CXSE vs JEPQ

ACXSE

BJEPQ

Measures won1–4JEPQ wins · of 6 · 5Y

$10,000 · 5Y$39,579SMH · CXSE $6,010

Lowest cost0.32%CXSE · $32 on $10k

Most income12.28%JEPQ · $1,228 on $10k

Smallest drop−8.8%JEPQ · worst fall in 1Y

Held in common0.1%CXSE and JEPQ

CXSE

JEPQ

WisdomTree China ex-State-Owned Enterprises Fund · $372MJPMorgan Nasdaq Equity Premium Income ETF · $41.8B

+4.8%3 years · per year$11,524 · $17,450+20.4%

−9.7%5 years · per year$6,010 · […][…]

0.32%Expense ratio$32 · $35 on $10k · lower wins0.35%

2.21%12-mo yield$221 · $1,228 on $10k12.28%

−26.6%Worst dropSmaller wins−8.8%

20.3%VolatilityLower wins15.5%

1–4JEPQ wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsCXSE · JEPQ

2.1%PDD0.1%

Held in common0.1%

End-of-day Nov 3, 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%	0.21%	+2.0%	+44.0%	+43.3%	+56.1%	+31.7%	−24.6%	$65.8B
2	ACXSE	WisdomTree China ex-State-Owned Enterprises FundRead Desk	0.32%	2.21%	−0.8%	−21.1%	−24.7%	+4.8%	−9.7%	−26.6%	$372M
3	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.28%	+0.6%	+7.5%	+8.6%	+20.4%	new	−8.8%	$41.8B

End-of-day Nov 3, 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%	0.21%	+2.0%	+44.0%	+43.3%	+56.1%	+31.7%	−24.6%	$65.8B
2	ACXSE	WisdomTree China ex-State-Owned Enterprises FundRead Desk	0.32%	2.21%	−0.8%	−21.1%	−24.7%	+4.8%	−9.7%	−26.6%	$372M
3	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.28%	+0.6%	+7.5%	+8.6%	+20.4%	new	−8.8%	$41.8B

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

Cards for this view

CXSE vs JEPQ

CXSE

WisdomTree China ex-State-Owned Enterprises Fund

$6,010

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureCXSEJEPQ

Fee0.32%0.35%

Cost on $10k a year$32$35

Yield2.21%12.28%

5 years, per year−9.7%[…]

3 years, per year+4.8%+20.4%

Worst drop · 1Y−26.6%−8.8%

Volatility · 1Y20.3%15.5%

4–1measures won
JEPQ first

0.1%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SOXX vs SMH

YTD

iSharesSOXX

+54.7%

SMHVanEck

+44.0%

+54.7%Year to date+44.0%

0.33% · $33Fee · on $10k a year0.35% · $35

$44.3BAssets$65.8B

2–0SOXX wins

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

Overlap: CXSE, JEPQ, SMH

Today

25.3%most shared, JEPQ and SMH

CXSEJEPQSMH

CXSE—0.1%0.0%

JEPQ0.1%—25.3%

SMH0.0%25.3%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$1,193most kept, JEPQ

JEPQ$1,228 − $35 = $1,193

CXSE$221 − $32 = $189

SMH$21 − $35 = −$14

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee