Compare · 3 funds side by side · dividends reinvested

MLPB, JEPQ and SMH

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$36,977SMH · best of the three

Story of the three · IncomeMost incomeJEPQ · 12.20% · $1,220 a year on $10k

Story of the three · RiskSmallest drop

MLPB, JEPQ and SMH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

VanEck Semiconductor ETFThematic · AI & semis0.35%0.22%+40.8%+41.7%+50.8%+29.9%−33.1%43.2%$63.5B1.8

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.20%+8.1%+9.0%+18.2%[…]−11.5%16.9%$42.0B1.9

ETRACS Alerian MLP Infrastructure Index ETN Series BThematic · Infrastructure0.85%6.18%+18.9%+21.1%+16.9%+19.2%−12.5%15.2%$213M2.1

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

End-of-day Nov 11, 2026 · returns include dividends · since: MLPB 2015 · JEPQ 2022 · SMH 2011

Head to Head

Swap sides Versus in desk

Head to Head

5Y

ETRACS Alerian MLP Infrastructure Index ETN Series B · $213M$24,077

MLPB

SMH

VanEck Semiconductor ETF · $63.5B$36,977

$10,000 five years ago, dividends reinvested

MLPBMeasure

More Ways to See the Pairs

MLPB vs SMH: Top 5 Holdings

Today

MLPB

[…]in top 5

SMH

in top 546.3%

MLPBStockSMH

not top 5NVDA18.0%

not top 5TSM10.1%

not top 5AVGO6.2%

not top 5TXN6.1%

not top 5AMD5.9%

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 11, 2026 · fee on $10,000 a year

Yields: MLPB, JEPQ, SMH

Popular Pairs Near These Three

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

+8.1%Year to date+8.6%

12.2%Yield7.8%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 11, 2026

SOXX vs SMH

YTD

iSharesSOXX

+55.1%

SMHVanEck

+40.8%

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

SMH

+18.9%Year to dateJan 1 → Nov 11+40.8%

+21.1%1 yearTotal return+41.7%

+16.9%3 years · per year$10,000 became $15,974 · $34,270+50.8%

+19.2%5 years · per year$10,000 became $24,077 · $36,977+29.9%

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

6.18%Trailing 12-mo yield$618 · $22 a year on $10k0.22%

−12.5%Worst dropSmaller is better−33.1%

15.2%VolatilityLower is calmer43.2%

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

3–5SMH wins

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

Held in common[…]

End-of-day Nov 11, 2026 · share of each fund

MLPB vs SMH Returns, Every Period

5Y

ETRACSMLPB

+19.2%

5 years, per year

SMHVanEck

+29.9%

5 years, per year

MLPBSMHFaded: behind in that period

0–4SMH wins

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

Thematic vs Income: MLPB vs JEPQ

YTD

ETRACSMLPB

+18.9%

JEPQJ.P. Morgan

+8.1%

+18.9%Year to date+8.1%

−12.5%Worst drop · 1Y−11.5%

15.2%Volatility · 1Y16.9%

6.2%Yield12.2%

$213MAssets$42.0B

2–2level

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

1Y

12.20%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.20%$1,220

MLPB6.18%$618

SMH0.22%$22

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$1,185most kept, JEPQ

JEPQ$1,220 − $35 = $1,185

MLPB$618 − $85 = $533

SMH$22 − $35 = −$13

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: MLPB, JEPQ, SMH

Today

24.2%most shared, JEPQ and SMH

MLPBJEPQSMH

MLPB—[…][…]

JEPQ[…]—24.2%

SMH[…]24.2%—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+41.7%SMH, at 43.2% volatility

MLPBWorst drop−12.5%15.2% vol

JEPQWorst drop−11.5%16.9% vol

SMHWorst drop−33.1%43.2% vol

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQSMH

+8.1%Year to date+40.8%

12.2%Yield0.2%

+9.0%Past year+41.7%

0.35%Fee0.35%

2–1SMH wins

End-of-day Nov 11, 2026

+55.1%Year to date+40.8%

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

$41.4BAssets$63.5B

2–0SOXX wins

End-of-day Nov 11, 2026

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

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MLPB, JEPQ and SMH

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three