EMLP vs JEPI

AEMLP

BJEPI

Measures won2–4JEPI wins · of 6 · 5Y

$10,000 · 5Y$36,298SMH · EMLP $20,285

Lowest cost0.35%JEPI · $35 on $10k

Most income7.93%JEPI · $793 on $10k

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

Held in common4.7%EMLP and JEPI

EMLP

JEPI

First Trust North American Energy Infrastructure Fund · $4.1BJPMorgan Equity Premium Income ETF · $45.2B

+20.7%3 years · per year$17,569 · $13,679+11.0%

+15.2%5 years · per year$20,285 · $14,448+7.6%

0.95%Expense ratio$95 · $35 on $10k · lower wins0.35%

2.82%12-mo yield$282 · $793 on $10k7.93%

−7.9%Worst dropSmaller wins−6.7%

11.3%VolatilityLower wins9.0%

2–4JEPI wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsEMLP · JEPI

1.4%NEE1.9%

2.5%ETR1.0%

1.7%SO1.0%

1.9%SRE0.9%

Held in common4.7%

End-of-day Nov 9, 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	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.23%	+5.1%	+35.3%	+39.3%	+50.1%	+29.4%	−33.1%	$60.7B
2	AEMLP	First Trust North American Energy Infrastructure FundRead Desk	0.95%	2.82%	+1.0%	+17.2%	+18.4%	+20.7%	+15.2%	−7.9%	$4.1B
3	BJEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.93%	+2.1%	+7.5%	+10.9%	+11.0%	+7.6%	−6.7%	$45.2B
4	DRAM	Roundhill Memory ETFRead Desk	0.65%	0.00%	+6.3%	new	new	new	new	[…]	$14.7B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.23%	+5.1%	+35.3%	+39.3%	+50.1%	+29.4%	−33.1%	$60.7B
2	AEMLP	First Trust North American Energy Infrastructure FundRead Desk	0.95%	2.82%	+1.0%	+17.2%	+18.4%	+20.7%	+15.2%	−7.9%	$4.1B
3	BJEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.93%	+2.1%	+7.5%	+10.9%	+11.0%	+7.6%	−6.7%	$45.2B
4	DRAM	Roundhill Memory ETFRead Desk	0.65%	0.00%	+6.3%	new	new	new	new	[…]	$14.7B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

EMLP vs JEPI

EMLP

First Trust North American Energy Infrastructure Fund

$20,285

JEPI

JPMorgan Equity Premium Income

$14,448

MeasureEMLPJEPI

Fee0.95%0.35%

Cost on $10k a year$95$35

Yield2.82%7.93%

5 years, per year+15.2%+7.6%

3 years, per year+20.7%+11.0%

Worst drop · 1Y−7.9%−6.7%

Volatility · 1Y11.3%9.0%

4–2measures won
JEPI first

4.7%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SOXX vs SMH

YTD

iSharesSOXX

+46.5%

SMHVanEck

+35.3%

+46.5%Year to date+35.3%

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

$37.5BAssets$60.7B

2–0SOXX wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

Overlap: EMLP, JEPI, DRAM, SMH

Today

7.4%most shared, JEPI and SMH

EMLPJEPIDRAMSMH

EMLP—4.7%0.0%0.0%

JEPI4.7%—1.2%7.4%

DRAM0.0%1.2%—3.1%

SMH0.0%7.4%3.1%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$758most kept, JEPI

JEPI$793 − $35 = $758

EMLP$282 − $95 = $187

SMH$23 − $35 = −$12

DRAM$0 − $65 = −$65

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee