CHAT vs JEPI

ACHAT

BJEPI

Measures won1–4JEPI wins · of 6 · 5Y

$10,000 · 5Y$34,950SMH · JEPI $14,118

Lowest cost0.35%JEPI · $35 on $10k

Most income8.09%JEPI · $809 on $10k

Smallest drop−6.7%JEPI · worst fall in 1Y

Held in common12.2%CHAT and JEPI

CHAT

JEPI

Roundhill Generative AI & Technology ETF · $1.4BJPMorgan Equity Premium Income ETF · $46.8B

+38.2%3 years · per year$26,370 · $13,562+10.7%

[…]5 years · per year[…] · $14,118+7.1%

0.75%Expense ratio$75 · $35 on $10k · lower wins0.35%

2.49%12-mo yield$249 · $809 on $10k8.09%

−37.3%Worst dropSmaller wins−6.7%

44.1%VolatilityLower wins8.8%

1–4JEPI wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsCHAT · JEPI

6.5%MSFT2.0%

5.8%AMZN1.9%

6.8%GOOGL1.7%

4.8%META1.6%

Held in common12.2%

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	BJEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	8.09%	+0.1%	+5.3%	+8.2%	+10.7%	+7.1%	−6.7%	$46.8B
3	ACHAT	Roundhill Generative AI & Technology ETFRead Desk	0.75%	2.49%	+3.5%	+14.6%	+7.4%	+38.2%	new	−37.3%	$1.4B

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	BJEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	8.09%	+0.1%	+5.3%	+8.2%	+10.7%	+7.1%	−6.7%	$46.8B
3	ACHAT	Roundhill Generative AI & Technology ETFRead Desk	0.75%	2.49%	+3.5%	+14.6%	+7.4%	+38.2%	new	−37.3%	$1.4B

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

CHAT vs JEPI

CHAT

Roundhill Generative AI & Technology

[…]

JEPI

JPMorgan Equity Premium Income

$14,118

MeasureCHATJEPI

Fee0.75%0.35%

Cost on $10k a year$75$35

Yield2.49%8.09%

5 years, per year[…]+7.1%

3 years, per year+38.2%+10.7%

Worst drop · 1Y−37.3%−6.7%

Volatility · 1Y44.1%8.8%

4–1measures won
JEPI first

12.2%

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%

$42.6BAssets$46.8B

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: CHAT, JEPI, SMH

Today

25.4%most shared, CHAT and SMH

CHATJEPISMH

CHAT—12.2%25.4%

JEPI12.2%—6.6%

SMH25.4%6.6%—

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

Income After Fees on $10,000

$774most kept, JEPI

JEPI$809 − $35 = $774

CHAT$249 − $75 = $174

SMH$24 − $35 = −$11

KeptFee

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