EMLP vs JEPI

AEMLP

BJEPI

Measures won2–4JEPI wins · of 6 · 5Y

$10,000 · 5Y$38,820SMH · EMLP $20,628

Lowest cost0.35%JEPI · $35 on $10k

Most income7.83%JEPI · $783 on $10k

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

Held in common5.0%EMLP and JEPI

EMLP

JEPI

First Trust North American Energy Infrastructure Fund · $4.2BJPMorgan Equity Premium Income ETF · $46.1B

+22.6%3 years · per year$18,412 · $14,269+12.6%

+15.6%5 years · per year$20,628 · $14,635+7.9%

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

2.80%12-mo yield$280 · $783 on $10k7.83%

−7.9%Worst dropSmaller wins−6.7%

11.1%VolatilityLower wins8.1%

2–4JEPI wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsEMLP · JEPI

1.6%NEE1.8%

2.4%ETR1.0%

2.0%SO1.0%

2.0%SRE1.0%

Held in common5.0%

End-of-day Nov 4, 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%	0.22%	−2.7%	+40.0%	+38.2%	+54.7%	+31.2%	−24.6%	$65.4B
2	AEMLP	First Trust North American Energy Infrastructure FundRead Desk	0.95%	2.80%	−1.1%	+17.9%	+19.8%	+22.6%	+15.6%	−7.9%	$4.2B
3	BJEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.83%	+1.7%	+8.8%	+11.9%	+12.6%	+7.9%	−6.7%	$46.1B

End-of-day Nov 4, 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%	0.22%	−2.7%	+40.0%	+38.2%	+54.7%	+31.2%	−24.6%	$65.4B
2	AEMLP	First Trust North American Energy Infrastructure FundRead Desk	0.95%	2.80%	−1.1%	+17.9%	+19.8%	+22.6%	+15.6%	−7.9%	$4.2B
3	BJEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.83%	+1.7%	+8.8%	+11.9%	+12.6%	+7.9%	−6.7%	$46.1B

End-of-day Nov 4, 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

$20,628

JEPI

JPMorgan Equity Premium Income

$14,635

MeasureEMLPJEPI

Fee0.95%0.35%

Cost on $10k a year$95$35

Yield2.80%7.83%

5 years, per year+15.6%+7.9%

3 years, per year+22.6%+12.6%

Worst drop · 1Y−7.9%−6.7%

Volatility · 1Y11.1%8.1%

4–2measures won
JEPI first

5.0%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SOXX vs SMH

YTD

iSharesSOXX

+49.8%

SMHVanEck

+40.0%

+49.8%Year to date+40.0%

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

$42.6BAssets$65.4B

2–0SOXX wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

Overlap: EMLP, JEPI, SMH

Today

7.6%most shared, JEPI and SMH

EMLPJEPISMH

EMLP—5.0%0.0%

JEPI5.0%—7.6%

SMH0.0%7.6%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$748most kept, JEPI

JEPI$783 − $35 = $748

EMLP$280 − $95 = $185

SMH$22 − $35 = −$13

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee