EMLP vs JEPQ

AEMLP

BJEPQ

Measures won3–2EMLP wins · of 6 · 5Y

$10,000 · 5Y$36,298SMH · EMLP $20,285

Lowest cost0.06%SCHD · $6 on $10k

Most income12.39%JEPQ · $1,239 on $10k

Smallest drop−6.9%SCHD · worst fall in 1Y

Held in common0.9%EMLP and JEPQ

EMLP

JEPQ

First Trust North American Energy Infrastructure Fund · $4.1BJPMorgan Nasdaq Equity Premium Income ETF · $40.7B

+20.7%3 years · per year$17,569 · $16,495+18.2%

+15.2%5 years · per year$20,285 · […][…]

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

2.82%12-mo yield$282 · $1,239 on $10k12.39%

−7.9%Worst dropSmaller wins−11.5%

11.3%VolatilityLower wins16.9%

3–2EMLP wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsEMLP · JEPQ

1.7%XEL0.3%

1.4%NEE0.3%

1.7%SO0.3%

0.2%CEG0.1%

Held in common0.9%

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	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$119.9B
4	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.39%	+3.2%	+6.6%	+9.2%	+18.2%	new	−11.5%	$40.7B

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	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$119.9B
4	BJEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.39%	+3.2%	+6.6%	+9.2%	+18.2%	new	−11.5%	$40.7B

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 JEPQ

EMLP

First Trust North American Energy Infrastructure Fund

$20,285

JEPQ

JPMorgan Nasdaq Equity Premium Income

[…]

MeasureEMLPJEPQ

Fee0.95%0.35%

Cost on $10k a year$95$35

Yield2.82%12.39%

5 years, per year+15.2%[…]

3 years, per year+20.7%+18.2%

Worst drop · 1Y−7.9%−11.5%

Volatility · 1Y11.3%16.9%

3–2measures won
EMLP first

0.9%

holdings shared

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

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

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

$39.1BAssets$60.7B

2–0SOXX wins

End-of-day Nov 9, 2026

Overlap: EMLP, JEPQ, SMH, SCHD

Today

23.9%most shared, JEPQ and SMH

EMLPJEPQSMHSCHD

EMLP—0.9%0.0%1.4%

JEPQ0.9%—23.9%3.8%

SMH0.0%23.9%—8.2%

SCHD1.4%3.8%8.2%—

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

Income After Fees on $10,000

$1,204most kept, JEPQ

JEPQ$1,239 − $35 = $1,204

SCHD$296 − $6 = $290

EMLP$282 − $95 = $187

SMH$23 − $35 = −$12

KeptFee

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