AIQ vs JEPQ

AAIQ

BJEPQ

Measures won1–4JEPQ wins · of 6 · 5Y

$10,000 · 5Y$34,950SMH · AIQ $18,147

Lowest cost0.35%JEPQ · $35 on $10k

Most income12.79%JEPQ · $1,279 on $10k

Smallest drop−11.5%JEPQ · worst fall in 1Y

Held in common35.6%AIQ and JEPQ

AIQ

JEPQ

Global X - Artificial Intelligence & Technology ETF · $9.1BJPMorgan Nasdaq Equity Premium Income ETF · $40.7B

+29.1%3 years · per year$21,525 · $16,202+17.4%

+12.7%5 years · per year$18,147 · […][…]

0.68%Expense ratio$68 · $35 on $10k · lower wins0.35%

0.08%12-mo yield$8 · $1,279 on $10k12.79%

−20.2%Worst dropSmaller wins−11.5%

30.2%VolatilityLower wins16.7%

1–4JEPQ wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsAIQ · JEPQ

4.3%MSFT6.1%

3.4%AMZN4.4%

3.3%AAPL7.4%

3.1%META2.8%

Held in common35.6%

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.24%	+3.6%	+28.8%	+29.5%	+48.9%	+28.4%	−33.1%	$60.7B
2	AAIQ	Global X - Artificial Intelligence & Technology ETFRead Desk	0.68%	0.08%	+1.3%	+11.9%	+9.3%	+29.1%	+12.7%	−20.2%	$9.1B
3	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.79%	+1.2%	+3.2%	+4.5%	+17.4%	new	−11.5%	$40.7B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.24%	+3.6%	+28.8%	+29.5%	+48.9%	+28.4%	−33.1%	$60.7B
2	AAIQ	Global X - Artificial Intelligence & Technology ETFRead Desk	0.68%	0.08%	+1.3%	+11.9%	+9.3%	+29.1%	+12.7%	−20.2%	$9.1B
3	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.79%	+1.2%	+3.2%	+4.5%	+17.4%	new	−11.5%	$40.7B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

AIQ vs JEPQ

AIQ

Global X - Artificial Intelligence & Technology

$18,147

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureAIQJEPQ

Fee0.68%0.35%

Cost on $10k a year$68$35

Yield0.08%12.79%

5 years, per year+12.7%[…]

3 years, per year+29.1%+17.4%

Worst drop · 1Y−20.2%−11.5%

Volatility · 1Y30.2%16.7%

4–1measures won
JEPQ first

35.6%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

SOXX vs SMH

YTD

iSharesSOXX

+36.2%

SMHVanEck

+28.8%

+36.2%Year to date+28.8%

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

$39.1BAssets$60.7B

2–0SOXX wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

Overlap: AIQ, JEPQ, SMH

Today

35.6%most shared, AIQ and JEPQ

AIQJEPQSMH

AIQ—35.6%18.2%

JEPQ35.6%—23.2%

SMH18.2%23.2%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$1,244most kept, JEPQ

JEPQ$1,279 − $35 = $1,244

SMH$24 − $35 = −$11

AIQ$8 − $68 = −$60

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee