CEPI vs SOXY

ACEPI

BSOXY

Measures won4–0CEPI wins · of 6 · 5Y

$10,000 · 5Y$20,505TDIV

Lowest cost0.50%TDIV · $50 on $10k

Most income53.33%CEPI · $5,333 on $10k

Smallest drop−16.3%TDIV · worst fall in 1Y

Held in common17.7%CEPI and SOXY

CEPI

SOXY

REX Crypto Equity Premium Income ETF · $116MYieldMax Target 12 Semiconductor Option Income ETF · $61M

[…]3 years · per year[…]

[…]5 years · per year[…]

0.85%Expense ratio$85 · $106 on $10k · lower wins1.06%

53.33%12-mo yield$5,333 · $1,441 on $10k14.41%

−20.4%Worst dropSmaller wins−38.6%

31.1%VolatilityLower wins45.3%

4–0CEPI wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsCEPI · SOXY

5.0%NVDA6.9%

4.5%AMD6.1%

4.4%MU4.7%

4.9%TSM3.7%

Held in common17.7%

End-of-day Nov 5, 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	TDIV	First Trust NASDAQ Technology Dividend Index FundRead Desk	0.50%	1.47%	−5.9%	+12.6%	+11.6%	+27.4%	+15.4%	−16.3%	$4.3B
2	ACEPI	REX Crypto Equity Premium Income ETFRead Desk	0.85%	53.33%	−7.5%	+3.3%	−7.0%	new	new	−20.4%	$116M
3	BSOXY	YieldMax Target 12 Semiconductor Option Income ETFRead Desk	1.06%	14.41%	−11.7%	+24.3%	+26.7%	new	new	−38.6%	$61M

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

All Three

5Y3 funds

#
1	TDIV	First Trust NASDAQ Technology Dividend Index FundRead Desk	0.50%	1.47%	−5.9%	+12.6%	+11.6%	+27.4%	+15.4%	−16.3%	$4.3B
2	ACEPI	REX Crypto Equity Premium Income ETFRead Desk	0.85%	53.33%	−7.5%	+3.3%	−7.0%	new	new	−20.4%	$116M
3	BSOXY	YieldMax Target 12 Semiconductor Option Income ETFRead Desk	1.06%	14.41%	−11.7%	+24.3%	+26.7%	new	new	−38.6%	$61M

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

Cards for this view

CEPI vs SOXY

CEPI

REX Crypto Equity Premium Income

[…]

SOXY

YieldMax Target 12 Semiconductor Option Income

[…]

MeasureCEPISOXY

Fee0.85%1.06%

Cost on $10k a year$85$106

Yield53.33%14.41%

5 years, per year[…][…]

3 years, per year[…][…]

Worst drop · 1Y−20.4%−38.6%

Volatility · 1Y31.1%45.3%

4–0measures won
CEPI first

17.7%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: CEPI, SOXY, TDIV

Today

24.5%most shared, SOXY and TDIV

CEPISOXYTDIV

CEPI—17.7%3.8%

SOXY17.7%—24.5%

TDIV3.8%24.5%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$5,248most kept, CEPI

CEPI$5,333 − $85 = $5,248

SOXY$1,441 − $106 = $1,335

TDIV$147 − $50 = $97

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee