Compare · 3 funds side by side · dividends reinvested

SEMI, JEPQ and JEPI

SEMIColumbia Threadneedle×JEPQJ.P. Morgan×JEPIJ.P. Morgan×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$14,635JEPI · best of the three

02 / 04

SEMI, JEPQ and JEPI, 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%$46.1B1.5

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

Columbia Select Technology ETFSectors · Technology0.75%3.88%+15.7%+11.4%+29.7%[…]−15.4%28.7%$41M2.3

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: SEMI 2022 · JEPQ 2022 · JEPI 2020

Head to Head

Swap sides Versus in desk

Head to Head

Columbia Select Technology ETF · $41M[…]

SEMI

JEPQ

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

$10,000 five years ago, dividends reinvested · they hold 44.2% in common

SEMIMeasureJEPQ

+15.7%Year to dateJan 1 → Nov 4+8.5%

+11.4%1 yearTotal return+9.3%

+29.7%3 years · per year$10,000 became $21,796 · $17,406+20.3%

[…]5 years · per year[…]

0.75%Expense ratio$75 · $35 a year on $10k · lower is better0.35%

3.88%Trailing 12-mo yield$388 · $1,217 a year on $10k12.17%

−15.4%Worst dropSmaller is better−8.8%

28.7%VolatilityLower is calmer15.5%

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

3–4JEPQ wins

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

More Ways to See the Pairs

SEMI vs JEPQ: Top 5 Holdings

Today

SEMI

43.3%in top 5

JEPQ

in top 527.9%

SEMIStockJEPQ

14.5%NVDA7.1%

8.6%AAPL6.8%

7.2%AVGOnot top 5

6.9%MSFT5.6%

6.1%MU4.2%

not top 5GOOG4.1%

Held in common44.2%

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

SEMI vs JEPQ Returns, Every Period

Columbia ThreadneedleSEMI

+11.4%

past year

JEPQJ.P. Morgan

+9.3%

past year

SEMIJEPQFaded: behind in that period

3–0SEMI wins

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

Sector vs Income: SEMI vs JEPQ

YTD

Columbia ThreadneedleSEMI

+15.7%

JEPQJ.P. Morgan

+8.5%

+15.7%Year to date+8.5%

−15.4%Worst drop · 1Y−8.8%

28.7%Volatility · 1Y15.5%

3.9%Yield12.2%

$41.0MAssets$42.1B

3–1JEPQ wins

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

Cost, Income and Risk

Fees: SEMI, JEPQ, JEPI

Today

0.35%lowest, JEPQ

FundExpense ratioFee$10k

JEPQ0.35%$35

JEPI0.35%$35

SEMI0.75%$75

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

Yields: SEMI, JEPQ, JEPI

12.17%highest, JEPQ

FundTrailing yieldYield$10k

JEPQ12.17%$1,217

JEPI7.83%$783

SEMI3.88%$388

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

SEMI$388 − $75 = $313

KeptFee

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

Overlap: SEMI, JEPQ, JEPI

Today

44.2%most shared, SEMI and JEPQ

SEMIJEPQJEPI

SEMI—44.2%21.2%

JEPQ44.2%—27.0%

JEPI21.2%27.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+11.9%JEPI, at 8.1% volatility

JEPIWorst drop−6.7%8.1% vol

JEPQWorst drop−8.8%15.5% vol

SEMIWorst drop−15.4%28.7% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

JEPQSEMI

+8.5%Year to date+15.7%

12.2%Yield3.9%

+9.3%Past year+11.4%

0.35%Fee0.75%

2–2level

End-of-day Nov 4, 2026

Popular Pairs Near These Three

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