Compare · 3 funds side by side · dividends reinvested

ROBO, JEPQ and SMH

ROBOROBO Global×JEPQJ.P. Morgan×SMHVanEck×

02 / 04

Search ETFs and stocks

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$35,140SMH · best of the three

Story of the three · IncomeMost incomeJEPQ · 12.24% · $1,224 a year on $10k

Story of the three · RiskSmallest drop

ROBO, JEPQ and SMH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Nasdaq Equity Premium Income ETFIncome · Premium income0.35%12.24%+7.8%+8.8%+17.9%[…]−11.5%16.9%$41.8B1.4

VanEck Semiconductor ETFThematic · AI & semis0.35%0.22%+39.3%+43.4%+49.9%+28.6%−33.1%43.2%$63.5B1.8

ROBO Global Robotics and Automation Index ETFThematic · AI & semis0.95%0.40%+5.2%+6.5%+15.1%+0.5%−23.8%29.0%$1.8B2.5

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

End-of-day Nov 12, 2026 · returns include dividends · since: ROBO 2013 · JEPQ 2022 · SMH 2011

Head to Head

Swap sides Versus in desk

Head to Head

5Y

ROBO Global Robotics and Automation Index ETF · $1.8B$10,229

ROBO

SMH

VanEck Semiconductor ETF · $63.5B$35,140

$10,000 five years ago, dividends reinvested · they hold 5.7% in common

ROBO

More Ways to See the Pairs

ROBO vs SMH: Top 5 Holdings

Today

ROBO

9.5%in top 5

SMH

in top 546.3%

ROBOStockSMH

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: ROBO, JEPQ, SMH

Today

0.35%lowest, JEPQ

FundExpense ratioFee$10k

JEPQ0.35%$35

SMH0.35%$35

ROBO0.95%$95

End-of-day Nov 12, 2026 · fee on $10,000 a year

Yields: ROBO, JEPQ, SMH

Popular Pairs Near These Three

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

+7.8%Year to date+8.3%

12.2%Yield7.9%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 12, 2026

SOXX vs SMH

YTD

iSharesSOXX

+54.7%

SMHVanEck

+39.3%

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

Measure

SMH

+5.2%Year to dateJan 1 → Nov 12+39.3%

+6.5%1 yearTotal return+43.4%

+15.1%3 years · per year$10,000 became $15,245 · $33,705+49.9%

+0.5%5 years · per year$10,000 became $10,229 · $35,140+28.6%

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

0.40%Trailing 12-mo yield$40 · $22 a year on $10k0.22%

−23.8%Worst dropSmaller is better−33.1%

29.0%VolatilityLower is calmer43.2%

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

3–5SMH wins

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

2.4%ISRGnot top 5

1.9%PTCnot top 5

1.8%6954.Tnot top 5

1.7%EMRnot top 5

1.7%G1A.DEnot top 5

Held in common5.7%

End-of-day Nov 12, 2026 · share of each fund

ROBO vs SMH Returns, Every Period

5Y

ROBO GlobalROBO

+0.5%

5 years, per year

SMHVanEck

+28.6%

5 years, per year

ROBOSMHFaded: behind in that period

0–4SMH wins

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

Thematic vs Income: ROBO vs JEPQ

YTD

ROBO GlobalROBO

+5.2%

JEPQJ.P. Morgan

+7.8%

+5.2%Year to date+7.8%

−23.8%Worst drop · 1Y−11.5%

29.0%Volatility · 1Y16.9%

0.4%Yield12.2%

$1.8BAssets$41.8B

4–0JEPQ wins

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

1Y

12.24%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.24%$1,224

ROBO0.40%$40

SMH0.22%$22

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

Income After Fees on $10,000

1Y

$1,189most kept, JEPQ

JEPQ$1,224 − $35 = $1,189

SMH$22 − $35 = −$13

ROBO$40 − $95 = −$55

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: ROBO, JEPQ, SMH

Today

25.1%most shared, JEPQ and SMH

ROBOJEPQSMH

ROBO—4.3%5.7%

JEPQ4.3%—25.1%

SMH5.7%25.1%—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+43.4%SMH, at 43.2% volatility

JEPQWorst drop−11.5%16.9% vol

ROBOWorst drop−23.8%29.0% vol

SMHWorst drop−33.1%43.2% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQSMH

+7.8%Year to date+39.3%

12.2%Yield0.2%

+8.8%Past year+43.4%

0.35%Fee0.35%

2–1SMH wins

End-of-day Nov 12, 2026

+54.7%Year to date+39.3%

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

$43.8BAssets$63.5B

2–0SOXX wins

End-of-day Nov 12, 2026

+34.2%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

Loading…

ROBO, JEPQ and SMH

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three