CPU vs SMH

ACPU

BSMH

Measures won0–2SMH wins · of 6 · 5Y

$10,000 · 5Y$34,950SMH

Lowest cost0.35%SMH · $35 on $10k

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

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

Held in common12.8%CPU and SMH

CPU

SMH

Amplify Top 10 Semiconductors ETF · $1MVanEck Semiconductor ETF · $60.7B

[…]3 years · per year[…] · $33,022+48.9%

[…]5 years · per year[…] · $34,950+28.4%

0.49%Expense ratio$49 · $35 on $10k · lower wins0.35%

0.00%12-mo yield$0 · $24 on $10k0.24%

[…]Worst dropSmaller wins−33.1%

[…]VolatilityLower wins42.9%

0–2SMH wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsCPU · SMH

4.8%AMD5.0%

4.6%MU4.1%

3.8%MRVL3.1%

4.1%ALAB0.8%

Held in common12.8%

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 Four

5Y4 funds

#
1	BSMH	VanEck Semiconductor ETFRead Desk	0.35%	0.24%	+3.6%	+28.8%	+29.5%	+48.9%	+28.4%	−33.1%	$60.7B
2	ACPU	Amplify Top 10 Semiconductors ETFRead Desk	0.49%	0.00%	0.0%	new	new	new	new	[…]	$864K
3	JEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.79%	+1.2%	+3.2%	+4.5%	+17.4%	new	−11.5%	$42.6B
4	DRAM	Roundhill Memory ETFRead Desk	0.65%	0.00%	+6.2%	new	new	new	new	[…]	$14.4B

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

All Four

5Y4 funds

#
1	BSMH	VanEck Semiconductor ETFRead Desk	0.35%	0.24%	+3.6%	+28.8%	+29.5%	+48.9%	+28.4%	−33.1%	$60.7B
2	ACPU	Amplify Top 10 Semiconductors ETFRead Desk	0.49%	0.00%	0.0%	new	new	new	new	[…]	$864K
3	JEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.79%	+1.2%	+3.2%	+4.5%	+17.4%	new	−11.5%	$42.6B
4	DRAM	Roundhill Memory ETFRead Desk	0.65%	0.00%	+6.2%	new	new	new	new	[…]	$14.4B

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

CPU vs SMH

CPU

Amplify Top 10 Semiconductors

[…]

SMH

VanEck Semiconductor

$34,950

MeasureCPUSMH

Fee0.49%0.35%

Cost on $10k a year$49$35

Yield0.00%0.24%

5 years, per year[…]+28.4%

3 years, per year[…]+48.9%

Worst drop · 1Y[…]−33.1%

Volatility · 1Y[…]42.9%

2–0measures won
SMH first

12.8%

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: CPU, SMH, JEPQ, DRAM

Today

23.2%most shared, SMH and JEPQ

CPUSMHJEPQDRAM

CPU—12.8%7.4%8.2%

SMH12.8%—23.2%3.1%

JEPQ7.4%23.2%—3.9%

DRAM8.2%3.1%3.9%—

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

CPU$0 − $49 = −$49

DRAM$0 − $65 = −$65

KeptFee

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