ARTY vs JEPQ

AARTY

BJEPQ

Measures won1–4JEPQ wins · of 6 · 5Y

$10,000 · 5Y$36,298SMH · ARTY $14,675

Lowest cost0.35%JEPQ · $35 on $10k

Most income12.39%JEPQ · $1,239 on $10k

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

Held in common21.6%ARTY and JEPQ

ARTY

JEPQ

iShares Future AI & Tech ETF · $3.4BJPMorgan Nasdaq Equity Premium Income ETF · $40.7B

+30.2%3 years · per year$22,051 · $16,495+18.2%

+8.0%5 years · per year$14,675 · […][…]

0.47%Expense ratio$47 · $35 on $10k · lower wins0.35%

0.07%12-mo yield$7 · $1,239 on $10k12.39%

−27.7%Worst dropSmaller wins−11.5%

42.3%VolatilityLower wins16.9%

1–4JEPQ wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsARTY · JEPQ

4.7%NVDA6.7%

3.8%MU3.5%

3.5%MSFT6.0%

5.3%AMD3.2%

Held in common21.6%

End-of-day Nov 9, 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%	0.23%	+5.1%	+35.3%	+39.3%	+50.1%	+29.4%	−33.1%	$60.7B
2	AARTY	iShares Future AI & Tech ETFRead Desk	0.47%	0.07%	+6.0%	+34.2%	+34.2%	+30.2%	+8.0%	−27.7%	$3.4B
3	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.39%	+3.2%	+6.6%	+9.2%	+18.2%	new	−11.5%	$40.7B

End-of-day Nov 9, 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%	0.23%	+5.1%	+35.3%	+39.3%	+50.1%	+29.4%	−33.1%	$60.7B
2	AARTY	iShares Future AI & Tech ETFRead Desk	0.47%	0.07%	+6.0%	+34.2%	+34.2%	+30.2%	+8.0%	−27.7%	$3.4B
3	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.39%	+3.2%	+6.6%	+9.2%	+18.2%	new	−11.5%	$40.7B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

ARTY vs JEPQ

ARTY

iShares Future AI & Tech

$14,675

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureARTYJEPQ

Fee0.47%0.35%

Cost on $10k a year$47$35

Yield0.07%12.39%

5 years, per year+8.0%[…]

3 years, per year+30.2%+18.2%

Worst drop · 1Y−27.7%−11.5%

Volatility · 1Y42.3%16.9%

4–1measures won
JEPQ first

21.6%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

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

$37.5BAssets$60.7B

2–0SOXX wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

Overlap: ARTY, JEPQ, SMH

Today

23.9%most shared, JEPQ and SMH

ARTYJEPQSMH

ARTY—21.6%22.4%

JEPQ21.6%—23.9%

SMH22.4%23.9%—

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

Income After Fees on $10,000

$1,204most kept, JEPQ

JEPQ$1,239 − $35 = $1,204

SMH$23 − $35 = −$12

ARTY$7 − $47 = −$40

KeptFee

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