Compare · 3 funds side by side · dividends reinvested

MLPB, JEPQ and SMH

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

02 / 04

MLPB, JEPQ 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%$60.7B1.8

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.39%+6.6%+9.2%+18.2%[…]−11.5%16.9%$40.7B1.9

ETRACS Alerian MLP Infrastructure Index ETN Series BThematic · Infrastructure0.85%6.33%+16.2%+19.2%+16.0%+18.5%−12.5%15.1%$210M2.1

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

End-of-day Nov 9, 2026 · returns include dividends · since: MLPB 2015 · JEPQ 2022 · SMH 2011

Head to Head

Swap sides Versus in desk

Head to Head

ETRACS Alerian MLP Infrastructure Index ETN Series B · $210M$23,333

MLPB

JEPQ

JPMorgan Nasdaq Equity Premium Income ETF · $40.7B[…]

$10,000 five years ago, dividends reinvested

MLPBMeasureJEPQ

+16.2%Year to dateJan 1 → Nov 9+6.6%

+19.2%1 yearTotal return+9.2%

+16.0%3 years · per year$10,000 became $15,595 · $16,495+18.2%

+18.5%5 years · per year$10,000 became $23,333 · […][…]

0.85%Expense ratio$85 · $35 a year on $10k · lower is better0.35%

6.33%Trailing 12-mo yield$633 · $1,239 a year on $10k12.39%

−12.5%Worst dropSmaller is better−11.5%

15.1%VolatilityLower is calmer16.9%

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

3–4JEPQ wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

MLPB vs JEPQ: Top 5 Holdings

Today

MLPB

[…]in top 5

JEPQ

in top 528.9%

MLPBStockJEPQ

not top 5AAPL7.4%

not top 5NVDA6.6%

not top 5MSFT6.1%

not top 5GOOG4.4%

not top 5AMZN4.4%

Held in common[…]

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

MLPB vs JEPQ Returns, Every Period

ETRACSMLPB

+19.2%

past year

JEPQJ.P. Morgan

+9.2%

past year

MLPBJEPQFaded: behind in that period

2–1MLPB wins

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

Thematic vs Income: MLPB vs JEPQ

YTD

ETRACSMLPB

+16.2%

JEPQJ.P. Morgan

+6.6%

+16.2%Year to date+6.6%

−12.5%Worst drop · 1Y−11.5%

15.1%Volatility · 1Y16.9%

6.3%Yield12.4%

$210MAssets$40.7B

2–2level

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

Cost, Income and Risk

Fees: MLPB, JEPQ, SMH

Today

0.35%lowest, JEPQ

FundExpense ratioFee$10k

JEPQ0.35%$35

SMH0.35%$35

MLPB0.85%$85

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

Yields: MLPB, JEPQ, SMH

12.39%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.39%$1,239

MLPB6.33%$633

SMH0.23%$23

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

Income After Fees on $10,000

$1,204most kept, JEPQ

JEPQ$1,239 − $35 = $1,204

MLPB$633 − $85 = $548

SMH$23 − $35 = −$12

KeptFee

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

Overlap: MLPB, JEPQ, SMH

Today

23.2%most shared, JEPQ and SMH

MLPBJEPQSMH

MLPB—[…][…]

JEPQ[…]—23.2%

SMH[…]23.2%—

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

Return vs Bumpiness: 3 ETFs

+39.3%SMH, at 43.1% volatility

MLPBWorst drop−12.5%15.1% vol

JEPQWorst drop−11.5%16.9% 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

JEPQSMH

+6.6%Year to date+35.3%

12.4%Yield0.2%

+9.2%Past year+39.3%

0.35%Fee0.35%

2–1SMH wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

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

$39.1BAssets$60.7B

2–0SOXX wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.1%

VIGVanguard

+14.8%

+33.1%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026