EMLP vs JEPQ

AEMLP

BJEPQ

Measures won3–2EMLP wins · of 6 · 5Y

$10,000 · 5Y$33,824SMH · EMLP $20,216

Lowest cost0.35%JEPQ · $35 on $10k

Most income12.17%JEPQ · $1,217 on $10k

Smallest drop−7.9%EMLP · worst fall in 1Y

Held in common0.9%EMLP and JEPQ

EMLP

JEPQ

First Trust North American Energy Infrastructure Fund · $4.2BJPMorgan Nasdaq Equity Premium Income ETF · $42.6B

+21.7%3 years · per year$18,039 · $17,406+20.3%

+15.1%5 years · per year$20,216 · […][…]

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

2.85%12-mo yield$285 · $1,217 on $10k12.17%

−7.9%Worst dropSmaller wins−8.8%

11.2%VolatilityLower wins15.5%

3–2EMLP wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsEMLP · JEPQ

1.8%XEL0.3%

1.7%NEE0.3%

2.1%SO0.3%

0.2%CEG0.1%

Held in common0.9%

End-of-day Nov 5, 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%	0.25%	−11.2%	+24.3%	+27.3%	+48.4%	+27.6%	−33.1%	$57.7B
2	AEMLP	First Trust North American Energy Infrastructure FundRead Desk	0.95%	2.85%	−1.5%	+16.1%	+18.6%	+21.7%	+15.1%	−7.9%	$4.2B
3	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.17%	+0.9%	+8.5%	+9.3%	+20.3%	new	−8.8%	$42.6B

End-of-day Nov 5, 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%	0.25%	−11.2%	+24.3%	+27.3%	+48.4%	+27.6%	−33.1%	$57.7B
2	AEMLP	First Trust North American Energy Infrastructure FundRead Desk	0.95%	2.85%	−1.5%	+16.1%	+18.6%	+21.7%	+15.1%	−7.9%	$4.2B
3	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.17%	+0.9%	+8.5%	+9.3%	+20.3%	new	−8.8%	$42.6B

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

Cards for this view

EMLP vs JEPQ

EMLP

First Trust North American Energy Infrastructure Fund

$20,216

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureEMLPJEPQ

Fee0.95%0.35%

Cost on $10k a year$95$35

Yield2.85%12.17%

5 years, per year+15.1%[…]

3 years, per year+21.7%+20.3%

Worst drop · 1Y−7.9%−8.8%

Volatility · 1Y11.2%15.5%

3–2measures won
EMLP first

0.9%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SOXX vs SMH

YTD

iSharesSOXX

+31.6%

SMHVanEck

+24.3%

+31.6%Year to date+24.3%

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

$37.6BAssets$57.7B

2–0SOXX wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

Overlap: EMLP, JEPQ, SMH

Today

24.9%most shared, JEPQ and SMH

EMLPJEPQSMH

EMLP—0.9%0.0%

JEPQ0.9%—24.9%

SMH0.0%24.9%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$1,182most kept, JEPQ

JEPQ$1,217 − $35 = $1,182

EMLP$285 − $95 = $190

SMH$25 − $35 = −$10

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee