CHAT vs JEPQ

ACHAT

BJEPQ

Measures won1–4JEPQ wins · of 6 · 5Y

$10,000 · 5Y$34,950SMH

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 common34.9%CHAT and JEPQ

CHAT

JEPQ

Roundhill Generative AI & Technology ETF · $1.4BJPMorgan Nasdaq Equity Premium Income ETF · $42.6B

+38.2%3 years · per year$26,370 · $16,202+17.4%

[…]5 years · per year[…]

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

2.49%12-mo yield$249 · $1,279 on $10k12.79%

−37.3%Worst dropSmaller wins−11.5%

44.1%VolatilityLower wins16.7%

1–4JEPQ wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsCHAT · JEPQ

8.0%NVDA6.6%

6.5%MSFT6.1%

5.8%AMZN4.4%

3.5%MU3.4%

Held in common34.9%

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	ACHAT	Roundhill Generative AI & Technology ETFRead Desk	0.75%	2.49%	+3.5%	+14.6%	+7.4%	+38.2%	new	−37.3%	$1.4B
3	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.79%	+1.2%	+3.2%	+4.5%	+17.4%	new	−11.5%	$42.6B

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	ACHAT	Roundhill Generative AI & Technology ETFRead Desk	0.75%	2.49%	+3.5%	+14.6%	+7.4%	+38.2%	new	−37.3%	$1.4B
3	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.79%	+1.2%	+3.2%	+4.5%	+17.4%	new	−11.5%	$42.6B

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 JEPQ

CHAT

Roundhill Generative AI & Technology

[…]

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureCHATJEPQ

Fee0.75%0.35%

Cost on $10k a year$75$35

Yield2.49%12.79%

5 years, per year[…][…]

3 years, per year+38.2%+17.4%

Worst drop · 1Y−37.3%−11.5%

Volatility · 1Y44.1%16.7%

4–1measures won
JEPQ first

34.9%

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, JEPQ, SMH

Today

34.9%most shared, CHAT and JEPQ

CHATJEPQSMH

CHAT—34.9%25.4%

JEPQ34.9%—23.2%

SMH25.4%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

CHAT$249 − $75 = $174

SMH$24 − $35 = −$11

KeptFee

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