5%Volatility · 1Y8.1%

12.2%Yield7.8%

$42.1BAssets$46.1B

3–1JEPI wins

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

Cost, Income and Risk

Fees: JEPQ, JEPI, SMH

Today

0.35%lowest, JEPQ

FundExpense ratioFee$10k

JEPQ0.35%$35

JEPI0.35%$35

SMH0.35%$35

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

Yields: JEPQ, JEPI, SMH

12.17%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.17%$1,217

JEPI7.83%$783

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

JEPI$783 − $35 = $748

SMH$22 − $35 = −$13

KeptFee

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

Overlap: JEPQ, JEPI, SMH

Today

27.0%most shared, JEPQ and JEPI

JEPQJEPISMH

JEPQ—27.0%26.0%

JEPI27.0%—7.6%

SMH26.0%7.6%—

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

JEPIWorst drop−6.7%8.1% 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

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

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026